A realtor partner is a separate, optional addition to a client's report. Attaching one never changes your own brand colours, logo or fonts; it adds a second name and photo alongside them.
Watch Mandric walk you through this topic
6:41Adding a Partner to a Client's Report
On a client's row in Pulse > Reports > Equity, use the partner control to attach a realtor. Choose an existing partner, or add a new one from the same picker: name, title, email and a booking link, plus a photo you can crop before saving. The realtor is saved once to your organization's list and can be reused on any client's report going forward, so a partner you work with regularly only needs setting up the first time. A client's report carries one partner at a time; attaching a second replaces the first rather than adding alongside them.
What the Realtor Needs on File
A photo is what makes the partner appear on the report at all, so upload one when you add them - a realtor with a name and title but no photo is saved to your list and can still be attached to a deal, but their block will not print until a photo follows. Title defaults to Real Estate Agent if you leave it blank. The booking link is optional, and without one the report still credits the partner, just without a way for the client to reach them directly from the email. None of this touches the realtor's own standing as a referral partner elsewhere in BrokerPlus - it only controls what shows on this client's report.
Where They Appear on the Report
A partner with a photo on file shows up below your own header: their photo, name and title, with a Contact Realtor button linking to their booking page when one is set. This sits alongside your brand colours and logo, never in place of them - the realtor is a co-brand, not a rebrand, and changing your own primary colour or logo never touches how their block renders.
Taking a Partner Off
Remove the partner from the row's control at any time. The report reverts to carrying only your own brand on its next send, and the realtor's own record is untouched, so you can attach them to another client later without re-entering their details. View-only users cannot add or remove a partner.
What to Do Next
- Create an Equity Report to see the report a partner gets added to.
- Referral partner records live outside reports too - see Marketing for where else they show up.