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Broker & Team Management - Overview

Organize your agents into Brokerages and Teams

Mike Land avatar
Written by Mike Land
Updated over a week ago

The Broker/Team management feature allows you to group agents into Brokerages , and Teams within those Brokerages.

Key Benefits:

  • Easily view properties and orders that are associated with the brokerage/team

  • Assign customer accounts as managers to provide the accounts access to all of the properties belonging to a Brokerage or Team

  • Manage default assets like logos and brochure templates

  • Create default settings that apply to the entire Brokerage and/or Team

  • Create custom product/service offerings that are exclusively available to a Brokerage and/or Team

Getting Started

To get started, just click the Brokerages link in the main menu.

This will take you to the Brokerages Dashboard, where you'll see a list of Brokerages that you've created. You can create a new Brokerage by clicking the "Add Brokerage" button.

Once you've added the Brokerage, you'll be redirected to the that Broker's overview page. From here you can add agents, logos, and other settings:

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