Using Focus3

Brokers & Broker Offices

Overview

• A Broker is an individual, usually not an Employee, who has a relationship with and is responsible referring a Contact to a Property.
• Brokers usually have an agreement with a Property to earn a commission on any Sales closed for Contact that they refer to the Property.
• Users may assign a Broker to a Contact when adding or editing the Contact on the Contact Details page. The assigned Broker is also displayed on the Contact Summary page.
• Assigning Brokers to Contacts is optional.
• A Broker Office is the organization or company that a Broker works for.
• To add Brokers to Focus3, you must first add a Broker Office, then add Brokers (Employees) to the Broker Office.

Related Tasks

• Users must have the "Manage Sales & Marketing Attributes" Permission.
• To Add/Edit Broker Offices:
  • Click on the "Admin" tab to display the Admin page.
  • Click on the "Brokers" link to display the Broker Offices page. By default, the Broker Offices page lists all of the active Broker Offices in alphabetical order. To view all (Active and Inactive) Broker Offices, select the "All Broker Offices" option in the drop-down menu on the upper-right.
  • Click on the Broker Office Name that you'd like to modify, or click on the "Add Broker Office" link to add a new Broker Office. The Broker Office Detail page will be displayed.
  • Complete all fields as desired and click the "Save" button. See the Broker Office Field Descriptions for detailed field descriptions.
• To Add/Edit Brokers:
  • Click on the "Admin" tab to display the Admin page.
  • Click on the "Brokers" link to display the Broker Offices page. By default, the Broker Offices page lists all of the active Broker Offices in alphabetical order. To view all (Active and Inactive) Broker Offices, select the "All Broker Offices" option in the drop-down menu on the upper-right.
  • Click on the Broker Office Name that you'd like to add a new Broker to. The Broker Office Detail page will be displayed.
  • Click the "Add Broker" link in the "Brokers" section bar to display the Broker Detail page.
  • Complete all fields as desired and click the "Save" button. See the Broker Field Descriptions for detailed field descriptions.

Field Descriptions

• Broker Office
  • Broker Office ID
    • System-generated field.
    • Unique Broker Office identifier. (ex. 12)
  • Broker Office Name
    • Required text input.
    • Title of Broker Office. (ex. Century 21)
  • Address 1
    • Required text input.
    • Primary street address. (ex. 123 Park Avenue)
  • Address 2
    • Optional text input.
    • Secondary address information. (ex. Apt. 456)
  • City
    • Required text input.
    • City name. (ex. Dallas)
  • State
    • Required text input.
    • State abbreviation. (ex. TX)
  • Postal Code
    • Required text input.
    • Zip/postal code. (ex. 12345)
  • Disclosure
    • Required drop-down value.
    • Records if Disclosure is required. (ex. Yes or No)
  • Active
    • Required drop-down value.
    • Activates or deactivates the Broker Office. (ex. Yes or No)
• Broker
  • Broker ID
    • System-generated field.
    • Unique Broker identifier. (ex. 12)
  • Name
    • Required text input.
    • Broker's first and last name. (ex. John Smith)
  • Email
    • Required text input.
    • Broker's email address. (ex. jsmith@abccompany.com)
  • Phone
    • Optional text input.
    • Contact's primary phone number. (ex. (555) 555-5555)
  • Mobile
    • Optional text input.
    • Contact's cell phone number. (ex. (555) 555-5555)
  • Active
    • Required drop-down value.
    • Activates or deactivates the Broker. (ex. Yes or No)

Related Items

• Contact Summary
• Contact Search
• Reports