It allows you to:
Manage real estate agents, lawyers, gifting services, and other partners
Track referral volume and file count
Provide partners with a branded Partner Portal
Send automated file updates
Generate co-branded feature sheets for listings
This section is your relationship growth engine inside Broki.
1. Partner Categories
At the top of the Partners page, you’ll see category tabs.
Default Categories
Real Estate Agents
Lawyers
Gifting Services
You can create unlimited custom categories.
Add a New Category
Click the Gear Icon (top left near search)
Open Manage Partner Categories
Click Add New Category
Enter the category name
Click Save
Examples:
Inspectors
Appraisers
Accountants
Builders
Financial Planners
2. Adding a Partner
To add a new partner:
Click the Plus (+) Button
Select their category
Enter the following details:
Photo
Full Name
Email
Phone
Fax
Company / Brokerage
Department / Team
Company Address
Click Save
This creates the partner profile.
3. Partner Table Overview
The main partner table displays:
Name
Owner (if using multi-user system)
Email
Company phone
Address
Number of files
Total volume
Quick actions (Email / Preview / Edit / Delete)
This table gives you a high-level view of referral performance.
4. Partner Performance Metrics
When you open a partner profile, you’ll see:
Total files
Files in progress
Completed files
Total volume
Average file size
This gives you clear business intelligence on your referral relationships.
File Attribution Control
On each associated file card, you can toggle:
Whether the file was sent to them
Or they sent it to you
This allows you to:
Exclude certain files from volume tracking
Track inbound vs outbound referral flow accurately
5. Partner Portal
The Partner Portal provides real-time transparency to referral partners.
How to Access
From the partner page, you can:
Copy portal link
Open portal
Send portal access email
What the Portal Displays
The portal:
Does NOT show sensitive financial data
Shows active files
Shows client names
Shows property addresses
Displays pipeline stage progress
Displays key dates
Shows mortgage team members
Displays client contact info
Shows full pipeline format
Hidden stages in your pipeline are also hidden from partners.
File Detail View
When a realtor clicks into a file, they can see:
Full stage progression
Current status
Key dates
Assigned team members
Realtor Document Upload
Partners can upload documents directly through the portal, including:
Accepted offers
Property disclosure statements
MLS Form B
Other real estate documentation
Uploaded documents automatically appear in the file’s Documents Tab.
This is optional but provides strong added value.
6. Sending Partner Updates
To send a status update:
Open the client file
Click Send Update
This opens the Realtor Update Module.
You can:
Edit subject line
Add custom message
CC / BCC recipients
Choose signature
Select sending team member
The system automatically inserts:
Client name
Current stage
Partner portal link
This ensures structured and consistent communication.
7. Partner Details Page Tabs
When viewing a partner profile, you’ll see multiple tabs.
Files Tab
Displays all associated files.
Shows:
File name
Status
Volume
Progress
Contacts Tab
Displays all contacts linked to that partner.
Associates Tab
Add secondary contacts such as:
Admin staff
Transaction coordinators
Team assistants
Associates are connected under the primary partner.
Notes Tab
Internal-only note system.
You can:
Add notes
Mention team members
Use rich text editor
Create threaded conversations
Color code notes
Attach files
Not visible to the partner.
To-Dos Tab
Create partner-specific tasks:
Assign to team members
Set due dates
Filter by status
Use templates
Ideal for relationship management follow-ups.
8. Feature Sheet Generator
The Feature Sheet tool creates co-branded listing sheets for realtors.
Setup Process
Inside the Feature Sheet tab:
Select team member to feature
System fetches company logo automatically
Realtor contact info auto-populates
Select realtor type (Realtor / PREC)
Select province (for closing cost calculations)
Upload realtor headshot
Choose brokerage logo
Choose accent color
Add disclaimer
Add bottom heading / tagline
Add QR code (application link, calculator, etc.)
Output Includes
The generated feature sheet displays:
Property address
Price
Beds & baths
Square footage
Payment breakdowns:
25-year amortization options
30-year amortization options
Estimated closing costs
Estimated income requirements
Your contact card
Realtor’s contact card
Fully branded and customizable.
Common Image Error
If images do not display properly:
Use perfectly square images
Recommended size: 1080x1080 or 800x800
PNG or JPEG format
Improper formatting can cause display issues
9. Importing & Exporting Partners
From the main partner table, you can:
Import partners (CSV)
Export partners
Paginate results
Useful for CRM migration and bulk updates.
10. Strategic Value
The Partners Section helps you:
Measure referral performance
Provide transparency to agents
Strengthen relationships
Offer value-added tools
Increase repeat business
Improve communication consistency
It transforms referral partners into structured business channels.
11. Best Practices
Review partner volume metrics regularly
Send proactive stage updates
Encourage portal usage
Keep feature sheets updated
Track associates properly
Remove inactive partners
12. Common Mistakes
Not sending portal access
Forgetting to attribute files correctly
Ignoring partner notes
Using improperly formatted images
Failing to track inbound vs outbound volume
13. Design Philosophy
The Partners Section is built to:
Treat referral partners as business assets
Provide measurable performance tracking
Deliver structured communication
Add tangible value beyond transactions
Strengthen long-term relationships
Summary
The Partners Section is your:
Referral management hub
Volume & performance tracker
Partner portal system
Realtor update engine
Co-branded marketing tool
Relationship CRM
It integrates directly with:
Mortgage Files
Referrers
Commission tracking
Appreciation tools
Feature Sheets
This section turns referral relationships into measurable, scalable business systems.