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Broker Account Management

Manage and track all broker accounts

Which brokers appear here Brokers in Implementation, Service or Expand. Churned brokers are listed too — greyed out, and left out of the Brokers count. Earlier stages live in the Sales Pipeline portal, and so does any broker on Hold — whatever stage they were held from.

— Brokers

Region

Market

Submarket

Stage

Flags

Active Process

Partnership Type

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Add New Broker

Broker Name *

Partner Type

Pipeline Stage

Primary Submarket

Account Owner (Rep)

Google Drive Folder URL

Configure Columns

Select columns to display in Table View:

Broker Name (Required) Stage Account Owner CSM Credit Manager Primary Submarket Partner Type Platform Companies Service Date

Bulk Edit Selected Brokers (0 selected)

Check the fields you want to update, then enter the new values:

Partner Type

Pipeline Stage

Account Owner (Rep)

CSM

Credit Manager

Primary Submarket

Service Date

Confirm Bulk Changes

Are you sure you want to update 0 selected brokers with the following changes?

Creating broker...

Export Brokers

Brokers to export

Current filtersExactly the brokers your search and filters match right now. All brokersIgnores the filters you have set. Still limited to brokers you have access to. Include Churned brokersAdds Churned brokers back in even if your Stage filter excludes them. Your other filters (submarket, rep, search, etc.) still apply. Brokers on Hold are not in this export at all — they belong to the Sales Pipeline portal (ISH-591).

Rows

One row per broker accountOne line per broker — its own details, with its platform companies listed in a single cell. Choose the option below to get the rep, submarket, CSM and Credit Manager assigned to each company. One row per companyBrokers with more than one platform company get one row per company, with broker columns repeated and the four Assigned columns (Rep, Submarket, CSM, Credit Manager) narrowed to that company. Brokers with none still get a single row.