--- title: Brokerage Settings description: Brokerage Settings --- [Skip to content](https://knowledge.nexone.ca/en-ca/brokerage-settings#main-content) English - Canada Show submenu for translations [![LOGO\_KNOWLEDGE\_BASE3](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE3.svg)](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) Open main navigation Close main navigation - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend) - English - Canada Show submenu for translations - [Free Webinars](https://nexone.ca/) [Free Webinars](https://nexone.ca/) How can we help you? - There are no suggestions because the search field is empty. 1. [NexOne](https://knowledge.nexone.ca/en-ca?hsLang=en-ca) 2. [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca) 3. [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) December 23, 2025 # Brokerage Settings ![3c461401-7f29-497a-8bd9-c7a9ceff8c2d](https://knowledge.nexone.ca/hs-fs/hubfs/3c461401-7f29-497a-8bd9-c7a9ceff8c2d.png?width=670&height=149&name=3c461401-7f29-497a-8bd9-c7a9ceff8c2d.png) 1. Click **"My Brokerage"** to update your Brokerage Settings in this area.  ![3afcba8b-c814-4a44-9281-3447c8c77772](https://knowledge.nexone.ca/hs-fs/hubfs/3afcba8b-c814-4a44-9281-3447c8c77772.png?width=670&height=301&name=3afcba8b-c814-4a44-9281-3447c8c77772.png) ![](blob:https://nexone.atlassian.net/3afcba8b-c814-4a44-9281-3447c8c77772#media-blob-url=true&id=a4b6a769-86a1-422c-acd5-459cb7187a39&collection=contentId-2518384641&contextId=2518384641&width=1679&height=754&alt=) 2\. Here is an overview of your settings. Click the (x) on the top right corner to go back to your **Home Page**. Below you will find specific descriptions of your settings. #### **Signing**  ![8577a99a-8a3b-40b2-a4e3-b3f81f336185](https://knowledge.nexone.ca/hs-fs/hubfs/8577a99a-8a3b-40b2-a4e3-b3f81f336185.png?width=670&height=125&name=8577a99a-8a3b-40b2-a4e3-b3f81f336185.png) ![](blob:https://nexone.atlassian.net/8577a99a-8a3b-40b2-a4e3-b3f81f336185#media-blob-url=true&id=a41607e8-2943-49c3-a04d-f104275a93ef&collection=contentId-2518384641&contextId=2518384641&width=839&height=157&alt=) On some devices, it is a bit difficult to draw out a signature. Enable this setting for your signers to have the ability to choose a **"fonted signature"** signature. #### **Trade Record** ![fb852b2b-7bfe-4f08-8f67-120761cabd63](https://knowledge.nexone.ca/hs-fs/hubfs/fb852b2b-7bfe-4f08-8f67-120761cabd63.png?width=670&height=172&name=fb852b2b-7bfe-4f08-8f67-120761cabd63.png)  ![](blob:https://nexone.atlassian.net/fb852b2b-7bfe-4f08-8f67-120761cabd63#media-blob-url=true&id=921db1b5-71c3-4981-94f4-2cdaafaea6bb&collection=contentId-2518384641&contextId=2518384641&width=802&height=206&alt=) The **Tax Rate** defaults to the rate from your **province**, but it is a setting that should be double checked!  ![a238e128-3ca5-4e39-b27a-8378084e349a](https://knowledge.nexone.ca/hs-fs/hubfs/a238e128-3ca5-4e39-b27a-8378084e349a.png?width=670&height=172&name=a238e128-3ca5-4e39-b27a-8378084e349a.png) ![](blob:https://nexone.atlassian.net/a238e128-3ca5-4e39-b27a-8378084e349a#media-blob-url=true&id=06c3fb9e-9ecc-4155-8129-05696c9fb626&collection=contentId-2518384641&contextId=2518384641&width=802&height=206&alt=) Set the **Label** for "Trade Record" to a preferred language for your brokerage #### **Submission Activities** ![006aa6b8-e5d9-4979-bc81-830f38755141](https://knowledge.nexone.ca/hs-fs/hubfs/006aa6b8-e5d9-4979-bc81-830f38755141.png?width=670&height=186&name=006aa6b8-e5d9-4979-bc81-830f38755141.png)  ![](blob:https://nexone.atlassian.net/006aa6b8-e5d9-4979-bc81-830f38755141#media-blob-url=true&id=758b24fd-f06d-4e1b-8cf3-02245e81dfab&collection=contentId-2518384641&contextId=2518384641&width=892&height=247&alt=) Set the configuration for activities added ***outside***of the **Activity Plan Builder** when using the **Add Activity** button.This means activities added through the **Activity Manager “Add Activity”** or the **Submissions** section under the Transaction “Add activity +” Icon. As the admin, enable **"Require Documents"** to set that the manually added activities will require documents to be attached. You can also enable the setting that a manually added activity will require a reviewer. If you have **"Require Review"** enabled, select your **default reviewers** from the drop down list. This can include the **admin**, **broker**, or a **review group** if it was setup. #### **Sharing**  ![4a7cb423-0ab1-42dc-aa89-6c7a5f4b1391](https://knowledge.nexone.ca/hs-fs/hubfs/4a7cb423-0ab1-42dc-aa89-6c7a5f4b1391.png?width=670&height=153&name=4a7cb423-0ab1-42dc-aa89-6c7a5f4b1391.png) ![](blob:https://nexone.atlassian.net/4a7cb423-0ab1-42dc-aa89-6c7a5f4b1391#media-blob-url=true&id=cd7122f2-4117-47d9-b99a-c707ab0eecfa&collection=contentId-2518384641&contextId=2518384641&width=799&height=183&alt=) There are some instances where secretaries may type out offers for agents, or if agent A is on vacation and would like agent B to handle their transactions. In this scenario, then they can use **Advanced Sharing** to give their org unit member access to a particular client/transaction for a set time. #### **Daily Digest** ![27b2c600-c9d2-49d2-a2ff-42f9183dcf6c](https://knowledge.nexone.ca/hs-fs/hubfs/27b2c600-c9d2-49d2-a2ff-42f9183dcf6c.png?width=670&height=145&name=27b2c600-c9d2-49d2-a2ff-42f9183dcf6c.png)  ![](blob:https://nexone.atlassian.net/27b2c600-c9d2-49d2-a2ff-42f9183dcf6c#media-blob-url=true&id=13237033-03b9-41e2-944e-12990af4241e&collection=contentId-2518384641&contextId=2518384641&width=776&height=168&alt=) The **Daily Digest** is a summary of activity with their status emailed to your account at 8:00 am MDT. This is a great organizational tool that acts as a notification without saturating your inbox full of notification emails! If you wish to have the daily digest mandatory for the members of your organization to receive, **"Enable Daily Digest for all users"**. There is an added check to ensure your members are up to date with the activities assigned and that is torestrict members from turning off thedaily digest mail by enabling **"Do not allow users to disable the Daily Digest"** - [NexOne Agent](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#general) - [Accounts & Billings](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#accounts-billings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#transactions) - [Documents and Forms](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#documents-and-forms) - [Electronic Signatures](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#electronic-signatures) - [Activities](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#activities) - [Calendars and Scheduling](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#calendars-and-scheduling) - [Brokerage](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#brokerage) - [Teams & Sharing](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#teams-sharing) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#integrations) - [Common Trouble Shooting](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#common-trouble-shooting) - [what's New?](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#whats-new) - [Get a 1-on-1 training](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#get-a-1-on-1-training) - [Processing the File for 121QA Service](https://knowledge.nexone.ca/en-ca/nexone-agent?hsLang=en-ca#processing-the-file-for-121qa-service) - [NexOne Office](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#main-content) - [Dashboard (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-new-version) - [Signature (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#signature-new-version) - [Listings (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-new-version) - [Buyer Agreements (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#buyer-agreements-new-version) - [Transactions (New Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-new-version) - [Accounting (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#accounting-not-updated-old-version) - [Calendar (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#calendar-not-updated-old-version) - [Dashboard (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#dashboard-not-updated-old-version) - [Listings (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#listings-not-updated-old-version) - [Transactions (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#transactions-not-updated-old-version) - [Alerts (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#alerts-not-updated-old-version) - [EDM and Signatures (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#edm-and-signatures-not-updated-old-version) - [Statistics (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#statistics-not-updated-old-version) - [Contact (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#contact-not-updated-old-version) - [Communications (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#communications-not-updated-old-version) - [NexOne Forms (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#nexone-forms-not-updated-old-version) - [Tips & Tricks (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#tips-tricks-not-updated-old-version) - [Profile (Not Updated | Old Version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#profile-not-updated-old-version) - [Financial Picture (old version)](https://knowledge.nexone.ca/en-ca/nexone-office?hsLang=en-ca#financial-picture-old-version) - [NexOne Legend](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#main-content) - [General](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#general) - [Listings](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#listings) - [Clients](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#clients) - [Transactions](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#transactions) - [Office & Employees](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#office-employees) - [Documents & Follow-up](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#documents-follow-up) - [Forms](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#forms) - [Integrations](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#integrations) - [Billing](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#billing) - [GoEmail](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#goemail) - [Setup](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#setup) - [FAQ](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#faq) - [Webinar / Ring Central Meeting](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#webinar-ring-central-meeting) - [Tips & Tricks](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#tips-tricks) - [what's new?](https://knowledge.nexone.ca/en-ca/nexone-legend?hsLang=en-ca#whats-new) [![LOGO\_KNOWLEDGE\_BASE2-1](https://knowledge.nexone.ca/hubfs/LOGO_KNOWLEDGE_BASE2-1.svg "LOGO_KNOWLEDGE_BASE2-1")](https://nexone.ca) Copyright NexOne Corporation, All rights reserved 2026-2027. Privacy policy | Cookies