Broker Tab Overview
- Kayleigh Bradley-Vogt 📊 (Unlicensed)
Background Understanding:
User - A individual contact of the association.
Access Level - A set of permissions assigned to a user
Role - The term to defines the relationship between an Individual and an Organization. Roles have an access level that are associated to them, specifically regarding access to the Info Hub since roles are built to be used for none staff users.
Role Setting - When a customer defined role is used for the bases of populating the Broker Tab
Why this matters:
Our REALTOR® customer need to be able to communicate effectively and concisely with their Broker Members. A single broker could have multiple offices and many, many agents as part of their brokerage.
What we built:
In Q3 we will be rolling out a page that allows back office staff to review their membership base with the Broker as the head of a brokerage. There will be a new tab in the Membership Module called Broker that will be a table for information: the broker, their office(s), their agents, and all the open membership invoices associated with that broker.
An association staff person will be able to filter the information based on the type of membership e.g. MLS membership or REALTOR can send statements and communication to the Broker based on the filtering.
Unlike the Grouped Statement, this can be sent to the Broker rather than an office and allows for a Broker with multiple offices to receive one statement.
Existing Customers: How to set this up
Depending on the size and scale of your association will help determine the right path to getting your broker tab set and working.
Many associations already have their Broker or designated realtor set as the primary contact for an office and have them setup as User - Primary for the offices. If this is the case use this setup guide:
Go to setup > Users > Role Settings
Click on Broker and assign User - Primary
Navigate back to the Broker Tab and review. Take some time to validate if this brings in most or all of your brokers or does is bring in many other individuals too.
If it’s looks good create a Broker role with the desired Access Level to the info hub
If DR or something else makes more sense, name it that.
Now to make the update
You can do the update manually if you’d like
For every office, ensure that the broker is set as such by editing the contact’s relationship to the org
You can use a Data Tool “Set Contact Org Access Levels” if your Brokers are set as the Primary Contact for the organization
Filter to the Primary Contact and mass update them from User-Primary (or current Role) to Broker
New Customers
New REALTOR® databases are prepopulated with the Roles Broker and Office Manager. During setup, work with conversions and onboarding to ensure that the role of Broker is set between the brokers and the offices they manage.