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How to Communicate with our Brokerage Team?

This video shows you the steps to follow if you need to communicate with our brokerage team in regards to any of your sites/quotes etc.

 

Key Points to Remember: 

1. You can add  notes within Broker 360 to communicate with our brokerage team.

2. You must select the appropriate option from the drop down list.

3. "Broker Internal" should only be used if you want to communicate with your internal team. Any notes created with this option will not be sent to our brokerage team.

4. You can create site level or company level notes. Its Preferred to create site notes as they are more specific and relate to a particular site within the company.