Getting Started
Everything you need to get going.
By Jarrett1 author5 articles
Getting Started With BrokiWelcome to Broki. This guide walks you through the essential setup steps so you can go from zero to fully operational quickly and correctly.
The Partners Section is Broki’s referral relationship management system.Learn how to use the partners section more efficiently.
Underwrite Mortgage Files Directly in BrokiThe Assessment Tab allows you to underwrite mortgage files directly inside Broki without preparing a full application.
Client Portal & ExperienceClient Portal gives your clients 24/7 self-service access to their mortgage file through a secure, shareable link.
Templates SectionThe Templates section (Sidebar → Templates) is Broki’s central library for reusable content.