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How to Configure Your Broker Profile

Overview​

As a broker on the WhiteLabel Community Deals Platform, setting up your profile correctly is the first step to effectively managing deal reviews and approvals. Your profile information will be visible to issuers and potentially to investors viewing offerings you've approved. This guide will walk you through the process of configuring your broker profile with all necessary information.

Prerequisites​

Before setting up your broker profile, you should:

  • Have received your broker account credentials from the platform administrator
  • Have your professional information ready, including contact details and company information
  • Understand your role and responsibilities as a broker on the platform
  • Have a professional headshot or photo (optional but recommended)

Step-by-Step Instructions​

Step 1: Access the Broker Portal​

  1. Navigate to the platform URL in your web browser
  2. Enter your login credentials (email and password)
  3. Click "Sign In"
  4. Once logged in, you'll see the Broker Portal interface with the left sidebar navigation

Step 2: Navigate to Profile Settings​

  1. In the left sidebar of the Broker Portal, click on "Settings"
  2. The Broker Profile & Settings page will open
  3. Ensure the "Profile" tab is selected (it should be highlighted in red)

Step 3: Complete Personal Information​

  1. Fill in your personal information in the provided fields:

    • Full Name: Enter your complete legal name
    • Email Address: This should be pre-filled with the email you used to register
    • Phone Number: Enter your professional contact number with country code
    • Company: Enter your brokerage firm or company name
    • Job Title: Enter your official position or title
    • LinkedIn URL: Add your professional LinkedIn profile URL (optional)

  2. All fields marked with an asterisk (*) are required

  3. This information may be displayed to investors when they view offerings you've approved

Step 4: Write Your Professional Bio​

  1. In the "Professional Bio" text area, write a brief professional biography that includes:

    • Your experience in the financial industry
    • Relevant certifications or licenses
    • Areas of expertise
    • Professional accomplishments

  2. Keep your bio concise (recommended 100-200 words)

  3. Use professional language appropriate for potential investors and issuers

Step 5: Upload Your Profile Photo (Optional)​

  1. Click on the profile photo placeholder or "Upload Photo" button
  2. Select a professional headshot from your computer
  3. The system will allow you to crop and adjust the photo
  4. Click "Save" to confirm your photo selection

Step 6: Configure Notification Settings​

  1. Navigate to the "Settings" tab next to the "Profile" tab

  2. Under "Notification Preferences," select how you wish to receive alerts:

    • Email notifications for new deals requiring review
    • Email notifications for issuer responses to your comments
    • Platform notifications for deal updates
    • Daily or weekly summary reports

  3. Check or uncheck the boxes according to your preferences

Step 7: Set Default Review Parameters (If Available)​

  1. In the "Default Review Parameters" section (if available):

    • Set your standard review timeframe
    • Configure automatic reminders for pending reviews
    • Set priority levels for different deal types

  2. These settings help streamline your review process

Step 8: Review and Save Your Profile​

  1. Review all the information you've entered for accuracy
  2. Check for any spelling or grammatical errors in your bio
  3. Ensure all required fields are completed
  4. Click the "Save Profile" button in the top right corner
  5. You'll see a confirmation message when your profile is successfully saved

Step 9: Verify Your Profile Visibility​

  1. To understand how others see your profile:

    • Click on "Preview Profile" if available
    • Or navigate to a deal you've approved and check the broker information displayed

  2. Make any additional adjustments if necessary

Best Practices​

  • Be Professional: Your profile represents both you and your firm to issuers and investors
  • Stay Current: Update your profile information whenever there are changes to your professional status
  • Be Thorough: Complete all fields, even optional ones, for a comprehensive profile
  • Be Concise: Keep your bio informative but brief
  • Be Accurate: Ensure all information is factually correct and up-to-date
  • Be Responsive: Configure notification settings to ensure you don't miss important updates
  • Be Consistent: Use the same professional information across all platforms
  • Be Compliant: Ensure any claims or credentials listed comply with regulatory requirements

Troubleshooting​

Common Issues​

  1. Profile Changes Not Saving

    • Solution: Check your internet connection and try again
    • Solution: Ensure all required fields are completed
    • Solution: Try using a different browser

  2. Photo Upload Problems

    • Solution: Ensure your photo meets the size and format requirements
    • Solution: Try a different photo file
    • Solution: Compress the image if it's too large

  3. Notification Settings Not Working

    • Solution: Check your email spam folder
    • Solution: Verify your email address is correct
    • Solution: Ensure notifications are enabled in your browser

Getting Help​

If you encounter any issues while setting up your broker profile:

  1. Navigate to the /support Support center by clicking on the "Support" link in the main navigation
  2. Select the appropriate category for your issue
  3. Provide specific details about your issue
  4. Submit your support request
  5. Support staff will respond through the platform's notification system