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Sign up, walk the setup, and bring your book in.

The deal boards and the deal record.

Your book of contacts, the leads funnel, referral partners and lender discovery.

Ask a client for documents and details, send a document for signature, and see what they see.

Your home page, the day ahead, and the queue of work your team still owes a file.

Your mailbox, your calendar, the booking link clients use, and the notetaker that sits in your meetings.

Claim a line, decide how it answers, and work your calls and texts from one page.

The outreach that runs without you, and the queue that holds a draft before it sends.

Find the refinance and renewal candidates already sitting in your book, and work them.

Set how you get paid, then read what you funded, what you are owed, and what your book is made of.

Set up your compliance program, clear the checks on every file, and work the hub.

Campaigns, equity reports, lead forms, feature sheets and the brand every client surface paints from.

Run the calculators, keep your rate grid current, verify client documents, and build your own reports.

Bring people onto your book, decide what each of them can reach, and see how their work is going.

Bring brokers in, watch production across every team, and hold the firm's rates, seats and billing.

Your profile and licence, account security, your plan, the services BrokerPlus connects to, and how to get help.

The assistant that reads your workspace, answers questions, and offers work for you to approve.