Brokerage

The Brokerage Overview Page

Read the brokerage-wide picture of your brokers, your book and the work that needs attention.

Manage Brokers in Your Brokerage

Add a broker to the brokerage, set each person's access level and licence expiry, and switch off an account when someone leaves.

How Teams Work in Your Brokerage

Understand how a team is created, who is allowed to staff it, and why some people in your brokerage sit on no team at all.

Read a Broker's Scorecard

Open one broker to see their production, pipeline, book of business, compliance posture and recent activity.

Set Brokerage Permissions

Decide what every team gets and which of those answers the brokerage holds for everyone.

Read Brokerage Revenue

Review estimated revenue, funded volume and the origination funnel across the brokerage, over any window from 3 to 24 months.

Review Compliance Across the Brokerage

Work the brokerage-wide compliance console: what needs a decision, what the monitor found, the requirements every team must meet, the setup checklist, and the export builder.

Read Every Deal on the Mortgages Board

See every deal in the brokerage in one board by status, narrow it to a team or a broker, and open any file without moving it.

Open Another Team's Deal Read-Only

What the principal broker sees when they open a file that belongs to a team they do not run, and why nothing on it can be saved.

Set Brokerage-Level Rates

Turn on brokerage-managed rates so every broker quotes from one sheet, and keep that sheet current.

Set Up Team Phone

Claim one number for the brokerage, set the hours it is open, and decide how the receptionist answers.

Route Calls on Team Phone

Choose who the brokerage line rings, in what order, and write the rules that send a caller to the right person.

Manage Brokerage Billing and Seats

See what your brokerage pays per seat, switch between monthly and yearly, and change a card or find an invoice.