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Fifteen categories covering refinance, renewals, portals, AML, brokerage controls, and everything in between.
Set up your account, connect your email, import your book, and learn what to expect from BrokerPlus on day one.
How candidates surface, IRD math, filtering, manual sends, and the eligibility threshold that drives everything.
Maturity timeline, equity snapshots, custom alerts, and sending renewal emails to clients in your book.
How equity is calculated, adding properties and debts, portfolio equity, and the programmatic equity + consolidation reports.
Turn on automated refinance and renewal outreach, set your capacity, and understand what clients receive.
Every client you've messaged, organized by stage. Reply tracking, follow-up progress, and manual status overrides.
Send equity, consolidation, refinance, and penalty reports. Customize sections, add a realtor, brand them as yours.
Send portals for full intake or just docs. Build templates, layer addon packs, and review what borrowers submit.
Run screenings, complete the risk rating checklist, capture PEP attestations, and stay on top of recurring re-screenings.
Penalty Calculator and Rates page. Lender-specific math, advanced options, and per-client rate overrides.
Your in-platform assistant. Ask about your dealbook, find opportunities, schedule sends, and get product help.
Principal broker controls: team, billing, brokerage-wide rates, compliance program, EDD cases, and master view.
Refer a broker outside your brokerage. You both get three months at $49/month if they sign up.
Connect your email, RingCentral for SMS reports, and your Calendly booking link.
Quick fixes for logins, email sync, missing data, auto outreach not firing, imports, and billing.
Most-asked questions, sorted by what people read.
What You Can Ask Ann
Dealbook questions, opportunities by region, rate lookups, report status, scheduling sends, and product support.
Who Is Ann
Ann is your in-platform assistant. Ask about your dealbook, schedule sends, find opportunities, and get product help.
Running A Screening On A Client
Open the new screening dialog, fill in the risk rating checklist, capture the PEP attestation, and submit.
What AML Screening Does
Runs identity, PEP, sanctions, and adverse media checks on a client. Solo agents have it on by default; brokerage agents see it once their admin activates compliance.
Contacted Stages Explained
Scheduled, No Reply, Interested, Not Interested, Inactive. How each is determined automatically vs. set by you.
What Contacted Tracks
Every client you (or auto outreach) have messaged from refinance or renewals. If you haven't messaged them, they're not here.
Can't find what you're looking for? Our team responds within one business day.
