Real Estate Management — Business brokers and broker portal
Manage broker companies/staff and use the dedicated broker authentication, profile, notification, property, request and finance workspaces.
Open the Business Brokers register
Open the Business Brokers registerReview broker companies and their staff.Admin Area → Property Operations → Business Brokers
Open guide →GuideCreate a business-broker company
Create a business-broker companyAdd broker identity, addresses, contact data, plan/profile and access context.Admin Area → Property Operations → Business Brokers → New
Open guide →GuideEdit a business-broker company
Edit a business-broker companyUpdate profile, contact, address and related access details.Admin Area → Property Operations → Business Brokers → open broker → Edit
Open guide →GuideDelete a business-broker company
Delete a business-broker companyRemove an unused broker only after checking staff and property requests.Admin Area → Property Operations → Business Brokers → Delete
Open guide →GuideOpen broker staff
Open broker staffReview staff within a broker company.Admin Area → Property Operations → Business Brokers → open broker → Staff
Open guide →GuideCreate broker staff
Create broker staffAdd a broker portal user with identity, email, password and profile values.Admin Area → Property Operations → Business Brokers → open broker → Add Staff
Open guide →GuideEdit broker staff
Edit broker staffUpdate broker portal identity and account profile.Admin Area → Property Operations → Business Brokers → open broker → Staff → Edit
Open guide →GuideRemove broker staff or company profile images
Remove broker staff or company profile imagesUse the supplied image-removal actions.Admin Area → Property Operations → Business Brokers → open company/staff profile
Open guide →GuideOpen the broker portal login
Open the broker portal loginAuthenticate through the module’s dedicated broker route.Broker Portal → Login
Open guide →GuideRegister a broker portal account
Register a broker portal accountUse the public registration form when the broker portal and route permit registration.Broker Portal → Register
Open guide →GuideValidate broker registration email and CAPTCHA
Validate broker registration email and CAPTCHAResolve duplicate-email or reCAPTCHA validation before registration.Broker Portal → Register
Open guide →GuideReset a broker portal password
Reset a broker portal passwordRequest and complete the broker reset-password flow.Broker Portal → Forgot Password → email link
Open guide →GuideLog out of the broker portal
Log out of the broker portalEnd the broker portal session through its logout action.Broker Portal → Account menu → Logout
Open guide →GuideEdit the broker portal profile
Edit the broker portal profileUpdate name, contact, social links, profile image and password fields.Broker Portal → Profile
Open guide →GuideChange broker portal language
Change broker portal languageSwitch to a registered language through the profile/menu action.Broker Portal → Language
Open guide →GuideUse broker portal notifications
Use broker portal notificationsReview, mark one/all read and open notification details.Broker Portal → Notifications
Open guide →GuideUse the broker portal dashboard
Use the broker portal dashboardReview the broker’s accessible summary data.Broker Portal → Dashboard
Open guide →GuideManage broker portal company profile
Manage broker portal company profileEdit the broker’s own company record through the dedicated form.Broker Portal → Company Profile
Open guide →GuideBrowse broker portal properties
Browse broker portal propertiesReview property listings visible to the broker.Broker Portal → Properties
Open guide →GuideCreate or edit a broker portal property listing
Create or edit a broker portal property listingUse the broker property form and all supported attachments/rooms.Broker Portal → Properties → New/Edit
Open guide →GuideDelete a broker portal property listing
Delete a broker portal property listingRemove a broker-owned property after checking requests and files.Broker Portal → Properties → Delete
Open guide →GuideManage broker portal property owners
Manage broker portal property ownersList, create, edit, status-change or delete owners within broker scope.Broker Portal → Property Owners
Open guide →GuideCreate a broker portal buy or rent request
Create a broker portal buy or rent requestUse Requests or Rent Requests with the selected client/property data.Broker Portal → Requests / Rent Requests → New
Open guide →GuideConvert a broker request to contract
Convert a broker request to contractCreate a CRM contract from an eligible request.Broker Portal → Requests → open request → Convert to Contract
Open guide →GuideConvert a broker request to invoice
Convert a broker request to invoiceCreate a CRM invoice from an eligible request.Broker Portal → Requests → open request → Convert to Invoice
Open guide →GuideUse broker portal contracts
Use broker portal contractsCreate/edit, sign/un-sign, renew, copy, comment, attach, PDF and email contracts.Broker Portal → Contracts
Open guide →GuideUse broker portal invoices
Use broker portal invoicesCreate/edit, cancel/un-cancel, mark sent, email, PDF and manage attachments.Broker Portal → Invoices
Open guide →GuideRecord a broker portal invoice payment
Record a broker portal invoice paymentUse the payment form with amount, mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment
Open guide →GuideUse broker portal payments
Use broker portal paymentsOpen payment records, PDFs and email actions.Broker Portal → Payments
Open guide →GuideUse broker portal dashboard reports
Use broker portal dashboard reportsReview buy/rent status, property type, listing status and operational reports.Broker Portal → Dashboard / Reports
Open guide →GuideUnderstand broker portal layout helper methods
Understand broker portal layout helper methodsDo not treat layout/data/view/title/disable-navigation methods as separate user pages.Broker Portal pages
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