🤝 Brokers Settings
Comprehensive broker management and configuration settings for real estate partnership control
📋 Overview
Brokers Settings is a specialized configuration section designed for administrative departments and real estate company managers to control broker partnerships and their operational parameters. This section manages broker contract documentation, CIL (Client Information License) duplication policies, and new broker registration protocols.
These settings ensure proper broker onboarding, prevent data conflicts, and maintain professional communication standards throughout the broker management lifecycle.
📄 Contract Management
Configure broker contract documentation and file management for standardized partnership agreements and legal compliance across all broker relationships.
📎 Broker Contract
📄 Contract File Upload
Choose File: Upload the standard broker contract in PDF format that will be used as the template for all new broker partnerships. This ensures consistency in legal agreements and partnership terms across your organization.
📋 File Requirements: Upload must be in PDF format and contain all necessary legal terms, commission structures, responsibilities, and partnership conditions. This document becomes the foundation for all broker relationships.
🆔 CIL Management
Control Client Information License (CIL) duplication policies and messaging to prevent data conflicts and maintain data integrity across broker operations.
🚫 CIL Duplication Prevention
⚠️ Can't Add Duplicated CIL
ON/OFF Setting: Enable or disable the system's ability to prevent duplicate CIL entries across the entire broker database. When enabled, the system automatically checks for existing CIL records before allowing new entries.
🔄 Can't Add Duplicated CIL to Same Broker
ON/OFF Setting: Prevent individual brokers from having duplicate CIL entries in their personal records. This ensures each broker maintains unique client information licenses without internal duplications.
💬 CIL Response Messaging
❌ CIL Duplication Rejection Message
Configure the error message displayed when users attempt to add duplicate CIL entries. This message appears when the duplication prevention system blocks the entry.
📝 Example Message:
💡 Customization: Replace with your preferred error message to match your company's communication style and language preferences.
✅ CIL Duplication Acceptance Message
Configure the success message displayed when CIL entries are successfully added to the system. This confirms the completion of the CIL registration process.
📝 Example Message:
🎯 Professional Communication: Customize this message to provide clear confirmation and next steps for the user after successful CIL addition.
🛡️ Broker Registration Control
Configure default settings for new broker registrations and security protocols to maintain quality control over broker partnerships and onboarding processes.
🔒 Default Registration Settings
🚫 Block New Brokers By Default
ON/OFF Setting: Control whether new broker registrations are automatically blocked upon creation, requiring manual approval before they can access the system. This provides enhanced security and quality control over new partnerships.
🔐 ON - Enhanced Security: All new brokers require manual approval before system access, ensuring thorough vetting and verification processes.
🚀 OFF - Immediate Access: New brokers gain immediate system access upon registration, suitable for trusted partnership networks.
🔢 Contract Serial Management
Configure contract serial number generation for organized document tracking and professional contract numbering across all broker partnerships.
📋 Start Contract Serial From
Set the starting number for contract serial generation. This number will be used as the base for all subsequent broker contract numbers, ensuring organized and sequential contract tracking.
📝 Example Configuration:
Contracts will be numbered: 333, 334, 335, 336, and so on...
🎯 Sequential Numbering: Each new contract automatically receives the next number in sequence for organized tracking.
📊 Professional Documentation: Standardized numbering creates professional contract management and easy reference systems.
⚠️ Administrator Notice
Critical Broker Management Warning: Broker Settings configurations directly impact partnership management, contract generation, and data integrity across your broker network. Changes to CIL duplication policies and registration controls should be coordinated with legal and operations teams. Always test new settings in a controlled environment and ensure all staff are informed of policy changes before implementation.