About Broker Portal

The Broker Portal allows you to easily store and view information about all of your contacts, personal and professional, including clients, prospects, and former clients. Every record is considered a "contact" and you can assign a label to each ("prospects", "clients", etc.).

You can create and store emails, notes, tasks and documents for each contact; send bulk emails to multiple contacts; and organize contacts into groups. For your privacy and protection, IBRK does not store or have access to your emails, notes, or tasks. They are stored at Rackspace, a third-party cloud management solution provider.

Broker Portal Home Page

For more information on the Broker Portal, please click here.