Contacts

What the CRM Page Shows

Learn what the Contacts page counts in its five segments, what the toolbar offers, and where each contact tool starts.

Add a Contact

Create a person or company in your book by hand, set their type, and record who sent them.

Import a Contact List

Upload a spreadsheet or phone export, check how its columns were matched, and choose which rows land in your book.

Find a Contact With Filters and Facets

Search the whole book, switch segments, narrow with the filters panel, and share the exact view by link.

Set a Contact's Type and Partner Role

Understand which types BrokerPlus works out for you, which ones you set, how someone can be a client and a partner at once, and what a partner role adds.

Organize Contacts With Tags

Create coloured tags, apply them to one contact or many, and pull the group back out with a filter.

Merge Duplicate Contacts

Review the duplicate sets BrokerPlus found, keep the right record, and understand what a merge moves and what it cannot undo.

Delete and Restore a Contact

Know what deleting a contact keeps, where deleted contacts go, and how to bring one back.

Add Custom Fields to Deals and Contacts

Add your brokerage's own fields to every deal or contact record, and edit the catalog from any record rather than a settings page.

Tour the Contact Profile

Find your way around a contact's page, from the identity strip and deals to the rail beside them.

Edit a Contact's Details

Change a name, email, phone, address or status straight on the profile, and add the extra ways to reach someone.

Notes Against the Activity Timeline

Know what belongs in a note, what the timeline records on its own, and why only one of them can be edited.

Message a Contact

Email, text or call someone from their profile, and keep every thread on their record.

Read and Share the Client Brief

See what BrokerPlus picks up about a person from calls, draft the handoff brief, adjust it, and export a branded copy.

Record Who Referred a Contact

Name the person who sent a contact your way, follow the referral's status, and see everyone a partner has referred.

Set Up NPS Alert Rules

Decide who gets notified when a client's satisfaction score comes in, and how.

Stop Automated Outreach for One Contact

Pause Pulse, equity reports and marketing for a single client without changing anything brokerage-wide.

Record a Client's Consent

Log how and when a client agreed to hear from you, by channel and by category.

Work Your Leads

Find new enquiries in Contacts, keep each lead's tracker current, and turn a lead into a deal.

Customize Your Lead Stages

Rename, recolour, reorder, add and remove the stages a lead moves through before it becomes a deal.

Manage Your Referral Partners

Keep the realtors, lawyers and planners who send you business on file, see which ones have gone quiet, and see what each relationship is worth in both directions.

Log a Referral You Sent

Record a client you introduced to a partner so the relationship shows what you send, not only what you receive.

Send a Partner Their Referral Hub

Give a realtor, lawyer or planner one live page showing every client they have referred to you and where each file stands.

Rank Lenders by Your Compensation

Read the Discovery page, which lists lenders and their lowest published product ranked by what you would earn on a representative deal.