Tools
Task Template Setup
Last Updated: November 5, 2025Who It’s For:Task Templates are available to everyone but are primarily managed by Admins and Super Admins. They allow brokerages to maintain consistency by standardizing the tasks and documents applied to transactions. Video Walkthrough What it Does Task Templates let you define reusable task lists that can be automatically or manually applied to transactions. This…
Task Manager
Last Updated: November 2, 2025Who It’s For:The Task Manager is for all users, including agents, admins, brokers, and transaction coordinators. Permissions determine which tasks each user can view or manage. Video Walkthrough What it Does The Task Manager consolidates every assigned or shared task across all transactions into one central view. It allows users to: Where to Access Navigate…
Task Lists
Last Updated: November 2, 2025Who It’s For:The Task List is for all users — agents, admins, brokers, and transaction coordinators. It ensures that every required step or document is tracked and completed on time within each transaction. Video Walkthrough What it Does The Task List provides an organized, transaction-specific checklist for all tasks and document requirements. It allows users…
Resource Library
Last Updated: February 1, 2026Who It’s For:Resource Library (formerly Drives) is designed for Brokerages and managed by Admins or Super Admins. This section provides a central, permission-based location for storing, organizing, and sharing documents within your office. Video Walkthrough What it Does The Resource Library feature creates shared folders within My Broker Cloud where brokerages can store and organize…
Real Estate Roadmap – Home Selling Process
Last Updated: November 2, 2025Who It’s For:The Home Selling Process module is designed for all users but primarily managed by Admins. It gives clients clear visibility into their transaction progress and helps brokerages improve client communication and satisfaction by managing expectations. Video Walkthrough What it Does The Home Selling Process allows you to create and display a series of…
Announcements
Last Updated: November 2, 2025Who It’s For:Announcements are available to all users and serve as a quick way to share messages across your brokerage. Admins and brokers typically create announcements to communicate updates, reminders, or important notices. Video Walkthrough What it Does The Announcements feature provides a central messaging system inside My Broker Cloud. It allows you to: Where…
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…