Account & Settings

Update Your Profile and Signature

Set the headshot, name, title, tagline, booking link, time zone and email signature clients see.

Record Your Licence Details

Add the class, expiry and licence numbers for each province you are licensed in, so BrokerPlus knows what regulated work can reach you.

Switch to Carbon Mode

Turn on the darker interface from Appearance, and know which device the choice applies to.

Reorder Your Side Menu

Drag the sidebar into the order you work in, and put it back to the default when you want to.

Find a Setting

Search the settings rail by the name of the switch you want, including the ones that moved to other pages.

Choose the Notifications You Receive

Turn an alert off or add an email copy, from the page the alert is about.

Review What Runs on Its Own

See every automation running for you in one list, and open the editor that owns each one.

Protect Your Account With Two-Factor Authentication

Add a second step at sign-in with an authenticator app, a text or an email, and keep backup codes.

Change Your Password

Send yourself a reset link from Settings, or reset a password you cannot remember from the sign-in page.

When You Cannot Sign In

Work through the usual causes of a failed sign-in, in the order worth trying.

Manage Your Subscription

Open Your Plan to see your subscription, switch billing intervals, add VIP support, read invoices, or cancel.

Find Invoices and Update Payment Details

Open the billing portal to change the card on file or download a past invoice.

Delete Your Account

Erase your account permanently, and understand what goes with it.

Connect and Manage Integrations

See every outside service BrokerPlus works alongside, and check that each connection is healthy.

Connect Roam for Meeting Recordings

Paste a Roam API key and signing secret so Roam meetings reach BrokerPlus, and confirm they arrive.

Connect Dialpad for Calls and Texts

Link a Dialpad account with an API key, and repair the connection when call or text events stop.

Add Your Equifax Subscriber Codes

Record the member number and security code every credit pull on this workspace is reported under.

Connect Quo for Texts

Link a Quo workspace with an API key so your team texts clients from their Quo line and replies arrive in BrokerPlus.

Mirror Your Book From Velocity or Finmo

Connect Velocity or Finmo, pull your deals in, and see how current the mirror is.

Export Your Data

Generate an archive of any part of your book, download it, and know how long it lasts.

Create an API Key

Issue a key so another system can read and write your book through the BrokerPlus API.

Refer Another Broker to BrokerPlus

Invite a broker outside your brokerage, and follow whether the invitation was taken up.

Get Help and Send Feedback

Open the help centre from the header, or send the team a problem report with screenshots.