Add a brokerage and its managing broker

Referral agreements are signed by both agents and both managing brokers, so each brokerage needs its managing broker on file.

1. Go to Agents, open the Brokerages tab and choose New Brokerage. Add the name, address, phone and website, then save.
2. Open the brokerage and choose Add Managing Broker. Enter their name, email, phone and license number.

A brokerage without a managing broker shows No Managing Broker in amber, with an amber ring on its picture. Agreements can't be sent for that brokerage until one is added.

The brokerage page

• Overview: the brokerage's details, its managing brokers (choose Set Primary to make one the main managing broker; the ring turns green once one is primary) and your notes.
• Agents: the agents you have at this brokerage.
• Referrals: every referral sent to its agents, with the referral fee due and the stage. The side panel shows what is Outstanding.

Use the ··· menu to archive a brokerage you no longer work with.