How to create a Person Record in BrokerBridge
- 7 hours ago
- 11 min read
A Person record in BrokerBridge represents an individual inside the DLCG network. This includes licensed mortgage agents, brokers, principal brokers, broker owners, administrators, assistants, and any other staff member who needs to exist in the platform.
Creating a Person is foundational. Until a Person record exists, they cannot be associated with a franchise. Many other BrokerBridge workflows depend on Person records already being in place, including franchise creation itself.
There are two paths to create a Person record:
Manually Add Profile (covered in this guide): Ops enters all the person's details directly. This is the right choice when Ops has the information on hand and wants to complete the record immediately.
Invite Person (not covered here): Ops sends the person an invite email so that the person completes their own onboarding. This is the right choice when Ops wants the person to verify their own information.
The manual workflow is divided into 8 steps. Steps 1 and 3 are required. Steps 2, 4, 5, 6, and 7 are optional and can be skipped depending on the situation. Step 8 is the review step where Ops verifies everything before committing the record.
This guide walks through every step in order, then covers what happens after the record is created, including how to activate the new profile.
Step 1: Navigate to the Person Section
Log in to Broker Bridge. From the left side panel, click Person.
This opens the Manage Person page, which lists every Person record currently in the system for your network.
Step 2: Open the Add Person Flow
From the Manage Person page, click Add New in the top right corner.
Step 3: Choose the Manual Path
You will see two options on the Add Person page: Manually Add Profile and Invite Person.
Click Add New under Manually Add Profile to begin the 8-step manual workflow.
BB Step 1: Person Basics
This is where you capture the person's identity, professional context, and contact details. It is the longest of the 8 steps and the most important, because every other step builds on the information entered here.
The progress bar at the top of the page shows 13% as you enter this step. The right-side panel shows all 8 steps with Step 1 highlighted as the current step.
Personal Information
Enter the following fields:
Legal First Name (Required)
Legal Middle Name (Optional)
Legal Last Name (Required)
Preferred Name (Required)
Salutation (Optional, dropdown)
Social Insurance Number (SIN) (Not marked required, but strongly recommended)
Date of Birth (Required)
Legacy ID (Not required, but should be entered when possible)
Profile Type (Required): Agent or Staff
Preferred Language (Required): English or French
Notes for Ops:
SIN should be added at creation when available. It is not technically required, but the field will be needed downstream for payroll. Capturing it now saves a future update cycle.
Legacy ID matters more than it looks. This is the person's identifier in the legacy intranet system for their network. The process to locate this ID is slightly different for each network and will be covered in a separate article. If you have it, enter it now. If not, you can update the profile later but make a note to return to it.
Profile Type is a structural decision, not a casual toggle. Choosing Agent vs Staff affects how this person appears in reports and what they can do in the platform. Agents are mortgage originators. Staff are administrative or support roles that work for the brokerage without originating deals. Selecting the wrong option here will create downstream reporting problems.
Professional Information
Enter the following fields:
Recruited By (Required): One or multiple names can be selected
Became a Mortgage Professional (Year) (Required)
Primary Industry (Optional, dropdown, defaults to Residential)
Number of Deals Funded (Last 12 Months) (Optional)
Approximate Annual Volume (Optional, dropdown)
Previous Company (Optional, dropdown)
Contact Information
Below Professional Information, the Contact Information section appears:
Email Extension (Required): Network-specific
Network Email (Required): Dropdown
Notes for Ops:
Recruited By accepts multiple names. If more than one person was involved in recruiting the new agent or broker, add all of them. This is for future reporting purposes.
Number of Deals Funded is worth capturing. Although optional, this data point informs reporting and is worth collecting when the person can provide it.
Email Extension is network specific. MA and DLC have two extension options each. MCC has one. Choose the extension that matches the network this person belongs to. Most of the rest of this guide applies identically across all three networks, but this is one place where the choice differs.
Network Email is selected from a dropdown, not typed freely. The available options depend on which extension you selected.
Add Alternate Email Address(es)
Add every email address the person has, personal and work. Each email is added with:
Email Type (dropdown)
Email Address (text field)
Click Add New after each entry. Added emails appear in the Email(s) section below with edit and delete options.
A Forwarding toggle is visible on each email entry. Ignore this toggle for now. Email forwarding integration is planned for a future Broker Bridge release.
Add Phone Number(s)
Add every phone number the person uses. Each entry includes:
Phone Type (dropdown)
Phone Number (formatted input)
Click Add New after each entry. Common phone types include cell phone, work phone, and brokerage toll-free numbers. Highly recommended to capture every number available.
Emergency Contact and Personal Social Media
Emergency Contact captures one person:
Full Name (text)
Phone Number (text)
Brokers and agents often work independently, sometimes from home or on the road. In a real emergency, DLCG may be the only point of contact someone has for them. If the person does not have a contact handy, the field can be updated later, but do not skip it indefinitely.
Social media captures the platforms and links the person uses professionally:
Social Media Type (dropdown)
Username (text)
Click Add New for each entry. Saved entries appear in the Social Media section below.
These links connect to the person's DLCG agent website, which makes them functionally important even though the field is not marked required. Many brokers do not use social media at all, which is why the field is optional. When social media exists, capture it.
Completing Step 1
After all sections are filled in, click Next Step at the bottom right to proceed to BB Step 2.
BB Step 2: Franchise Association(s) - Optional
This step links the Person to one or more franchises and teams they belong to. The progress bar now shows 25%. Step 1 in the side panel is marked with a green checkmark.
When to Skip This Step
In Broker Bridge, a Person must be created before a Franchise can be created. This is a workflow ordering rule. If you are in the middle of onboarding a brand-new franchise, you need to create the franchise owner as a Person first, then go create the Franchise, then return and link them.
There are two valid paths through this step:
The person belongs to an existing franchise already in Broker Bridge. Click Add New to link them.
The person is being created as part of new franchise onboarding, or the franchise doesn't yet exist. Skip this step. Return after the franchise has been created to add the association.
If you skip, make a note to return and complete the association once the franchise is in place.
Adding a Franchise Association
When you click Add New, four fields appear:
Franchise (Required): Type to search; select from the dropdown
Team (Required): Becomes active after Franchise is selected
Staff By Position(s) (Required): Choose the role (Broker Owner, Mortgage Agent, Franchise Owner, Assistant, etc.)
Effective Date (Required): The date the association became active
Start typing the franchise name. A typeahead dropdown shows matching franchises in the system. Select the right one.
Once all fields are filled, click Add New to commit the association.
One person can be associated with multiple franchises. This handles cases where an agent is licensed across multiple provinces under different brokerages, or where a person works across more than one office. Repeat the Add New process for each additional association.
Notes for Ops:
The Team field depends on the Franchise field. Teams cannot be selected until the Franchise is chosen. This is by design, since Teams exist inside Franchises.
Effective Date is the activation date of the association, not the date you are entering the record. If a person joined a franchise on May 5, 2026, that is the effective date regardless of when Ops adds the record to Broker Bridge.
Completing Step 2
Click Next Step to proceed to BB Step 3.
BB Step 3: Address Information
This step captures the person's residential, mailing, and T4 addresses. The progress bar now shows 38%. Steps 1 and 2 are marked complete.
Address Sections
Three address types are captured:
Mailing Address
Home Address
T4A Address
All three can be the same address, or each can be different.
Both Home and T4A have a "Same as mailing address?" toggle defaulted to Yes. If the addresses match, leave the toggle on Yes and the system auto-fills them with the Mailing Address.
Entering an Address
Expand the Mailing section and enter the full address manually, including unit number, street, city, province, postal code, and country.
If Home and T4A differ from Mailing, toggle the corresponding "Same as mailing address?" to No, then expand each section and enter the different address.
Notes for Ops:
Address entry is currently fully manual. Type each address carefully and double-check for accuracy.
Opta integration is planned for future releases. Once Opta is integrated with Broker Bridge, address auto-population will work the same way it does in Velocity today. Until then, expect to type addresses by hand.
Completing Step 3
Click Next Step to proceed to BB Step 4.
BB Step 4: Licence(s) - Optional
This step captures the person's provincial mortgage licences. The progress bar now shows 50%.
When to Skip This Step
This step is optional because not every Person needs a licence. Unlicensed staff (administrators, assistants, and other support roles) should skip this step. For all licensed brokers and agents, capture every licence.
Adding a Licence
Four fields:
Province (Required)
License Title (Required): Options depend on the province selected
Provincial Registration Number (Required)
Licensed Date (Optional)
Select the Province first. The License Title dropdown then filters to titles available in that province. Ontario includes Mortgage Agent Level 1, Mortgage Agent Level 2, and Mortgage Broker. Other provinces have their own structures.
Enter the Provincial Registration Number exactly as issued by the provincial regulator. Typos here can break compliance workflows.
Click Add New after each licence.
One-person, multiple licences, one per province. A licensed person can hold licences in multiple provinces simultaneously but cannot hold two licences in the same province. This is the structural rule the platform enforces.
Completing Step 4
Click Next Step to proceed to BB Step 5.
BB Step 5: Document(s) - Optional
This step is for uploading identity documents, contracts, and any other paperwork tied to the person's role. The progress bar now shows 63%.
When and What to Upload
What gets uploaded here includes driver's licence (front and back), passport, signed contracts, regulatory paperwork, and anything else related to the person's identity or role.
The size of each document should be 20 MB or less.
To upload, click Add New and follow the prompts to select the file and assign a category.
Notes for Ops:
Broker Owners can see uploaded documents. Anything uploaded here is visible to the relevant Broker Owner when they log in to Broker Bridge. Documents that should not be visible to the Broker Owner should not be uploaded here.
Categorization matters. Each upload includes a Category field (such as Identity Verification). Choose the right category so documents can be located later.
If documents are not available at creation time, skip this step and return later.
Completing Step 5
Click Next Step to proceed to BB Step 6.
BB Step 6: External ID(s) - Optional
This step captures the person's credentials in external systems that connect to Broker Bridge. The progress bar now shows 75%.
Supported External Systems
The following systems are currently supported:
Velocity (mortgage origination)
Expert (mortgage origination)
Equifax (credit)
TransUnion (credit)
Purview (property data)
Adding an External ID
Click Add New and select the External System from the dropdown. Additional fields appear based on the system selected. Some systems require both a Username and a Firm Code. Others require only a Username.
Notes for Ops:
This is the data that links Broker Bridge to the broker's day-to-day tools. Single sign-on, reporting, and downstream integrations depend on accurate external IDs. A Velocity Firm Code entered incorrectly will cause that person's deals not to flow back into Broker Bridge correctly.
Rarely skipped for active originators. Licensed brokers and agents writing deals will have at least Velocity credentials and often more. Unlicensed staff may have fewer external IDs, which is when Skip is genuinely appropriate.
Completing Step 6
Click Next Step to proceed to BB Step 7.
BB Step 7: External Account(s) - Optional
This step captures third-party memberships and account affiliations. The progress bar now shows 88%.
MPC Membership
A Membership with MPC Canada is voluntary but common for licensed originators.
When adding an MPC entry:
External Account (Required): Select MPC
Status of MPC Membership (Required):
New Membership for someone joining MPC for the first time
Transfer Existing Membership for someone moving their existing MPC record to this brokerage
Notes for Ops:
New vs Transfer matters. MPC handles the two scenarios differently on their end. New Membership creates a fresh record. Transfer Existing Membership links the person's existing MPC record to the brokerage.
External Account is distinct from External ID(s). Step 6 captures system credentials. Step 7 captures third-party memberships. The two are conceptually different and should not be conflated.
If the person is not an MPC member, skip this step.
Completing Step 7
Click Next Step to proceed to BB Step 8.
BB Step 8: Profile Review
This is the final step. The progress bar now shows 100%, and all 7 prior steps are marked complete in the side panel.
Reviewing the Profile
Every section completed across the previous 7 steps appears here as a collapsible read-only summary. Each section has a yellow Edit button that jumps back to that step if you need to make changes.
Review every section carefully. Pay particular attention to:
Legal name
SIN
Date of Birth
Provincial Registration Numbers
Email address
Franchise associations and effective dates
These are the fields most likely to cause downstream problems if entered incorrectly.
Creating the Person Record
Once everything is verified, click Create Person to commit the record to Broker Bridge.
Until you click Create Person, the profile is not yet saved. You can always close the browser mid-way and return back to these steps.
After Clicking Create Person
The Confirmation Page
You will see a confirmation page with the message "Person Added! Congratulations! The person has been successfully added and is now Pending."
Two buttons appear:
Person Manager: Returns to the Manage Person list. Use this when creating multiple Person records in sequence.
View Person: Opens the new Person record directly. Use this when you want to verify the record or make immediate edits.
What "Pending" Means
The new Person record exists in Broker Bridge but is not yet Active. Creation and activation are two separate actions. A Pending record is not fully functional until Ops explicitly activates it.
Verifying the Record in Person Manager
Return to the Manage Person page. The new Person record now appears in the list with a Pending status.
When a Person has more than one franchise association, the Team/Franchise column shows a dropdown labeled MULTI TEAMS & FRANCHISES. Click the dropdown to see all associations and their parent franchises. Click any franchise name to open that franchise's record.
Activating the Person Profile
A Pending Person is not yet usable in downstream workflows. To activate the record:
Open the Person Profile
From the Manage Person list, click the person's name to open their profile.
Change the Status to Active
In the top right corner of the profile, click the dropdown arrow next to the PENDING status indicator.
Three status options appear:
Active: The normal activation path for someone now operating in the network
Terminated: For people who have left the brokerage entirely
Suspended: For people whose access needs to be paused without full termination (leave of absence, regulatory hold, etc.)
Select Active. The profile is now activated immediately.
Notes for Ops:
Activation is a manual decision, not automatic. Even after all 8 creation steps are complete and verified, the system waits for Ops to explicitly click Active each profile. This gives Ops one final point of control before the record becomes fully functional.
The Transfer button at the top right of the profile is a separate workflow for moving a Person between franchises or teams. It is not part of activation but sits in the same toolbar.
Quick Reference: Ops Checklist
Before clicking Create Person, verify:
Legal name spelled correctly
SIN entered (when available)
Legacy ID entered (when available)
Profile Type set correctly (Agent or Staff)
Email Extension matches the network
Recruited By populated
Date of Birth correct
All applicable phone numbers added
Emergency Contact captured
Franchise Association(s) added or deliberately skipped
All three addresses entered (or Same as Mailing toggled correctly)
All applicable provincial licences added (for licensed originators)
Documents uploaded (if available at creation)
External IDs (Velocity, Expert, Equifax, TransUnion, Purview) captured
MPC membership status set correctly (if applicable)
After clicking Create Person:
Confirmation page appears with "Person Added!"
New record visible in Manage Person list with Pending status
Click into the profile and change status from Pending to Active when ready