- Knowledge Center
- Step 3: Deal In Progress
- Brokers/Agents/Finders
Why add Brokers/Agents/Finders to your Deal?
Adding brokers/agents/finders to your deals is an excellent way to drive revenue. They are able to easily add their own clients to the portal. They can set allocations for their clients, pre-fill their clients subscription agreements and can sign for their clients.
For more information on the broker workflow, please visit this page.