TEAM ACCOUNT

Create your team

Team accounts let Realtors collaborate inside shared property workspaces while each listing keeps its original Realtor and billing ownership.
TEAM MEMBER

Invite a Realtor

The Realtor must already have an active Braylor Portal account. They choose whether to join.
NEW SERVICE / JOB REQUEST

I have a new listing

Services needed
BRAYLOR ADMIN

Create a property project

Services
BRAYLOR ADMIN

Add a realtor

Local demo mode uses a temporary password.
REALTOR ACCOUNT

Manage realtor

For active cloud accounts, changing this email also changes the realtor's portal sign-in email.
BRAYLOR JOB REQUESTS

Schedule Job Request

Schedule this job. The Realtor will see the request as received and scheduled in Current Requests.
BRAYLOR OPERATIONS

Schedule service
PROJECT FILES

Share a document

Sharing with this property. Realtors assigned to the property will be able to download it.
Local prototype limit: 5 MB per file.
REALTOR APPROVAL

Request approval

Requesting a decision for this property. The Realtor will see this in the Property Hub and Notifications.
PROPERTY QUICK ACTION

Request Service

Sending this request for this property.
PROPERTY ACTIVITY

Add activity note
WELCOME TO BRAYLOR

Set up your portal account

Enter the email address and 6-digit setup code from your Braylor invitation, then create your password.
BRAYLOR PORTAL

Reset your password

Enter your account email and we'll send a secure password reset link.
E-SIGNATURES

Upload a PDF for signing

The signer can be any email address and does not need a Braylor Portal account.

PDF only · 5 MB maximum.
DOCUMENT TEMPLATE

Save as reusable template

The PDF, field positions, required settings, admin values and auto-fill mappings will be saved for future requests.
REUSABLE TEMPLATE

Create signature request

Auto-fill fields will use the selected project, Realtor, recipient and linked invoice. You can review/edit the generated draft before sending.
DOCUMENT PACKAGE

Build a reusable package

Documents in this packageChoose the templates that should be created together.
DOCUMENT PACKAGE

Create Document Packet

The portal will create a separate draft for every template in this package, all tied to the same project and recipient. Review or adjust each draft before sending.
FIELD BUILDER

Place signing fields

Choose a field, click the PDF to place it, then drag or resize it. Signer fields can be required or optional. Admin fields are prefilled by you and read-only to signers.

Signer fields
Admin-only · read-only to signer
Click the document to place the selected field.
Rendering PDF…
SECURE SIGNING EMAIL

Send for Signature

Braylor sends a secure signing link. The recipient does not need a portal login.
ACCOUNTING CONNECTION

QuickBooks Online