Getting Started with Bpoflow

Welcome to BPOFlow! Follow this quick-start guide to make sure your account is fully set up and ready to receive BPO orders without delay.

1. 📫 Locate Your Unique BPO Email Address

Once logged in, head over to your Settings page to find your unique @brokerprice.site email address.

(The unique @email address is currently being assigned to a select group of users. Once we reach a certain limit, new users will be assigned an alternate domain to avoid any potential email deliverability issues or being flagged by vendors.)

✅ Make sure this email is updated on all vendor portals for the fastest possible email delivery.

📌 Vendor Email Update vs. Gmail Forwarding

⏳ Fast-acceptance vendors like RRR require immediate response. Even small delays can cost you orders.

🚀 Pro Tip: For RRR and EStreet : Vendor Email Update is Preferred. For other clients Gmail Forwarding could be suitable in order to receive the verification codes.

2. 🔐 Vendor Login Information

Some vendors require you to store login credentials in your dashboard in order to:

• Accept new orders
• Update order statuses

Vendor Login Requirements

📍 Where to Enter Login Info

Go to:
Dashboard → Clients → Edit Client → Add Login Info

Login Instructions for special clients:

ACCURATE GROUP (Voxtur Appraisal)

Requires a verification code to complete login.

Two Options:

• Option 1:
  Update the email ID in the client profile with the one we provided.
  Only after the email ID is updated can you add login credentials to BPOFlow.
• Option 2: [Preferred]
  Set up auto-forwarding from Gmail to the email ID we provided.
  Only after forwarding is active can you update the login credentials in BPOFlow.

In both cases, update login credentials in BPOFlow only after setup is complete.

HomeGenius

Requires a verification code to complete login.

Two Options:

• Option 1:
  Update the email ID in the client profile.
  Note: If you change the email ID in your profile, the login ID will also change.
  Proceed to update the login credentials in BPOFlow only after the change is complete.
• Option 2: [Preferred]Set up auto-forwarding from Gmail to the email ID we provided.
  Update the login credentials in BPOFlow only after forwarding is enabled.

In both cases, update login credentials in BPOFlow only after setup is complete.

Evovmp

Requires security questions and answers for login.

Choose One of the Following First:

Two Options:

• Option 1:
  Update the email ID in the client profile.
  Note: If you change the email ID in your profile, the login ID will also change.
  Proceed to update the login credentials in BPOFlow only after the change is complete.
• Option 2: [Preferred]Set up auto-forwarding from Gmail to the email ID we provided.
  Update the login credentials in BPOFlow only after forwarding is enabled.

In both cases, update security questions and answers in BPOFlow only after setup is complete.

Set up security questions and answers for login.

Steps:

1. Log in to your BPOFlow account.
2. Click Edit for the client Evovmp
3. On the Edit Client page, click "Edit Security Questions".
4. Choose the correct questions from the dropdown as listed in the client profile.
5. Enter the correct answers and Save. 
6. Proceed to enter your login credentials.

3. 🧩 Adding Clients & Configuring Your Account

1️⃣ Add Clients

1. Go to Clients in the top navigation bar
2. Click Add Client
3. Select the vendor from the dropdown
4. Click Edit, enter login details, and hit Save

2️⃣ Configure Client Settings

Within each client’s settings, you can adjust:

• ✅ Daily Order Limit
• ✅ Type of Order (Exterior, Interior, etc.)
• ✅ Minimum Order Fee

📌 To set a total order cap across all vendors, go to Clients → Total Order Limit

3️⃣ Add Zip Codes

1. Click on Zip Codes in the navigation bar
2. Enter all applicable zip codes, separated by commas

🎉 That’s it! Your BPOFlow account is now fully set up and ready to start receiving orders as they’re broadcasted.

💬 Need Help?

If you run into any issues or have questions, our team is here for you.
Reach out anytime at support@bpoflow.com