Our franchise has more than one owner. Do all of us need to complete the checklist?

Yes. BrokerBridge tracks the checklist for each owner, not for the franchise as a whole, so every owner needs to complete it in their own login. The good news: you don’t each have to do all the work.

Steps 1 and 2: every owner does these personally

Each owner confirms their own personal details (step 1) and makes sure they can access the Documents section (step 2). No one can complete these on your behalf.

Steps 3, 4, and 5: one review is enough

These steps cover your shared franchise information: your franchise details (step 3), your team structure (step 4), and your active agents (step 5). Any one owner, or a staff member, can review this information once for the whole franchise.

However, every owner still needs to mark steps 3, 4, and 5 complete in their own login, even if someone else did the actual review.

Short on time?

Once the review is done, email brokerbridge-support@dlcg.ca and let us know which owners need steps 3, 4, and 5 marked complete. We’ll mark them complete for you in the backend.

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

 

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