Documentation

Quickstart

Getting Started: Add a Broker

A complete walkthrough for adding a new broker to the platform — from their first login through to a live, branded landing page. This guide takes approximately 5 minutes.

Prerequisites

You have admin access to the platform

The broker has an email address

You have decided on their access level (broker or admin)

You have a URL slug in mind (e.g., john-smith)

Step 1

Broker Logs In for the First Time

Direct the new broker to your platform's login page. They will authenticate through Manus OAuth. Upon their first login, the system automatically creates an account with the default user role.

The broker does not need to register separately — the account is created automatically on first login. Share the login URL directly with them.

Once logged in, the broker will see a limited view of the platform. They cannot access admin features, other brokers' data, or landing page management until you assign the correct role.

Step 2

Set the Broker's Role

Log in as an admin and navigate to Admin → Users in the top navigation bar. Find the new broker by searching for their name or email.

Choose the appropriate role:

Role	Access	Use When
broker	Limited CRM access	Standard broker — can manage own clients, applications, and landing page only
admin	Full administration	Trusted team members who need access to all users, settings, and audit logs

Click the role dropdown next to the broker's name and select the desired role. The change takes effect immediately.

Admin access is unrestricted. Only grant admin role to trusted individuals. Admins can view all data, manage all users, and modify system settings.

Alternatively, you can update the role directly via SQL:

SQL — Set Broker Role

-- For limited broker access:
UPDATE users SET role = 'broker' WHERE email = '[email protected]';

-- For full admin access:
UPDATE users SET role = 'admin' WHERE email = '[email protected]';

Step 3

Create Their Landing Page

Navigate to Admin → Landing Pages and click the Create Landing Page button. Fill in the form:

BrokerRequired

Select the broker from the dropdown (they must have logged in first)

URL SlugRequired

A URL-friendly identifier, e.g. "john-smith". This becomes /broker/john-smith

Display Name

The name shown on the landing page hero section

Contact email displayed on the landing page

Phone

Contact phone number displayed on the landing page

Company Name

Business name, e.g. "Outlook Finance"

Headline

Hero section headline, e.g. "Your Trusted Mortgage Partner"

Subheadline

Supporting text below the headline

Bio

A short paragraph about the broker's experience and expertise

Brand Colour

Hex colour code for the hero gradient, e.g. #1e3a5f

The landing page is live immediately after creation. It is publicly accessible — no login required to view it.

Here is an example of creating a landing page via SQL if you prefer direct database access:

SQL — Create Landing Page

INSERT INTO broker_landing_pages (
  broker_id, slug, display_name, email,
  company_name, headline, subheadline,
  bio, brand_color, is_active
) VALUES (
  3,                              -- broker's user ID
  'john-smith',                   -- URL slug
  'John Smith',                   -- display name
  '[email protected]',             -- contact email
  'Smith Mortgage Group',         -- company
  'Your Path to Home Ownership',  -- headline
  'Expert guidance for first-home buyers and refinancing',
  'John has 15 years of experience in residential lending...',
  '#2d5a3d',                      -- brand colour (hex)
  1                               -- active
);

Step 4

Share the Landing Page URL

The broker's personalised landing page is now live at:

https://your-domain.com/broker/john-smith

Share this URL with the broker for use in:

Email signatures

Social media profiles

Business cards and print materials

Marketing campaigns

Referral partner communications

Google Business Profile

When applicants click "Start Application" on the landing page, the broker's slug is passed as a query parameter (/apply?broker=john-smith), linking the application to the correct broker.

Step 5

Monitor Performance

From Admin → Landing Pages, you can monitor each broker's landing page performance:

Metric	Description
Views	Total number of times the landing page has been visited
Applications	Number of mortgage applications started from the landing page
Active Status	Toggle the page on/off without deleting it — inactive pages show "Page Not Found"

IP addresses are automatically tracked for every task action (create, update, complete) performed by the broker or their applicants. View these in Admin → Audit Log.

What's Next?

Full Admin Guide — advanced configuration and security

Schema Templates — customise the database structure

Frontend Patterns — customise the landing page design

Changelog — see what's new in each release

Quick Reference: Pre-Configured Brokers

The following brokers are already set up with landing pages and admin access:

Broker	Email	Landing Page	Access
Red Prasad	[email protected]	`/broker/red-prasad`	Admin
Dom	[email protected]	`/broker/dom-outlook`	Admin
Atish Prasad	[email protected]	`/broker/apply`	Admin