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BrokerBrain Help
Getting Started
*A-Z INDEX
*BEST PRACTICES
Email Signatures
Stop Preservation Svcs
Vendor Invoices
*BROKER BRAIN LITE
BB Lite Features
BB Lite Setup
Reassigning Groups
Reassigning Utilities
Reassigning Vendors
*BROKER BRAIN UNIVERSITY
BBU100 - The Basics
BBU101 - Properties
BBU102 - Notes & Emails
BBU103 - Documents
BBU200 - Viewing/Owning Tasks
BBU201 - Creating Tasks & Email Notifications
BBU300 - Offers
~ BBU Complete
*Managed/Leased Properties
Adding a property
Adding Tenant/Lease
Editing Lease Info
Editing Tenant Info
Expense/Income Tracking
Lease Applications
Allowing/Set up
Auto Create Tenant
Lease Application Auto Tasks
Adding a New Auto Task
Email Notifications
*Creating Email Notifications
Adding Images
Attachments
Tracking Email Notifications
Notification Requests
Removing a Task
Search & Sorting
Start Task Plan
Updating Tasks
Setting Statuses
Submitting Apps
Tasks
Viewing & Updating
Marking Tenant/Lease Current
Rent Due Notifications
Replacing Tenant/Lease
Tenant/Lease Email Notifications
*Mobile App
*Mobile Site
*The Basics
*Navigation & Menu Tabs
Editing Sub Tabs
Understanding the Properties Tab
Admin Tab
Asset Colors
Auto Tasks
*Disabling System Task Emails
*Recurring Tasks
*Task Complete URL Macro
Equator Integration
Lease App Auto Tasks
Offer Auto Tasks
Adding a New Auto Task
Email Notifications
*Creating Email Notifications
Adding Images
Attachments
Tracking Email Notifications
Removing a Task
Search & Sorting
Start Task Plan
Updating Tasks
Preservation Auto Tasks
Adding a New Auto Task
Email Notifications
*Creating Email Notifications
Adding Images
Attachments
Tracking Email Notifications
Removing a Task
Search & Sorting
Start Task Plan
Updating Tasks
Property Auto Tasks
Adding a New Auto Task
Email Notifications
*Creating Email Notifications
Adding Images
Attachments
Tracking Email Notifications
Removing a Task
Search & Sorting
Start Task Plan
Updating Tasks
Clients
*Adding Clients
Adding a Rep
Notes - Client/Public Offer
Reassigning Reps
Email Access
Flags
Creating Flag Labels
Groups
Adding & Updating
Power Users - Sorted by Function
Import
Maintenance
Markets
Adding Markets
Editing Markets
Multiple Markets
Site Settings
Email
External Systems
General
Customizing Screen Colors
Lease Applications
Offers
Public Offers/Applications
Public Site
Statuses
* Renaming/Deleting Statuses
Billing Status
Cash Offer Status
Contract Status
Eviction Status
HOA Demand Status
HOA Document Status
Lease Application
Loan Offer Status
Offer Status
Preservation Status
Property Status
Utility Status
Types
Bid Types
Document Types
Inspection Types
Users
Adding & Updating
Reassign Users
Utilities
Adding Utility Companies
Deleting Utility companies
Vendors
Adding Vendors
Deactivating a Vendor
Secondary Contacts
Viewing & Editing Vendor Information
Contacts Tab
Adding a Contact
Deleting a Contact
Reassigning a Contact
Removing Assignments
Searching Contacts
Viewing Contact Assignments
Home Tab
Email
Associating Emails with a Property
Deleting Emails
Inbox, Outbox, Trash, Undelivered Sub Tabs
Marking as Unread
Permanently Deleting an Email
Recovering a Deleted Email
Replying to & Forwarding Emails
Sending an Email
Expenses
Preservations
Tasks
* Viewing your Task Assignments
Claiming Un-owned Tasks
Deleting a Task
Marking Complete
Notification Request
Prioritizing
Searching
Task Screen Components
Maps Tab
My Account Tab
Calendar
Email
Email Signatures
Macro List
Options
Password
Notes Tab
General
Search
Properties FAQ
Adding a New Property
Archived Property Capabilities
Archiving & Reactivating a Property
Deleting a Property
Editing a Property
Public Site: Removing a Property from view
Public Site: Specifying Viewable Properties
Searching for Existing Properties
Short Sales
Adding a Short Sale Property
Public Notes
Short Sale Property Setup
Viewing Properties for Asset Type
Properties Tab
* Main Tab
Adding Clients/Sub Clients
Adding Seller Info
BPO
Adding Comp Photos
Adding Property Photos
Copying Comp Info
Creating a BPO with no Form Sets
Creating a New BPO
Downloading a BPO
Documents
Adding a Document
Changing/Adding Document Types
Renaming a Document
Viewing Documents
Expenses
Adding a General Expense
Adding a General Expense Attachment
Adding Preservation Expenses
Adding Utility Expenses
Non-REO Income/Expenses
Notes
Reimbursements
Flags
Adding to a Property
Editing Flags
New Flag Email Notification
Forms
Adding a Form
Adding Notes
Adding Notes & Attachments
Form Descriptions
Forms System Setup - IMPORTANT!
Mac Users
Windows Users
General Inspections
Adding an Inspection
Deleting an Inspection
Inspection Email Notification
Notes
Photos
HOA
Adding an HOA
Adding Contacts
Adding Notes
Status Changes
MMR
Fannie Mae/Other Client MMR's
Freddie Mac MMR's
Notes
Adding Notes
Adding Notes via Email
Attachments
Deleting Notes
Editing Notes
Emailing Existing Notes
Emailing New Notes to a Specific Property
Public Uploads
*Allowing Public Uploads
Adding Comments & Documents
Searching for Notes
Offers
Adding an Offer
Comparing Offers
Counter Offers
Deleting an Offer
Fannie Mae Offers
Adding via HomePath
Counter Offers
Documentation Updates
Forms
Adding a Form
Adding Notes & Attachments
Appending Attachments
Highest/Best Requests
Highest/Best - Multiple Requests
Highest/Best - Single Request
Itemizing Closing Costs & Repairs
Notes
Public Offers
Allowing
External URLs
Public Counters
Allowing Public Counters
Initiating a Public Counter
Set-up
Submitting Public Offers
Viewing & Updating
Statuses
Tasks
Tracking History - Negotiations Tab
Viewing Offers
Photos
BPO Photos
Downloading
Editing & Deleting
Emailing Photos
Primary Property Photo
Public Uploads
*Allowing Public Uploads
Adding Photos via URL
Renaming
Rotating Photos
Searching for Photos
Sorting & Viewing
Uploading Photos into Broker Brain
Preservation
Adding a Preservation
Adding a Sub Contractor
Approving a Bid
Expenses
FANNIE MAE Properties
Adding a Preservation
Brokers Scope of Repairs
Adding from a Group
Adding from a Preservation
Forms
Adding a Form
Adding Notes & Attachments
Appending Attachments
Grouping Preservations
Adding a Group
Adding a New Preservation to a Group
Moving an Existing Preservation to a Group
Removing from a Group
Notes
Photos
Statuses
Tasks
Vendors & Vendor Contacts
Viewing & Updating Bids
Showings
Adding a Showing
Deleting a Showing
Managing Buyer Leads
Notes
Status
Tasks
Adding a Manual Task
Adding/Triggering an Auto Task
Claiming Un-owned Tasks
Deleting a Property's Incomplete Tasks
Deleting a Task
Marking Complete
Notification Request
Prioritizing
Recurring Tasks
Stopping All Recurring Tasks
Viewing Property Tasks
Utilities
Adding to a Property
Editing Utilities Present
Expenses
Notes
Removing from a Property
Utility Status
Viewing/Updating Utility Info
Update History
April 18, 2010
April 21, 2009
April 23, 2010
April 27, 2011
April 7, 2009
August 12, 2013
August 16, 2011
August 17, 2009
August 23, 2011
August 25, 2009
August 27, 2009
August 30, 2010
August 7, 2012
December 15, 2009
December 17, 2010
December 22, 2009
December 24, 2011
December 25, 2013
December 28, 2009
February 12, 2012
February 20, 2010
February 20, 2011
February 23, 2010
February 28, 2011
February 7, 2012
January 18, 2011
July 10, 2012
July 14, 2011
July 14, 2014
July 28, 2011
July 6, 2011
July 7, 2009
June 16, 2009
June 2, 2012
June 7, 2009
June 9, 2013
March 11, 2013
March 17, 2015
March 23, 2010
March 24, 2009
March 24, 2014
March 29, 2011
March 3, 2010
March 5, 2011
May 15, 2009
May 15, 2012
May 17, 2011
May 19, 2009
May 9, 2011
November 15, 2010
November 21, 2012
October 19, 2011
October 21, 2011
October 30, 2010
September 15, 2011
September 22, 2011
September 27, 2012
September 30, 2010
September 4, 2009
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