video1.0<iframe src="https://www.loom.com/embed/06bb7e7ea85c4606bf7e431f6a9de90f" frameborder="0" width="1982" height="1486" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14861982Loomhttps://www.loom.com14861982https://cdn.loom.com/sessions/thumbnails/06bb7e7ea85c4606bf7e431f6a9de90f-3dfc14e95641ee22.gif248.792This Loom explains the BrokerPlus overview page and how to customize it to match your workflow. It highlights time-saved tracking at the top, including a breakdown of time spent on activities like client communications, and metrics such as deal equivalent capacity and start to submission. It then reviews the dashboard widgets, including Active Deals, Closing Soon, Tasks, Unread Messages, Today Overview, Deal Flow over the past 8 weeks, Needs Attention, Similar List, Pipeline drop-off, Deals by Type (57 percent purchases and 26 percent renewals), Closing per Month, New Leads by Month, Referral Sources, and the Deal Board. The Loom also shows how to rearrange widgets, resize them, delete widgets, and add from roughly 120 available widgets plus quick actions.