How can we help?
Search our knowledge base or browse by category below.
Getting Started
Account setup, importing leads, and configuring your workspace.
- Creating your account
- Importing leads via CSV
- Setting up your pipeline stages
- Inviting team members
Lead Management
Adding, organizing, filtering, and managing your lead database.
- Adding leads manually
- Smart lists and saved filters
- Duplicate detection
- Custom fields and tags
Pipeline & Deals
Tracking deals from lead to funded with the kanban board.
- Creating and moving deals
- Pipeline stage customization
- Stale deal alerts
- Deal value tracking
Calling
Built-in dialer, call recording, voicemail drop, and dispositions.
- Setting up your phone number
- Click-to-call and parallel dialing
- Call recording and playback
- Voicemail drop templates
Lead Marketplace
Buying exclusive and shared MCA leads directly in the platform.
- Browsing available leads
- Exclusive vs. shared leads
- Lead quality and verification
- Requesting replacements
Commission Tracking
Calculating, tracking, and exporting broker commissions.
- Setting up commission structures
- Split commissions between reps
- Generating payout reports
- Exporting to CSV for payroll
Billing
Subscriptions, invoices, plan changes, and payment methods.
- Updating your payment method
- Changing your plan
- Viewing invoices
- Cancellation and refunds
API
Integrating BrokerStack with your existing tools and workflows.
- Authentication and API keys
- Leads API reference
- Deals API reference
- Webhooks and events
Still need help?
Our support team is available Monday through Friday, 9am–6pm ET. We typically respond within 2 hours.