Read and send messages to your broker
Open a brokerage conversation, review its context, and send a reply.
- 1
Open Messages
Choose Brokerage → Messages. Select a conversation when one is available.
Broker conversations appear here when there are messages for the account. - 2
Read the history
Check the broker and domain context, then read the conversation. Your own messages are identified as You.
- 3
Write and send a reply
Enter the reply in Write a message to your broker… and click Send message. Check that it appears in the conversation. If sending fails, review the error and existing messages before retrying.
What happens next
The reply becomes part of the broker conversation. Use Submissions for formal pricing responses and Agreements for documents.
Need a little more help?
No messages are listed
There is no broker conversation to display yet. Check your brokerage submission status.
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