Use these workspace controls for account protection and the defaults clients see when you send them a request. Some sections are admin-only even though every user can manage personal security.
Protect Your Account
Go to Settings > Profile and select Set up under two-factor authentication. Choose an authenticator app, SMS, or email, verify the method, and save the one-time backup codes somewhere secure.
If you cannot sign in, select Forgot password? on the login page. BrokerPlus sends a reset link when the address belongs to an account. Contact support if the reset or second factor remains unavailable.
Configure and Send Client Requests
Open Requests and choose Settings to set the video introduction clients see at the top of the intake form, the reminder cadence, signed-document handling, and which request activity reaches you. Choose Doc library to browse every document you can ask for, add one of your own, and update the borrower email copy, including the submission confirmation.
To send one, choose Send Request on the Requests page, or start it from the deal itself. Pick the borrower and a template, review the information and documents you are asking for, then send. The Requests board shows sent, in-progress, needs-review, and completed requests.
View-only users can inspect request activity but cannot edit templates or send one.
Recover a Stalled Workflow
- Reconnect an expired inbox from the same email card in Settings.
- Return to an import's review page when analysis is waiting for mapping or confirmation.
- Confirm the borrower email before resending a request.
- Email mandric@getbrokerplus.ca when the in-product retry does not resolve the issue.
What to Do Next
For the rest of the brokerage setup, go to the Academy.