Brokers Management

Overview

The Brokers Management page provides comprehensive tools for managing real estate brokerage partnerships, including contact details, specializations, and associated agents.

Key Features

Broker Directory

Currently managing 9 active brokerages in the network:

• Auto Approval Test Realty
• Auto-Login Test Brokerage
• Consolidated Test Realty
• Demo Realty LLC
• E2E Test Realty
• Elevate Idaho / Iron Realty (production partner)
• Final Test Brokerage
• Playwright Test Brokerage
• Test Auto-Login Brokerage

Broker Information Display

Each broker listing shows:

• Brokerage Name: Company name with icon
• Contact Email: Primary business email
• Phone Number: Business contact number
• Specializations: Tags showing areas of expertise (e.g., “Military”, “VA Loans”)
• Created Date: When partnership was established
• Action Buttons:
  • “Agents” - View/manage broker’s agent team
  • “Edit” - Modify broker details

Specialization Tags

Brokers can have multiple specializations:

• Military: Specialized in military relocations
• VA Loans: Expert in VA loan processing
• First Time Buyers: Focus on first-time homebuyers
• Luxury: High-end property specialist
• Commercial: Commercial real estate expertise

Management Actions

• Add Broker: Blue button (top-right) to onboard new partnerships
• View Agents: Quick link to see broker’s agent roster
• Edit Broker: Modify contact info, specializations, coverage areas

Business Model Integration

Exclusive Territory Model

The broker system enforces the “One Brokerage. One County.” model:

• Each broker assigned to specific counties
• No competing brokers in same county
• Leads automatically routed to county’s exclusive broker

Example: Elevate Idaho / Iron Realty

• Contact: contact@elevateidaho.com | (208) 555-1234
• Specializations: Military relocation, VA Loans
• Coverage: Idaho counties (44 total)
• Agents: 2 registered agents (Carly Walton, John Smith)
• Status: Active production partner since 12/20/2025

Broker Onboarding Workflow

1. Application: Broker submits application via /apply/broker
2. Email Verification: Receives magic link for email confirmation
3. Profile Completion: Fills out business details and county preferences
4. Admin Approval: Admin reviews and approves partnership
5. Keycloak Account: User created with broker role and broker_id claim
6. County Assignment: Admin assigns exclusive counties
7. Agent Onboarding: Broker can invite agents to join their team

Edit Broker View

The broker edit screen provides comprehensive brokerage management:

Brokerage Information

• Brokerage Name: Official company name
• Franchise: Parent franchise affiliation (if applicable)
• Email: Primary business contact email
• Phone: Business phone number
• Website: Company website URL

Logo Section

• Logo URL: Company logo for public display
• Preview of current logo image

Specializations

Toggle switches for areas of expertise:

• VA Loans: Expert in VA loan processing
• Military Specialist: Specialized in military relocations
• Additional specializations can be added as needed

Sidebar Information

• Brokerage status with visual indicator
• Specialization badges summary
• Quick links to agents and county assignments
• Record metadata (Created/Updated dates)

Testing Results

• ✅ Page displays all 9 brokers correctly
• ✅ Contact information (email, phone) displays properly
• ✅ Specialization tags render with icons
• ✅ “Agents” links navigate to filtered agent view
• ✅ “Edit” links navigate to broker edit pages
• ✅ “Add Broker” button visible in top-right
• ✅ Created dates show accurate timestamps
• ✅ Table scrolls horizontally if needed for mobile
• ✅ Broker icons display consistently
• ✅ No console errors during broker list display
• ✅ Edit form saves changes correctly
• ✅ Specialization toggles update immediately