Overview
As a Franchise Owner, BrokerBridge provides tools to manage your franchise structure, teams, and people. Before using BrokerBridge regularly, we recommend completing the onboarding checklist below.
Recommended Setup Steps-
Step 1: Review Your Franchise Profile
Confirm:
- Franchise name
- Contact information
- Addresses
- Licensing information
Step 2: Review Your Teams
Confirm:
- Team names
- Team Leads
- Team statuses
- Sub-team relationships
Step 3: Review Your People
Confirm:
- Agents
- Staff
- Team assignments
- Statuses
Step 4: Review Your Personal Profile
Confirm:
- Contact information
- Professional details
- Licenses
- Personal documents
Step 5: Begin Using BrokerBridge
Once your data has been reviewed, you can begin using BrokerBridge as your primary organizational management tool.
Related Training