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Property & Compliance Management

Open the Business Brokers register

Review broker companies and their staff.

Reviewed 27 October 2026Merged module 2.1.3
Where to goProperties Management → Property Operations → Business Brokers

Before you start

Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope.

Follow these steps

  1. Open the staff broker record or sign in to the Broker Portal, as indicated in the route.
  2. Review broker companies and their staff.
  3. View Own limits records according to broker ownership/company context.
  4. The result belongs to the intended broker company and remains accessible in that portal scope.

Fields, rules and limits

  • View Own limits records according to broker ownership/company context.

Check it worked

The result belongs to the intended broker company and remains accessible in that portal scope.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

View Own limits records according to broker ownership/company context.

Why is the record or action unavailable?

Staff use business-broker permissions; portal users must sign in with an active broker identity and stay within their broker scope. Check the current company and record relationship before requesting additional access.