Brokerage

Activating Your Compliance Program

Run the setup wizard to assign a compliance officer, capture written policies, and set screening plans for your brokerage.

Adding Your License Info (Agents)

When an agent is invited to a brokerage, they're prompted in onboarding to capture their license info. You can edit later.

Billing

Plan, payment method, invoices, seats, and how upgrades work.

Bringing Existing Clients Into Compliance (Walkthrough)

Use the walkthrough to bring clients already in your book under the new compliance program after activation.

Brokerage Branding (Logo)

Upload your brokerage logo so it appears on reports and outreach your agents send.

Brokerage-Level Rates

Set rates that apply across your whole brokerage. Lock them so agents inherit, or allow agents to set their own.

Inviting And Managing Your Team

Send invites, assign agent vs admin roles, remove members, and manage seats.

Managing EDD Cases

Open, document, and close Enhanced Due Diligence cases when a screening flags a high-risk PEP or other trigger.

Master View

View every agent's book and activity from a single admin perspective. Switch back to your own view anytime.

Sanctions Incident Handling (Admin)

Admin-only: handle escalated incidents when a screening hits a sanctions list.

The Brokerage Overview Page

Portfolio Health, Opportunity Mix, Outreach Share, and Agent Performance for your whole brokerage at a glance.

What Your Agents See Vs What You See

Principal brokers (admins) have org-wide access. Agents see their own book and a scoped experience.