Two different tools sit near each other for two different needs: the help centre for answers you can find yourself, and the feedback form for a report only the BrokerPlus team sees.
Open the Help Centre
Select Help Center in the header, from anywhere in BrokerPlus. It opens the public help site in a new tab, so nothing about your current page or workspace is lost - come back to this tab once you have your answer.
Submit Feedback
Select Submit Feedback from your sidebar, or the same icon if your sidebar is collapsed, to open the report form. Give it a short title describing what it is, then describe what happened, what you expected, and the steps that led there in the message box below. Both fields are required before Send Feedback does anything. Pressing send again while the same report is still going out never files a duplicate.
Attach Screenshots
Drag an image onto the box, paste one straight from your clipboard, or select browse to pick a file from your computer. Up to five screenshots per report, in PNG, JPEG, WebP or GIF, each under 10MB. Hover a thumbnail's corner to remove it before sending.
What Is Sent With Your Report
Your report carries the title and message you wrote, up to five screenshots, the page you were on when you opened the form, your name, email and brokerage, and your browser's identifying string - the last two so the team can try to reproduce the problem under the same conditions you hit it in. Nothing else on the page is captured automatically; if a client's information matters to the bug, describe it in your message.
What to Do Next
- Check "Find a Setting" first if you already searched and could not find what you needed - it may save you a report.
- Reach for "When You Cannot Sign In" instead if this is really a sign-in problem rather than something to report.
- Refer Another Broker to BrokerPlus if you have a colleague outside your brokerage you have been meaning to invite.