A brokerage is a company profile that can own several customer teams. Open Customers → Brokerages. You need Manage Orders.
The Brokerages List
Summary cards show Total brokerages, Assigned teams, Branding enabled, and Logos uploaded. Use Search, Reset, and Per Page.
Create a Brokerage
Select Create Brokerage.
- Brokerage Profile: Brokerage Name, Phone Number, Website, and Address.
- Scheduling Review: Follow product and team rules, Always require scheduling review, or Always allow self-scheduling. Individual customer and team settings still take priority.
- Brokerage Branding: turn on Use Brokerage Branding and set colors and typography for property websites. Choose whether websites show the brokerage brand directly or use it when auto branding finds no enabled team brand.
- Save.
Edit a Brokerage
Select Edit to update contact details, the Brokerage Logo, Assigned Teams, Attached Customers, and branding. Turn branding off to hide the brokerage brand from automatic property website branding. Select Save Brokerage.
Brokerage Activity shows a history visible to workspace users and the customer who owns this brokerage.
Brokerage Settings
Use the settings button to open Brokerage Settings. These control what customers can do in the portal when their team is not attached to a brokerage:
- Allow customers to create brokerages: customers can create a brokerage from the portal, and their team is attached automatically.
- Allow customers to join brokerages: customers can search for an existing brokerage and attach their team.
Select Save Settings.