Guides for matrix imports, portal scrapes, quote-to-contract flow, commissions, and everything else in The Broker Forge.
Set up your brokerage, onboard your team, and run your first quote.
3 articlesManage accounts, track deals through stages, and close more business.
3 articlesSearch supplier rates, import matrices, and scrape portals.
1 articleBuild branded proposals, send quotes, and win deals faster.
1 articleGenerate LOAs and contracts, send for e-signature, track status.
1 articleAll your files in one place — uploaded, generated, and signed.
1 articleReconcile supplier statements, track payouts, split with sub-brokers.
1 articleUse AI to parse bills, draft proposals, and answer questions — safely.
2 articlesInvite team members, set permissions, manage sub-brokers.
0 articlesBrokerage profile, billing, integrations, and tenant configuration.
0 articlesCommon issues, error messages, and how to fix them.
1 articleEnergy-industry and Broker Forge terminology, in plain English.
1 articleGetting Started
Welcome to Broker Forge
The 60-second tour of what's in the platform and where to go first.
Customers & Pipeline
Importing customers from CSV
Bring your existing book over from a spreadsheet without losing data or creating duplicates.
Pricing & Rates
Searching supplier rates
Find every REP offer that fits a customer's ZIP, usage, and term — sorted by price and margin.
Quotes & Proposals
Building a branded proposal
Turn a quote into a multi-page PDF with your logo, your colors, and a clear price comparison.
Contracts & Signatures
Sending contracts for e-signature
Send an LOA or REP contract through DocuSeal, track status, and chase signatures without leaving the platform.
Documents
Where your files live
Every LOA, contract, proposal, and bill — organized by customer, searchable, and never lost in your inbox.
Commissions
Tracking commissions and reconciling statements
Match REP commission statements against expected payouts, flag missing or short commissions, and split with sub-brokers.
AI Assistant
Using the AI Assistant safely
What the assistant can see, what it can do, and the guardrails that keep it from doing the wrong thing.
Troubleshooting
Common issues and how to fix them
The dozen most common things that go sideways, ordered by frequency, with one-step fixes where they exist.
Glossary
Glossary of energy and broker terms
Plain-English definitions for the acronyms and jargon that show up in bills, contracts, and matrices.