Broker Forge replaces the spreadsheets, sticky notes, and email-tag that most Texas brokers run on. Everything you need to manage customers, price deals, send contracts, and reconcile commissions lives behind a single login.
This article is a map. If you just signed up, read it once, then go run your first quote.
What's in here
The sidebar groups the platform into three pillars:
- Sales — Pipeline, Customers, Quotes, Proposals, Contracts
- Pricing & tools — Rates, ESI ID Lookup, Bill Parser, Market
- Back office — Commissions, Documents, Reports, Team, Settings
What to do on day one
Finish onboarding
Add your PUCT broker number, brokerage details, and logo. The dashboard won't unlock the contract and proposal modules until this is done. See the onboarding walkthrough.
Bring in your book
Either import a CSV of existing customers, or add your top three accounts by hand. The platform is more useful with real data in it. See Importing customers from CSV.
Run one rate search
Go to Rates, type a ZIP, a usage number, and a term. The point is to confirm pricing is flowing in — not to send anything yet. See Searching supplier rates.
Build your first quote end-to-end
Pick a real customer (even a small one), build a quote, send the proposal, and send the LOA. The first one is always the slowest. See Your first quote, end to end.
How help works
Every page in the platform has a small help icon in the top-right. Click it and you'll see the articles most relevant to whatever screen you're on. You can also press Cmd + K from anywhere to open the command palette and search across docs, customers, and pages.
If an article doesn't answer your question, the AI assistant inside the help drawer can pull from your actual brokerage data — your customers, your rates, your pipeline — and answer in context. See Using the AI assistant safely.
Tips & gotchas
Broker Forge supports ERCOT (deregulated Texas) today. If you have customers in PJM, ISO-NE, or other markets, hold those for now. Multi-state is on the roadmap.
The platform is built around commercial and industrial accounts. Residential workflow exists, but the muscle of the product — matrix imports, proposals, multi-meter quotes — lives in C&I.