When you log in to BrokerBridge for the first time, whether you’re a franchise owner, staff member, team leader, or agent, you’ll see a checklist.
Why this checklist?
Right now, we’re in a data validation period. Every two weeks, we manually upload data from the legacy intranets to BrokerBridge, and you can access both the legacy intranet and BrokerBridge.
We developed this checklist so you can verify whether we copied your data accurately. If you find any data discrepancies, you can fix some of them yourself. For a few things, you’ll need to create a ticket. This is one of the most important activities in BrokerBridge right now, because as we add more tools, the accuracy of your data will affect everything that depends on it.
What will the checklist ask me to do?
Franchise owners and staff members share the same 5-step checklist. You’ll review your personal profile, make sure you can access the Documents section, review your franchise profile and team structure, and check whether you can see your active agents in BrokerBridge.
Team leaders have a 4-step checklist. You’ll review your personal profile, make sure you can access the Documents section, review your team structure, and check whether you can see your active agents in BrokerBridge. Since your team is part of a franchise, reviewing the franchise profile isn’t part of your checklist.
Agents have a 2-step checklist. You’ll review your personal profile and make sure you can access the Documents section.
To create a ticket for a data discrepancy, email brokerbridge-support@dlcg.ca. For how-to questions, email brokerbridge-training@dlcg.ca.