Getting Started
Quick Start Guide
Last Updated: December 16, 2025This video will walk you through a quick start, from creating a transaction to completing tasks, uploading and reviewing documents, calculating commissions, and all the way to a successfully closed transaction. You will see the agent perspective and an admin perspective.
Logging into My Broker Cloud
Last Updated: November 2, 2025Who It’s For: All Users (Agents, Brokers, Admins) What It Does Allows users to securely log into their My Broker Cloud account via either the main website or their assigned subdomain. Video Walkthrough Option 1: Login from the Main Website Option 2: Login Directly via Subdomain Forgot Your Password? FAQs Q: What if I don’t…
Adding Users
Last Updated: November 2, 2025Who It’s For: Super Admins only What It Does Allows super admins to add, edit, and manage user accounts — individually or in bulk — including setting roles, permissions, and commission details. Required Permissions: Video Walkthrough Accessing the Users Menu: Option 1: Option 2: Add a Single User: Bulk Upload Users: Managing Existing Users: More…
User Roles & Permissions
Last Updated: November 2, 2025Who It’s For: Super Admins What It Does Roles and permissions define what each user can see and do inside My Broker Cloud. You can assign users to default roles or create custom role groups based on your company’s specific needs. Video Walkthrough Accessing Role Settings: Option 1: Option 2: What You’ll See: Understanding Permissions:…
Dashboard Customization
Last Updated: November 2, 2025Who It’s For:Dashboards are available to all users. They bring together key widgets that display important data and make it easily accessible. Each user and role can have their own customized dashboard layout. Video Walkthrough What it Does Dashboards allow users to view and interact with real-time data from across the platform. They: Where to…