
Learn BrokerPlus, deal by deal.
Setup, your first deal, and everything after. Search for one answer, or work through the Academy.
Academy
From an empty workspace to a book that keeps earning between deals. Watch the stage, then tick off what you have done.
Tick a step off on its stage page and it counts here. Saved in this browser.
- 1
Set Up Your Workspace
12 stepsConnect the services BrokerPlus runs on, then tell it who you are and how you are paid.
- 2
Bring In Your Book
9 stepsImport the mortgages you already hold, and get your contacts in order.
- 3
Run Your First Deal
13 stepsBuild a deal from an empty record to a submission sitting with a lender.
- Watch the Stage Recording
- Understand Boards, Stages and Status
- Set Requirements on a Stage
- Create Your First Deal
- Tour the Deal Record
- Send a Client a Request for Documents
- Work What the Client Sends Back
- Manage Documents on the Deal
- Fill In the Application
- Clear Compliance on the File
- Clear the Readiness Checks
- Choose Your Lender and Send
- Track the Response and Its Conditions
- 4
Work Your Day
8 stepsLearn the pages you will open every morning, and the ones that come to you.
- 5
Grow Your Book
9 stepsTurn the book you imported into repeat business, without doing it by hand.
- 6
Run Your Team
6 stepsBring people onto your book, decide what each of them can reach, and set the rules you all work inside.
Browse
See all sectionsEvery article, in the same sections as the sidebar in BrokerPlus.
Start Here
Your Day
Mortgages
42The deal boards and the deal record.
Contacts
24Your book of contacts, the leads funnel, referral partners and lender discovery.
Client Requests
19Ask a client for documents and details, send a document for signature, and see what they see.
Tasks & Your Day
14Your home page, the day ahead, and the queue of work your team still owes a file.
Email & Calendar
26Your mailbox, your calendar, the booking link clients use, and the notetaker that sits in your meetings.
Phone & Texts
14Claim a line, decide how it answers, and work your calls and texts from one page.
Pulse
24The outreach that runs without you, and the queue that holds a draft before it sends.
Opportunities
21Find the refinance and renewal candidates already sitting in your book, and work them.