Help centre

How can we help?

Broker roster, onboarding, and pipeline coverage

Pro

Last updated 2026-09-09

Onboarding, tracked per broker

The Roster page (Practice Management → Roster) shows every broker's onboarding progress at a glance — not started, in progress, or fully onboarded — with a five-item checklist behind each one:

  1. Employment/contractor agreement signed
  2. AML/CTF training completed
  3. Introduced to compliance procedures (best-interests duty, complaints register, CPD tracking)
  4. CRM/Frank access granted
  5. Introduced to the lender panel and assessment settings

Tick items off as a new broker completes them; the roster's status badge updates automatically.

Reassigning a pipeline

The same page is the entry point for reassigning a broker's leads and applications — for leave, a departure, or just rebalancing coverage — rather than digging through Settings to find it. It reuses the same reassignment action available elsewhere in the app; this page just makes it a natural place to reach for it when you're already looking at who's carrying what.

Was this article helpful?