--- title: Admin — Brokers description: Admin - Broker Information & Contact Details --- [Skip to content](https://support.dealius.com/knowledgebase/admin-broker-information-contact-details#main-content) [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) [![Screenshot 2025-01-09 at 6.32.09 PM](https://support.dealius.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%206.32.09%20PM.png?width=192&height=61&name=Screenshot%202025-01-09%20at%206.32.09%20PM.png)](https://dealius.com/) Open main navigation Close main navigation - [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new) - [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new) [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Dealius Knowledge Base](https://support.dealius.com/knowledgebase?hsLang=en-us) 2. [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us) 3. [Brokers](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#brokers) # Admin — Brokers ## A guide to viewing, searching, exporting, and editing broker profiles in the Admin section. **Overview** All users with the Broker role are listed under *Admin \> Brokers*. The grid can be searched by name, email, or office, and filtered by broker status (Active or Inactive) and office. The table is sortable by all columns. ![](https://support.dealius.com/hs-fs/hubfs/SCR-20250926-lvjq-png.png?width=670&height=243&name=SCR-20250926-lvjq-png.png) **Exporting Brokers** The broker list can be exported to Excel from *Admin \> Brokers*, respecting any applied filters. The export includes the following fields: - Broker Name - Broker Email - Status (Active / Inactive) - Office Name - Last Login Date & Time - Broker Type - Primary Specialty - Business Name - License # - License Expiration Date - License State For brokers with multiple licenses, each license is added sequentially with its number, expiration date, and state. --- **Editing a Broker** Click the **Edit** icon in the grid to open the Broker Profile page. The header displays the broker's image, first and last name, and email. These details are not editable here — they can be updated under *Admin \> Users & Roles*. ![](https://support.dealius.com/hs-fs/hubfs/SCR-20250926-lvru-png.png?width=670&height=253&name=SCR-20250926-lvru-png.png) **Broker Information** | Field | Description | | --- | --- | | Hire Date | Date the broker was hired. | | Termination | Date the broker's contract ends. | | Broker Type | Type of broker. | | Gender | Broker's gender. | | Date of Birth | Broker's date of birth. | | Ethnicity | Broker's ethnicity. | | Organizations / Designations | Broker's professional organizations or designations. | | Veteran | Toggle field. | | Primary Specialty | Single-select dropdown for the broker's primary specialty. | | Former Firm | Broker's previous place of employment. | | Job Functionality | Broker's job function. | | Other Specialties | Multi-select dropdown for additional specialties. | | Agent Tax Type | Employee, Contractor, or House. | | Tax ID | Broker's tax identification number. | | Business Name | Linked to the Vendor Name field in QuickBooks. | | Portfolio Account Number | Free text field. | | Third-Party Account Number | Free text field. | | License Number | Broker's license number. | | License Expiration | Date the broker's license expires. | | State / Province | US state or Canadian province the license is associated with. | | Add License | Allows adding up to 5 licenses tied to different states or provinces. Based on expiration dates and the Broker License Expiration notification setting, reminders may be sent for expiring licenses. | ![](https://support.dealius.com/hs-fs/hubfs/SCR-20250926-lvyr-png.png?width=670&height=388&name=SCR-20250926-lvyr-png.png) ![](https://support.dealius.com/hs-fs/hubfs/SCR-20250926-lwfp-png.png?width=670&height=121&name=SCR-20250926-lwfp-png.png) **Contact Details** | Field | Description | | --- | --- | | Office Number (with Extension) | Displayed in the broker sidebar on Deal Profile pages. | | Mobile Number | Displayed in the broker sidebar on Deal Profile pages. | | Home Number | Broker's home phone number. | | Address Fields | Broker's address. | ![](https://support.dealius.com/hs-fs/hubfs/SCR-20250926-lwuf-png.png?width=670&height=150&name=SCR-20250926-lwuf-png.png) - [User Guide](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#main-content) - [People](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#people) - [Comps](https://support.dealius.com/knowledgebase/user-guide?hsLang=en-us#comps) - 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