When you initially set up your system, you will need to add the clients for each property that you work with. It is important to understand how the client is defined within Broker Brain. If you work directly with the bank, the client is the bank that owns the properties that you represent. If there is a Servicer that represents the bank, the Servicer will be known as the client, while the bank will be known as the sub client.
Additionally, you will want to add all of the information for the representatives that work for each client. All of this information is added onto the Clients tab.
For more information on working with Clients, click the
button next to the Clients
tab at left or click on one of the subpages listed below.