How Do I Add a Broker (Company)?

A Broker Company is a Contact with a Contact Type = Broker in MCA Suite (more information on Contact Types).

To create a Broker Company, locate and click on the Contacts icon on the left menu:

The next page will display a listing of Contacts broken up into Company and People. To create a Broker Company, click on the the Company icon on the right of the page:

A slide-out will appear where you can enter the Broker's details. MCA Suite only requires the following fields: 

1. Name (legal name of the Broker)
2. Type (contact type should be: Broker) 

Click on "Create" to save the Broker Company.