Getting Started

Create Your BrokerPlus Account

Sign up with your name, email and a password, or accept a team invite, and see what BrokerPlus builds for you the moment you do.

Pick Your Plan and Book Your Onboarding Call

The first screen after sign-up takes your payment, books an hour with the BrokerPlus team, and hands you two guides before the setup wizard opens.

What the Setup Wizard Covers

Walk the six wizard screens in order, know which ones you can skip, and how to get back to a step you left.

Tour Your Workspace

Learn the Overview page, the sidebar sections, search, and the account menu where settings live.

The Get Started Checklist

Track which setup modules are done, which are required, why your list differs from a teammate's, and how to skip one.

Solo and Brokerage Workspaces

Understand how a one-broker workspace differs from a brokerage, how a brokerage workspace is set up, and how to tell which one you are in.

Import Your Book From a Spreadsheet

Upload a CSV, Excel or Numbers export, read the review screen, and create the deals only when it looks right.

Import Your Book From Finmo

Connect Finmo with an API token, pull your applications in for review, and know what stays linked afterwards.

Import Your Book From Velocity

Connect Velocity with your own API key, read the last five years of deals into BrokerPlus, and keep their status current.

Bring Your Book Across From the Earlier BrokerPlus

Pull your clients, mortgages and connected inbox across from the earlier BrokerPlus in one pass, and know what stays behind.

Where Imported Deals Land

How a status word in your file becomes a board and column, what counts as stale, and how to change the mapping and refile your book later.

Correct Your Import Column Mapping

Tell BrokerPlus which column of your file means what, leave columns out, and reuse the mapping on the next file with the same headers.

Review and Fix an Import

Find your import history, resume one waiting for review, read why rows were skipped, and run a file again without duplicates.