Compliance decisions
Document why specific clients were approved, rejected, or flagged for EDD. Internal audit evidence built in.
Internal notes for your brokerage team — organized, searchable, and always private.
Capture every decision, observation, and process note — where it belongs.
Brokeret Notebook is a secure internal note-taking system for your admin team. Pin critical notes, organize by category, and keep institutional knowledge inside your platform — not in personal email drafts or random Notion pages.
Why Notebook
Knowledge that lives in one person's inbox is knowledge that gets lost. Brokerage teams accumulate enormous operational knowledge — compliance decisions, IB negotiation notes, platform configuration rationale, procedure documentation, meeting minutes — and most of it ends up nowhere useful.
Brokeret Notebook gives your team a dedicated, categorized, pinnable note system inside the admin panel.
No external tool. No risk of sensitive information landing on a general-purpose SaaS platform. Your notes stay in your Brokeret instance.
Built for
Who uses Notebook
IB negotiation notes
Track rate negotiation history, promises made, special arrangements per partner. Internal-only — never visible to clients.
Platform configuration
Document why certain gateway settings, account types, or commission structures were configured a certain way. Invaluable when staff leave.
What you get
Features that ship with Notebook
Rich-text notes
Title, full rich-text body, category, color tag. Headings, lists, formatting all supported.
Pinning
Pin critical notes to the top. As many as needed. Pinned notes always appear before unpinned.
Custom categories
Match your team structure. Filter list by category, see counts in sidebar, custom colors per category.
Color coding
Assign colors for visual scanning. Use for significance (red = urgent) or convention (blue = compliance).
Full search
Search across all notes by title and content. Critical when teams grow and note volume increases.
Smart sorting
Pinned first, then by last updated. Active notes stay visible without manual reordering.
What you replace
One bundle, multiple tools off your stack
| External tool | Replaced by |
|---|---|
| Notion / Confluence | Notebook |
| Personal note apps | Team-shared categorised notes |
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Tasks
Brokerage task management that actually connects to your operations.
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Calendar
A shared team calendar that knows your tasks, your meetings, and your deadlines.
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Drive
Secure file storage for your brokerage — inside the platform, not outside it.
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Vault
Encrypted credential storage built for brokerage operations.
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Meetings
Video meetings built into your brokerage — no Zoom account required.
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Organization
Run your brokerage team with the same rigor you apply to your clients.
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Ready to try it?
See Notebook running on real broker data.
Spin up the demo environment in your browser — no sales call required.