Getting Started
Set up your account, connect your email, import your book, and learn what to expect from BrokerPlus on day one.
Connecting Your Email (Gmail Or Outlook)
OAuth flow for Gmail and Outlook, what we sync, and how to disconnect.
Creating Your Account
Sign up at app.getbrokerplus.ca, or recover your password if you already have an account.
Importing Your Book Of Business
Direct imports from Filogix, Finmo, and Velocity. CSV, Excel, and Apple Numbers files get manually mapped within one business day.
Inviting Your Team
Bring your underwriters, assistants, and anyone who touches your deals into BrokerPlus from Settings > Team. Solo brokers add teammates at no extra cost, with view-only or full access.
Notifications You'll Receive
Equity report updates, custom renewal alerts, and recurring AML screening flags.
Setting Up Two-Factor Authentication
Enable a passkey, authenticator app, text-message codes, or email codes from Settings after you finish signup.
Switching To Carbon Mode (Dark Theme)
Turn on the dark theme from Settings. The choice is remembered on the device you set it on.
What The Onboarding Wizard Covers
A walkthrough of each step you'll see after signing up - eligibility threshold and connecting your email.
Still Need Help?
Can't find what you're looking for? Our team responds within one business day.