Report: Broker List

The Broker List report provides a list of brokers and their basic employment data. Use this report as a reference list for the agency staff, or print it once a year, and verify the broker's data on file with your agency.

There are no selection options available for this report. Consequently, you can not run this report for a selected broker. This report sorts by broker Last Name/Firm Name.

Report Fields

Report Fields	Description
Name	Last name, first name, middle name or firm name.
Address1	Address line 1
Address2	Address line 2
City, ST, Zip	City, state and zip code.
Tax ID	Federal Tax ID number.
1099 Category	1099 category from Broker Setup.
1099 Type	1099 type from Broker Setup.
Short Name	Broker short name.
Contact	The person you contact at the broker's office.
Residence Phone	Home phone number and extension, if it exists.
Business Phone	Business phone number and extension, if it exists.
FAX Phone	Fax phone number and extension, if it exists.
Cell Phone	Cell phone number and extension, if it exists.
Email	Email address.

CSV Columns

CSV Columns	Description
BrokerName	Last name, first name, middle name or firm name.
ShortName	Broker short name.
Address1	Address line 1
Address2	Address line 2
CitySTZip	City, state and zip code.
IsFirm	Is the broker a firm? Yes, or No
NetCommission	Is this broker set up as a Net Broker? Yes, or No.
Status	The values are Active or Inactive.
TaxID	Federal Tax ID number.
Contact	The person you contact at the broker's office.
1099Category	1099 category from Broker Setup.
1099Type	1099 type from Broker Setup.
ResPhone	Home phone number and extension, if it exists.
BusPhone	Business phone number and extension, if it exists.
FaxPhone	Fax phone number and extension, if it exists.
CellPhone	Cell phone number and extension, if it exists.
Email	Email address.