Navigation:  Brokers > BrokerDetail Tabs > Profile Tab

Click on the Profile tab to edit or view an existing profile. If there are already profiles relating to the broker, the user will be presented with a list.

 

In this area the user can add information to build a profile on your broker. See Administration for instructions on setting up your Profile Items.

 

 

Once you have set up this area in Administration, it can be filled in particular to each Broker.

 

Click in the Item Value field and type the response to the Item Description for that Broker.  If this changes over time, you can  delete and retype your response.  Click to Save all data.