The Broker User role grants a broker you work with limited access to your system so the broker may submit deals to you through MCA Suite. Instead of having to copy the information a broker sends via email, or some other channel, manually, you can simply create a Broker User account on MCA Suite and have the broker submit the application directly through the system. Likewise, you no longer have to send emails back and forth to track the status of deals since the broker can log in and view for the details.
Setting up a Broker User
To create a Broker User, you must first have an existing Company and Contact in MCA Suite that the system user will be affiliated with. You likely have a number of broker companies and contacts in MCA Suite that you work with already. Creating a Broker User and affiliating him with that company/contact record simply creates a log in for him on MCA Suite and lets you track his activity. Refer to What is a Contact for help with creating companies and contacts. Make sure to mark the company and contact type as 'Broker.'
Once you've done that, browse to Admin > User Admin > Users and click 'Add New User'. Fill in the required information and then select 'BROKER_USER' from the Roles dropdown:
You will be presented with two text fields for Broker and Contact. These are for the aforementioned broker company and contact that this user will need to be affiliated with. Enter both (the fields will auto complete as you type and you can select the company and contact) and click 'Add.' The broker will receive an email with the credentials you set up and he can then log into the MCA Suite Broker Portal.
The Broker Portal is a view designed specifically for brokers that wish to submit deals to your MCA Suite instance and keep track of their status. Here is an example of what a broker will see when he logs in:
Broker - Deal Tracking Details
Suppose Bob didn't enter in a deal through MCA Suite and only sent it to you via email. If you entered his affiliated Broker Company and Contact into the Source Company and Source Contact fields of the deal's details, it will STILL show up on Bob's list of Accepted Deals. This will allow Bob to track the status of that deal without having entered it in the system himself.