Brokerage Module — Overview
Overview
The Brokerage Module manages broker companies and their agents, tracks broker-submitted leads and CILs, and handles broker contracts and activities.
Module Sections
| Section | Description |
|---|---|
| Add Broker Request / Lead | Add a new broker request or broker lead into the system. |
| Broker CILs | View and manage CILs (Client Information Letters) submitted by broker companies. |
| Active Brokers | List of all active broker companies. |
| Pending / Blocked Brokers | Broker companies pending approval or blocked from the system. |
| Send Mail | Send bulk emails to broker companies. |
| Activities Management | Track and manage activities with broker companies. |
| Upload Brokers | Bulk import broker companies via Excel. |
| Broker Contract | Manage and download broker contracts. |