Add or edit a broker

Add a broker before recording a contract made through them, or add them directly in the new contract wizard. Their contact people are added afterwards on the broker page.

From the side menu, open Lessors & brokers › Brokers and click Add broker. To edit a broker, click Edit on the broker page or the pencil icon in the list.

Fields

• Name (required).
• CR number: must not belong to another broker.
• Phone: must not belong to another broker.
• Address

How to add a broker

1. Click Add broker.
2. Fill in the fields.
3. Click Save broker, or Cancel to close without saving.

Required permissions

Brokers › Add to add; Brokers › Edit to edit.