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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!

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Don't Worry...Get Happy!™

Admin Overview

Log in to your portal by going to www.mybrokerageportal.com

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. 

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