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
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.