For brokers and coordinators

Exchanges and listings

Approve exchanges that need a broker, deal with problems, and tag listings that need extra care.

7 guides

• When does an exchange need a broker's approval?

  Which exchanges wait for a broker, and what members see while they wait.

• How do I approve or reject an exchange?

  Check an exchange that is waiting for a broker, then approve it or reject it with a reason.

• Understanding the Exchanges list

  What each tab and status means, and what the exchange detail page shows.

• What can I do when an exchange goes wrong?

  How disputes happen, what the Broker Panel can and cannot do about them, and how to correct mistakes.

• What is the Match Approvals page?

  Match Approvals holds suggested matches that a broker must check before either member is told about them.

• Tagging a listing that needs extra care

  Risk tags mark listings to watch, and can require insurance or, in some set-ups, broker approval.

• Recording insurance certificates

  Add, check, verify or reject members' insurance records.

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