Changing a Broker

 1. A Select An Option window will appear, listing all brokers; select the broker whose information you would like to edit.

2. Command options will appear; select Change.

3. You will be positioned within the Name field. Use the arrow keys and the Enter key to navigate between fields and make changes.

4. When you are done making changes command options will appear. If you are not using commissions and are done making changes, select Update to save your changes.

Note: If you have not applied commissions to your broker and now want to apply commissions, select Next Page" after entering Y (Y=Yes) in the Commission field. See the instructions on adding a broker - when using commissions for information on how to apply broker commissions.

5. If commissions are set to Yes, a "Next Page" command option will appear, allowing you to make changes to the broker commission page.

6. A Select A Commission Type window will appear; select the commission type you would like to apply.

7. Once you have made your changes command options will appear. Select Modify to make changes to the report, select Clear(X) to reset fields to zero, or select Exit to Commission Types if you are ready to save your changes.

8. A Select A Commission Type window will appear; select Exit to move to the next step where you can save your changes.

9. Command options will appear:

• Change – Select Change to make changes to the broker.
• Delete – Select Delete to delete a broker.
• Next Page/Prior Page – Select Next Page/Prior Page to move forward one page or back one page.
• Update – Select Update to save changes.
• Contacts(K) – Select Contacts(K) to add a contact for the broker. See eContact for more information on adding contacts.
• Exit – Select Exit to exit and return to the Select A Broker window. The following message will display: "Broker was changed, exit without updating? No/Yes."
  • Select no if you do not want to exit.
  • Select yes to exit and return to the Select A Broker window.

Select Update.

10. Your changes have now been saved.

Important: Your changes will not be saved unless you select Update.

For more information on the Broker option see Broker.

Security Required : Tables - Brokers