video1.0<iframe src="https://www.loom.com/embed/53d56cbe3991429599a5456a2cb35a36" frameborder="0" width="1902" height="1426" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14261902Loomhttps://www.loom.com14261902https://cdn.loom.com/sessions/thumbnails/53d56cbe3991429599a5456a2cb35a36-426ef1b2a08cfe83.gif72.797This Loom explains how to manually add a client in BrokerPlus without re-importing data. It notes that there is a specific button on the Refinance page and the Renewals page to add a new client and fill in the details. The video recommends choosing Lead for prospects not yet closed, and Closed for clients whose deals have been funded. It emphasizes filling out as much information as possible because more details help the system evaluate future opportunities like interest rate differential and potential debt consolidation.