It's best practice to assign a broker when you create a lead or deal. With a defined broker, the system can assign the appropriate branding to all your client-facing communications. Adding a broker to a new lead or deal (or updating the broker on an existing card) can also affect the captured metrics within the system and integration settings.
Contents
Prerequisites
None.
Video walkthrough
Learn how to change the owner/broker assigned to a lead or deal.
Assigning a broker
By default, BrokerEngine captures the name of the person who creates a lead or deal and fills the Broker field with that name. That's a time-saving feature if a broker creates the lead or deal. If an admin or support user creates the lead or deal, they must click the field and select the appropriate broker.
Re-assigning a broker
To change the broker assigned to an existing deal or lead, open a deal or lead card in full view mode.
Click Overview in the left-hand menu to expand the folder.
Click Teams.
Click the Broker field and select an option.
BrokerEngine auto-fills the Default Broker Brand field. You can change the brand if you have multiple brands. Click Set Broker and Save. (Click here to learn how to create multiple broker brands.
