Clients

Client records are owned by brokerages or offices. Anything you see or create involving clients will only be visible to the users that are a part of your brokerage.

Clients represent a brokerage's customers, but they can also be tied to an office within the Broker Exchange to allow you to add custom contact information and notes that are unique to your relationship with another brokerage's offices.

Each of your own offices also has a client record associated with it that's used to store the EvoPay account details for each office.

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