Make Changes Quickly in Lists

Brokeredge allows you to quickly update records directly in list view—saving you the time of opening each record individually.

How It Works:

• Switch to List View:

  Use the list view for your contacts or mortgages (note: this doesn’t work in Kanban view).

• Right-Click to Edit:

  Instead of left-clicking to open a record, right-click on the field you want to change (for example, the stage field).

• Make Your Change:

  Update the value directly in the list.

• Save Your Changes:
  • Click the save button on the right to lock in your change,
  • Or simply right-click on the next row, which also saves the change.

This quick-edit feature streamlines your workflow by allowing you to update multiple records efficiently without navigating away from the list view.