Marking the Steps complete

As a franchise owner, if my staff complete steps 3, 4, and 5 of my checklist, do I still need to mark them complete?

Yes. BrokerBridge tracks checklist progress in each person’s own login. Even when your staff review your franchise profile, team structure, and agents for you, those steps won’t show as complete in your checklist until they’re marked there too. You have two easy options.

Option 1: Mark them complete yourself

Log in to BrokerBridge, open each section your staff reviewed, and click I Confirm that I have reviewed this section at the top. It only takes a moment per section.

Option 2: Let us mark them complete for you

Short on time? Email brokerbridge-support@dlcg.ca and let us know your staff have reviewed steps 3, 4, and 5. We’ll mark them complete for you in the backend, so you don’t have to log in to do it.

For how-to questions, email brokerbridge-training@dlcg.ca.

 

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