Help Center
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Every help article, grouped by what you do
Fifteen categories covering refinance, renewals, portals, AML, brokerage controls, and everything in between.
Getting Started
Set up your account, connect your email, import your book, and learn what to expect from BrokerPlus on day one.
Refinance
How candidates surface, IRD math, filtering, manual sends, and the eligibility threshold that drives everything.
Renewals
Maturity timeline, equity snapshots, custom alerts, and sending renewal emails to clients in your book.
Leads
Prospects and dead deals that sit outside your active pipeline. Add leads manually, filter by status, and reach out with the Leads template.
Equity & Debt Consolidation
How equity is calculated, adding properties and debts, portfolio equity, and the programmatic equity + consolidation reports.
Auto Outreach
Turn on automated refinance and renewal outreach, set how many emails go out per day, and understand what clients receive.
Contacted
Every client you've messaged, organized by stage. Reply tracking, follow-up progress, and manual status overrides.
Reports
Send equity, consolidation, refinance, and penalty reports. Customize sections, add a realtor, brand them as yours.
Client Portals
Send portals for full intake or just docs. Build templates, layer addon packs, and review what borrowers submit.
AML Screening
Run screenings, complete the risk rating checklist, capture PEP attestations, and stay on top of recurring re-screenings.
Tools
Penalty Calculator and Rates page. Lender-specific math, advanced options, and per-client rate overrides.
Ask Ann
Your in-platform assistant. Ask about your dealbook, find opportunities, schedule sends, and get product help.
Brokerage
Principal broker controls: team, billing, brokerage-wide rates, compliance program, EDD cases, and master view.
Referrals
Refer a broker outside your brokerage. You both get three months at $49/month if they sign up.
Integrations
Connect your email, RingCentral for SMS reports, and your Calendly booking link.
Troubleshooting
Quick fixes for logins, email sync, missing data, auto outreach not firing, imports, and billing.
Popular Articles
Most-asked questions, sorted by what people read.
Enabling And Adjusting Auto Outreach
toggle refinance and renewals independently. set how many refinance emails go out per day, pick which days we can send, and choose which deal statuses are eligible for each channel.
How Refinance Auto Outreach Works
how candidates get picked, how the daily send limit paces sends, and how day-7 and day-21 follow-ups fire.
How Renewal Auto Outreach Works (The Drip)
Initial outreach plus reminders on the sequence you configure (12, 7, 3, and 1 months by default, customizable up to 24 months out). Not capped by your daily send limit.
What Auto Outreach Does
Overview of how automated outreach works for refinance (event-driven, paced by a daily send limit) and renewals (uncapped drip).
Activating Your Compliance Program
Run the setup wizard to assign a compliance officer, capture written policies, and set screening plans for your brokerage.
Billing
Plan, payment method, invoices, seats, and how upgrades work.
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