Real Estate Management — Business brokers and broker portal
Manage broker companies/staff and use the dedicated broker authentication, profile, notification, property, request and finance workspaces.
01Open the Business Brokers registerReview broker companies and their staff.Admin Area → Property Operations → Business Brokers02Create a business-broker companyAdd broker identity, addresses, contact data, plan/profile and access context.Admin Area → Property Operations → Business Brokers → New03Edit a business-broker companyUpdate profile, contact, address and related access details.Admin Area → Property Operations → Business Brokers → open broker → Edit04Delete a business-broker companyRemove an unused broker only after checking staff and property requests.Admin Area → Property Operations → Business Brokers → Delete05Open broker staffReview staff within a broker company.Admin Area → Property Operations → Business Brokers → open broker → Staff06Create broker staffAdd a broker portal user with identity, email, password and profile values.Admin Area → Property Operations → Business Brokers → open broker → Add Staff07Edit broker staffUpdate broker portal identity and account profile.Admin Area → Property Operations → Business Brokers → open broker → Staff → Edit08Remove broker staff or company profile imagesUse the supplied image-removal actions.Admin Area → Property Operations → Business Brokers → open company/staff profile09Open the broker portal loginAuthenticate through the module’s dedicated broker route.Broker Portal → Login10Register a broker portal accountUse the public registration form when the broker portal and route permit registration.Broker Portal → Register11Validate broker registration email and CAPTCHAResolve duplicate-email or reCAPTCHA validation before registration.Broker Portal → Register12Reset a broker portal passwordRequest and complete the broker reset-password flow.Broker Portal → Forgot Password → email link13Log out of the broker portalEnd the broker portal session through its logout action.Broker Portal → Account menu → Logout14Edit the broker portal profileUpdate name, contact, social links, profile image and password fields.Broker Portal → Profile15Change broker portal languageSwitch to a registered language through the profile/menu action.Broker Portal → Language16Use broker portal notificationsReview, mark one/all read and open notification details.Broker Portal → Notifications17Use the broker portal dashboardReview the broker’s accessible summary data.Broker Portal → Dashboard18Manage broker portal company profileEdit the broker’s own company record through the dedicated form.Broker Portal → Company Profile19Browse broker portal propertiesReview property listings visible to the broker.Broker Portal → Properties20Create or edit a broker portal property listingUse the broker property form and all supported attachments/rooms.Broker Portal → Properties → New/Edit21Delete a broker portal property listingRemove a broker-owned property after checking requests and files.Broker Portal → Properties → Delete22Manage broker portal property ownersList, create, edit, status-change or delete owners within broker scope.Broker Portal → Property Owners23Create a broker portal buy or rent requestUse Requests or Rent Requests with the selected client/property data.Broker Portal → Requests / Rent Requests → New24Convert a broker request to contractCreate a CRM contract from an eligible request.Broker Portal → Requests → open request → Convert to Contract25Convert a broker request to invoiceCreate a CRM invoice from an eligible request.Broker Portal → Requests → open request → Convert to Invoice26Use broker portal contractsCreate/edit, sign/un-sign, renew, copy, comment, attach, PDF and email contracts.Broker Portal → Contracts27Use broker portal invoicesCreate/edit, cancel/un-cancel, mark sent, email, PDF and manage attachments.Broker Portal → Invoices28Record a broker portal invoice paymentUse the payment form with amount, mode, transaction ID and note.Broker Portal → Invoices → open invoice → Record Payment29Use broker portal paymentsOpen payment records, PDFs and email actions.Broker Portal → Payments30Use broker portal dashboard reportsReview buy/rent status, property type, listing status and operational reports.Broker Portal → Dashboard / Reports31Understand broker portal layout helper methodsDo not treat layout/data/view/title/disable-navigation methods as separate user pages.Broker Portal pages