Here are some commonly asked questions from the Broker Community that we've bundled up to help you find answers, fast.
What are the different user types?
How do I add a new client to my account?
How do I send a welcome or welcome back letter?
Where can I view client and employee statuses?
How do I add employees via the Preloading Template?
How do I initiate a Broker transfer?
How do I add additional Brokers for my agency in FormFire?
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