Broker Bridge: Basic Navigation

Broker Bridge looks busy at first, but the layout repeats across every page. The same elements sit in the same places whether you are on Manage Franchise, Manage Team, or Manage Person. The platform also has two built-in learning features that explain every clickable element to you on the fly. Once you know those exist, navigating the rest is mostly recognition.

This article covers the layout, the two learning features, and the three main record pages where Ops spends most of its time.

Start Here: Hints and Page Tour

When you first log in, the most useful thing you can do is turn on the platform's built-in learning aids before clicking around blindly.

Look for the Support button on the top right. Clicking it opens a small menu with three options: Request Support, Enable Hints, and Enable Page Tour.

Enable Hints

Clicking Enable Hints turns on small green circles scattered across the page. Each green circle marks something you can click.

When you click a green circle, a short tooltip explains what that element does.

Hints stay on until you turn them off. Once they are active, the menu label toggles to Disable Hints.

Enable Page Tour

Clicking Enable Page Tour starts a guided walkthrough of the current page. A small overlay appears with Back and Next buttons and a progress bar showing how many steps remain. Each step highlights one element and explains what it does. You can step through the whole tour or close it at any time using the X.

When to Use Each

Both features are non-destructive. Turning them on does not change anything in the system. They exist purely to help you learn the platform without needing someone to walk you through it.

Use Hints when you want to explore at your own pace. Use Page Tour when you want a structured walkthrough.

The Layout: What's on Every Page

Once you are in, the layout is consistent across the platform. The same elements sit in the same places whether you are on Manage Franchise, Manage Team, or Manage Person.

Left sidebar. The primary navigation. Four sections are visible: Franchise, Team, Person, and User. The User may not be available to all users. Franchise, Team, and Person are the main record types you will work with. User sits under Support Menu and is used for managing platform users.

Top right of the page. Three elements sit here. The network selector (the colored square showing the current network's logo) identifies which network's data you are currently viewing. The Support button opens the menu covered above. Your profile dropdown on the far right shows your name and account controls.

Page title. Sits at the top left of the content area and tells you which page you are on (Manage Franchise, Manage Team, Manage Person).

Search bar. Below the page title. Searches the records on the current page.

Filters button. Sits to the right of the search bar. Opens a side panel with more detailed filters specific to the page.

Add New button. Top right of the content area. Creates a new record of whatever type the current page handles. Available on Manage Franchise, Manage Team, and Manage Person.

The data table. The main content area. Each row is one record. Columns are page-specific, but most include sortable headers (the up-down arrow icon) and filterable headers (the funnel icon).

Records Open When You Click the Name

Across all three record types (Franchise, Team, Person), clicking the name in the table opens that record's profile. This is the primary way to drill into details, and it works the same way on every page. The full profile view is where most day-to-day work on a record happens.

Manage Franchise

The Manage Franchise page lists every franchise in the network. Key elements: the page title, the search bar, the Filters button, the Add New button on the top right, and the data table in the centre.

Columns in the data table include Franchise Name, Owner(s), Contact, Contract Type, Effective Date, and Status.

Filters Panel

Clicking Filters opens a side panel with:

• From Effective Date and To Effective Date (date range)

• Status Type (multi-select dropdown)

• Contract Type (Agency, Franchise, Corporate)

• Reset Filters and Apply Filters buttons at the bottom

Multi Owners Dropdown

When a franchise has more than one owner, the Owner(s) column shows a Multi Owners pill. Click it to reveal the full list of owners.

The Golden Rule for Creating a Franchise

A person record must exist before you create a franchise. When creating the franchise, it is mandatory to associate at least one owner, and that owner must be an existing person record. This rule is why person records often need to be created first when onboarding a new franchise group.

Manage Team

The Manage Team page lists every team in the network. Columns include Team Name, Team Lead, Franchise, Team Type, Effective Date, and Status. The same patterns from the Franchise page apply here: search, Filters, Add New, and clicking a team name opens the team's profile.

The one element unique to this page is the view toggle.

Two Views: Hierarchy and Flat List

The toggle sits to the right of the Filters button.

Hierarchy view groups sub-teams under their parent teams. A parent team with sub-teams shows a count in brackets, like "Team (4)". The total record count is lower in this view because sub-teams are nested rather than listed separately. In the current example, Hierarchy shows 363 teams.

Flat List view shows every team and every sub-team as its own row. The Team Type column distinguishes "Team" from "Sub-team". The total record count is higher because nothing is nested. The same data shown as 363 rows in Hierarchy shows as 955 rows in Flat List.

Use Hierarchy when you want to see how a franchise is structured. Use Flat List when you are searching for a specific sub-team or doing bulk work where the parent-child relationship does not matter.

Manage Person

The Manage Person page lists every person in the network. Columns include Full Name, Contact, Team/Franchise, Profile Type, Effective Date, and Status. Same patterns as the other two pages: search, Filters, Add New, and clicking a name opens the person's profile.

Multi Teams & Franchises Dropdown

When a person belongs to more than one team or franchise, the Team/Franchise column shows a Multi Teams & Franchises pill. Click it to see the full list. Same pattern as Multi Owners on the franchise page.

Filters Panel

The most detailed filter panel of the three pages:

• From Start Date and To Start Date (date range)

• Status Type

• Profile Type (Agent or Staff)

• Language(s) Spoken

• Franchise (search by name)

• Team (search by name)

The Profile Type filter is what distinguishes a person who works inside DLCG (Staff) from a person who is part of the broker network (Agent).

Statuses: The One Pattern That Applies Everywhere

Statuses apply to every record type in Broker Bridge. Person records, franchise records, and team records all carry a status. Only Ops controls these statuses.

On the Status column, there is a small icon next to the column header (looks like a small book). Click it to open the Status Type Definitions panel.

The same definitions panel opens regardless of which record page you are on.

The status types are:

Active. The entity is currently active and has access to Broker Bridge. Features and permissions vary by role and configuration.

Pending. The entity is under review or awaiting approval by a head office administrator or franchise owner. Access is restricted until the review is completed and the status is updated.

Terminated. The entity's profile has been terminated. No access is permitted and the record is archived.

Step X of 8. The entity profile is in the process of being created. All steps must be completed before the record can move to Pending. The number shows how many steps have been completed so far.

Suspended. The entity has been temporarily deactivated by an administrator. Access is restricted but may be reinstated later.

Invited. An invitation has been sent for onboarding, but the entity has not yet logged in. Only the onboarding portal is accessible at this stage.

Expired. The onboarding invitation or access window has lapsed. A new invitation is required.

Blocked. Access is fully denied due to suspension or policy violation. Login and all system functionalities are disabled indefinitely.

Status flows are not random. A typical lifecycle moves Step X of 8 → Pending → Invited → Active, with Suspended, Terminated, Expired, and Blocked covering exception cases. Knowing what each status means is the foundation for routing work correctly. A Pending record needs review. An Invited record needs follow-up. A Step X of 8 record needs the creator to finish what they started.