Pending / Blocked Brokers

Overview
This tab shows broker companies that are either pending approval or have been blocked from the system.
Brokers List
Same columns as Active Brokers: Broker Name, Authorized Name, Mobile, Indirect Sales, Total Agents, Creation Date, Didn't Add Lead Since.
Available Actions
Action
Description
Unblock
Reactivate a blocked broker and move them to Active Brokers.
Delete
Permanently remove the broker.
Assign
Assign a salesman to the broker.
Available Filters
Filter
Description
Indirect Sales
Filter by assigned indirect sales team member.
Broker Creator
Filter by who added the broker.
Type
Filter by broker type.
Creation Date
Filter by when the broker was added (From / To).
Last Update Date
Filter by when the broker record was last updated (From / To).
Didn't Add Lead Since
Filter brokers who haven't submitted leads since a certain date.
Block New Brokers By Default
If the setting Block New Brokers By Default is enabled in Broker Settings, all newly registered brokers will automatically land in this tab as Pending/Blocked until manually approved.
Go to Settings → Broker Settings to enable or disable this option.