Organization Settings
Configure your brokerage profile, branding, and features
Organization Profile
Branding
License Information
Plan Type
PROFESSIONAL
Total Licenses
25
Used Licenses
18 / 25
License Usage
72%
Feature Toggles
Enable or disable platform features for your organization
AI Features
Smart Scan, Auto-Split, Smart Blocks, and Smart Assist
E-Signatures
Electronic signature requests and in-person signing
Client Portal
Allow clients to view documents and transaction progress
Wire Fraud Alerts
Automated wire fraud detection and participant notifications