How to update your brokerage's logo & information

How to update your brokerage's logo & information

Getting There: Admin tab → Brokerage Settings

OVERVIEW

Admins have the ability to update their brokerage's logo, along with agent profile information such as mobile numbers, associated branches, member IDs, and emails.  To update your brokerage's name, sub-brokerage name, office address, or brokerage contact information, you will need the assistance of a BrokerBay support team member. 


Updating your brokerage logo 

1. Go to the Admin tab on the left side of the screen 

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2. Click on Brokerage Settings 

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3. Under the General section, you will see an Edit Logo option—click the Upload button to add a new logo or make changes to your existing one

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Updating other brokerage information

To update your brokerage's name, sub-brokerage name, office address, or brokerage contact information, please reach out to support@brokerbay.ca so we can assist you!  Please include the following information in your email, depending on what you need updated:

  • Your current brokerage/sub-brokerage's name, along with the changes you want to be made
  • The current address of an office location and the new address that it should be replaced with
  • Your office's current phone/fax number, along with the new phone/fax number that should replace them

 

TROUBLESHOOTING & FAQS

My agent’s mobile number is incorrect in BB’s agent roster—how do I fix this?

The mobile field in the BrokerBay booking screen is fully editable by listing agents and admins across the platform. If an admin or listing agent updates a showing agent's mobile number during the booking process, that number will be saved and updated across the platform.

To change an agent's mobile number in the roster, an admin or the agent themselves can simply correct the number in the appointment booking screen when booking their next showing and the update will save moving forward.

*Note: the update will only save if the showing is actually booked—simply editing the number and backing out of the booking screen will not result in any changes being made.

 

What do I do if an agent's branch is incorrect?

Updating an agent's branch can be done right from the agent's profile:

  1. Navigate to the Admin tab → Manage Users
  2. Click on the user in question
  3. Scroll down to the Brokerage section and make changes to the agent's branch, team & address as needed

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You can only select a branch that already exists in the BrokerBay system—if a new branch needs to be created, reach out to support@brokerbay.com for assistance. Don't forget to click Save Changes when you're done!