Business

Set Your Default Commission

Record the finder fee BrokerPlus assumes on a deal with no rate of its own, and switch on the other income streams you earn.

Override Commission for a Lender or Product

Set a different finder fee for one lender, or for one term and rate type, without moving your default.

Upload a Lender Compensation Sheet

Read your rates out of a compensation document and review every row before it is applied.

Set A Goal And Track Your Pace

Set a target for the year and see whether you are ahead of or behind where you need to be today.

Read Your Finances Overview

Understand the four states your money can be in, and the headline figures above them.

Read Your Income by Stream

See which parts of your compensation actually earn, and how often you attach insurance and broker fees.

Value Your Open Pipeline

See what your open deals are worth by stage, and which stage most of them stop at.

See Where Your Business Comes From

Rank your acquisition channels by leads or by revenue, and find the leads that carry no channel at all.

Work Your Receivables

Chase the commission you have earned but not been paid, aged against the date you expected it.

Get the Weekly Receivables Digest

Have BrokerPlus email you every Monday with the payouts that are past their expected date.

Read Your Business Performance

Find your way around the four performance views and the period they share.

Build a Production Table

Cross any two parts of your book against one measure, and save the views you keep returning to.

Read Your Lender Mix

See every lender you funded with in the period, and whether too much of your book sits with one of them.

Read Your Deal Mix

Break your funded book down by deal type, borrower, lender class, term and more, and watch the shape drift.

Read Your Pipeline Health

Check your conversion rates, your funnel, where deals die and how long they have been sitting.

Track Lead Conversion

Follow new leads through to funded deals by week, month or year.

Connect Your Accounting Software

Link QuickBooks Online, then map the accounts and payees your commission journals post to.

Work the Accounting Ledger

Watch commission journals post to your books, retry the ones that failed, and clear the exceptions.

Export a Business Report

Build a branded document from any mix of your business sections, or take one section as a spreadsheet.

Who Can See Your Business Numbers

Understand why Business appears for some people on your team and not others, and whose book it describes.

When a Figure Looks Wrong

Work out why a number on a business page is not the number you expected.