What is the BrokerBridge checklist, and why do I need to complete it?
BrokerBridge is DLCG’s new Broker Management System. The checklist is how you get set up properly on the platform. When you complete it, your information in BrokerBridge is accurate and ready to use.
Your checklist depends on your role
Franchise owners and staff members have a 5-step checklist:
- Personal Information: your own profile details
- Documents: your personal Documents section
- Franchise Profile: your franchise details
- Team Structure: the teams within your franchise
- Persons Structure: the agents and staff in your franchise
Team leaders have a 4-step checklist: Personal Information, Documents, Team Structure, and the agents on your team.
Agents have a 2-step checklist: Personal Information and Documents.
Your Documents section will be empty for now. That’s expected, and you can still mark the step complete as long as you can open it.
Why this matters
- We’re retiring the legacy intranets. BrokerBridge will replace the DLC, MCC, and MA intranets. Everything you rely on them for today will live in BrokerBridge in the future, and this checklist makes sure your information is there properly.
- Confirming with you is the fastest route. Head office holds these records too, but you can confirm them in a single pass, rather than us verifying them one by one.
- It sets your starting point. Your information connects to licensing, onboarding, payroll, and your digital presence. You can update things later, but starting from an accurate picture means fewer surprises once BrokerBridge is running day to day.
- It clears the way for what comes next. The sooner the foundation is accurate, the sooner our development team can move on to new features.
- It makes your Leaderboard numbers add up. Until you complete your checklist, your funded volume may not reflect your full production. Once it’s done, review your numbers in Leaderboard. If they still look wrong, email brokerbridge-support@dlcg.ca, and we’ll look into it.
How long it takes
It depends on your role and the size of your franchise or team. An agent can finish in a few minutes. A large franchise takes longer, so give yourself proper time for it.
Franchise owners: you don’t have to do it alone
Steps 1 and 2 are personal, so you need to complete them yourself. For steps 3, 4, and 5, a staff member can help.
If you’d like a staff member to have a BrokerBridge account, email brokerbridge-support@dlcg.ca with their first name, last name, and email address. Your email serves as the authorization, and we’ll set up their account.
If your franchise has more than one owner, each owner completes steps 1 and 2 on their own. For steps 3, 4, and 5, one owner can review the content, but every owner still needs to mark each step complete in their own login. Short on time? Email brokerbridge-support@dlcg.ca, and we’ll mark them complete for you.
Staff members, team leaders, and agents complete their own checklists.
How to mark a step complete
When you log in, you’ll see a Profile Review Required panel listing your steps and your progress. Click Start Review to begin. At the top of each section, click I Confirm that I have reviewed this section once you’ve checked it.
Where to get help
Training questions, including questions about the checklist, go to brokerbridge-training@dlcg.ca. Technical issues go to brokerbridge-support@dlcg.ca.