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In this quick demo, we show you how to add other brokers to your account on DealBuilder.

We guide you through the steps of navigating to the brokerage settings, where you can view all the projects associated with your brokerage and the list of current brokers.

We explain the difference between a standard broker and an admin broker, and how to invite a new broker using the universal sign-up link or by generating a unique sign-up link for admin brokers.

Key Steps

1. Navigate to the home screen and click on the profile icon at the top right.
2. Select "Brokerage Settings" from the dropdown menu.
3. In the Brokerage Settings section, locate the tabs displaying different projects and current brokers.
4. To add a new broker, click on the "Invite Broker" button.
5. Choose between adding a "Standard Broker" or an "Admin Broker":some text
   • Standard Broker: Can create projects under their own account but cannot access the full list of brokerage projects.
   • Admin Broker: Can view all projects within the brokerage, add themselves to deals, and manage contributors.
6. For a Standard Broker:some text
   • Click on "Standard Broker" to generate a universal sign-up link.
   • Share the link with the broker via email for registration.
7. For an Admin Broker:some text
   • Enter the broker's first name, last name, and email.
   • A unique sign-up link will be generated.
   • Send the link to the broker via text or email for registration.
8. The broker will create a password and become a part of the brokerage.
9. Admin privileges allow managing projects, viewing contributors, and adding contributors to deals.

Notes

• Ensure that the appropriate type of broker (Standard or Admin) is selected based on the level of access required.
• Keep track of the brokers added to maintain security and access control within the account.

Tips for Efficiency

• Use the universal sign-up link for adding multiple Standard Brokers efficiently.
• Communicate clearly with brokers about their access levels and responsibilities within the Deal Builder account.
• Regularly review and update the list of brokers to ensure smooth operation and security.

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