top of page

We help brokerages run smoothly with the latest technology and software

Our Mission at Happy Broker
Happy Broker Smiley

Our mission is to support brokers with affordable solutions that enhance office management, performance, and productivity. Here's to all the Happy Brokers our there!

Don't Worry...Get Happy!™

Admin Overview

Log in to your portal by going to


Configure your account:

  1. Users - 01:05

  2. Checklists - 2:16

  3. Transaction fields

  4. Commission plans

  5. Notifications

  6. Create transactions - 09:30

  7. Add checklists - 13:40

  8. Upload documents - 14:38

  9. Split or merge documents - 15:50

  10. Submit documents for review - 18:40

  11. Approve documents - 19:30

Watch the video below on how to configure your back-office account. 


Contact Happy Broker

Drop us a line with any questions

Thanks for contacting us!

Happy Broker Smiley.png
bottom of page