Save a broker to your book. Their info will auto-fill when you bind a loan to them in the sizer.
Broker Book
Brokers you work with, with deal history and commission totals.
Top Brokers by Volume Closed
RANKED BY SUM OF LOAN AMOUNT WHERE STATUS=CLOSED · TOP 5
Merge Duplicate-Email Brokers
Brokers grouped by matching email OR normalized name (the name
fallback catches cross-email dupes — verify these really are
the same broker before merging). Groups spanning multiple LOs
are tagged Cross-LO
— the loser's loans move to the winner's LO namespace.
Losers' loans, companies, and history fold into the winner;
loser blobs are deleted.
Migrate inline broker data
Sweeps every loan, finds inline broker fields (name/email/phone) that
haven't been linked to a Broker record, dedupes them, and stamps a
brokerId back on the loan. After this runs, the Brokers
admin view will correctly aggregate historical deal flow per broker.