Join QuoteFinder

Choose the account path that fits how you work. Join as an Agent if you want to receive and quote on requests yourself. Join as a Brokerage if you need a team workspace, role-based access, and a shared wallet for team bidding.
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For individuals

Join as Agent

Best for independent agents and brokers who want to create a public profile, receive quote requests, submit bids, and manage client follow-up from one dashboard.

Setup pathStep-by-step wizard
Best forSolo producers

What you can do

  • Create your agent account and public profile
  • Select products and provinces you serve
  • Receive quote requests and submit bids
  • Manage quotes, contact status, and follow-up workflow
  • Add funds and manage your personal balance
  • Build trust with profile details, headshot, and verification items

Benefits

  • Fastest path to start quoting clients
  • Simple setup for one person / one wallet
  • Works even if you are not part of a brokerage team yet
Tip: If you may later run a team, still start here first. The brokerage registration wizard uses your agent profile as the owner foundation.
Join as Agent View market
You can complete your profile first and add more details later before bidding on quote requests.
For teams & brokerages

Join as Brokerage

Best for brokerages and teams that need multiple members, role permissions, shared controls, and coordinated bidding from a single team workspace.

Setup pathBrokerage wizard
Best forTeams & coordinators

What you can do

  • Create a brokerage/team account linked to the owner agent profile
  • Invite team members and assign roles (Agent, Coordinator, Brokerage Admin)
  • Use a shared team wallet for bidding (with policies and controls)
  • Manage team verification profile, logo, and brokerage details
  • Coordinate queue/assignment workflow across team members
  • Standardize operations while preserving individual agent activity

Benefits

  • Centralized billing and shared balance for the brokerage
  • Cleaner delegation and internal workflow
  • Better visibility and control for team leads
Brokerage signup is currently unavailable. Frontend brokerage/team creation is disabled in marketplace settings. You can still create an agent account now and ask site admin to enable team registration.
Start as Agent First Agent setup
Brokerage setup includes team profile, marketplace options, and invite workflow for your internal team.

Recommended path (fastest setup)

  1. Create your Agent account and finish your basic profile.
  2. Add products/provinces you serve and complete licensing/profile details.
  3. If you run a team, open Brokerage Registration and create your brokerage/team account.
  4. Invite members with the right role: Agent, Coordinator, or Brokerage Admin.
  5. Fund your personal or team wallet, then begin submitting bids on quote requests.

Quick answers

Do I need an agent profile before brokerage setup?

Yes. The brokerage/team owner should first complete the agent registration flow. The brokerage wizard uses that account as the team owner profile.

Can a brokerage use a shared balance?

Yes. Brokerage/team accounts can use a shared wallet balance for bidding (subject to team settings and policies configured for the team).

What if I am not sure which option to choose?

Choose Join as Agent first. You can later create a brokerage/team and invite others once your personal agent profile is active.