This guide will help you connect BrokerSumo to kvCORE. It syncs your agents and offices in BoldTrail with BrokerSumo and provides an automatic sign-in (SSO) button from BoldTrail to BrokerSumo for all of your Agents. For more information about BrokerSumo and what it offers, visit the website: https://brokersumo.com/home
Requirements to Sync BoldTrail & BrokerSumo
You must have a BrokerSumo account to sign into before proceeding.
You must be a company administrator.
How to Sync BoldTrail & BrokerSumo
1. Navigate to, and click on the Marketplace menu tab.
2. Locate the BrokerSumo tile and click on 'Get This'.
3. On the following pop-up, click the sync button and sign-in to your BrokerSumo account. Click the green 'Sync' button again at the bottom.
This may bring up the office sync screen.
Office Matching
Depending on what you have setup in BoldTrail, you will choose which offices in BoldTrail represent offices in BrokerSumo.
If you have no offices setup in BrokerSumo, we will create the offices for you automatically.
If we find offices that match, those offices will be matched automatically. (The office roster is used to determine if there is a match.)
If we are unable to determine which office represents which, you will select those offices on the matching screen.
If an office in BoldTrail does not have an equivalent in BrokerSumo, choose the 'Create Office in BackOffice' option from the selection menu.
You must sync all of your offices in BoldTrail.
If you accidentally match the wrong offices, please contact Customer Support to fix it.
When you are finished matching offices, click on the green 'Sync' button in the lower left corner. Then wait for the following 2 confirmation messages.
Office Match Success:
User Sync Success:
What Agent data syncs?
email
firstName
lastName
phone
websiteURL
companyStartDate
dateOfBirth
dbaName
cboStatus
address
What to Expect Post-Sync
Once these 2 messages appear, you can close the office matching window, and close the marketplace tile you have open. Refresh your BoldTrail browser window.
You will then see your new sign-in button in your left hand navigation. Each agent in your synced offices will also have a SSO button like this one to access their BrokerSumo.
From within BrokerSumo, you can sign in to BoldTrail as well.
What is SSO and How Does it Work?
Single Sign-On (SSO) allows you to use one username and password to access multiple apps, making logging in easier and more secure.
To use SSO with CORE BackOffice, follow these steps:
Select Marketplace from the left-hand menu.
Search for or select the CORE BackOffice (BrokerSumo) tile.
Click on Installed.
Click on Login.
The first time, you might need to enter your BrokerSumo login details. After that, just clicking Login will open BrokerSumo in a new window without needing to log in again.
Transaction Integration
Transactions can be added to BrokerSumo to plan for the disbursement of funds when the transaction is completed.
Transactions Sync
When selecting agents associated with transactions, those transactions are synced over to BackOffice for that agent. So, they can see their transactions created in BrokerSumo in their transactions list in BackOffice.
The commission information, the source, ID, etc are all synced to your BoldTrail transactions list. The source will be listed as 'Backoffice' like this one below:
Agents Sync
When adding a new agent to BrokerSumo, you will simultaneously be adding them to your BoldTrail account. Likewise, adding agents to BoldTrail adds them to BackOffice automatically.
Choose their BoldTrail status when adding them.
For more information on statuses, click here.