Rela

Organize your agents into Brokerages and Teams

Broker & Team Management - Overview

Manage the agents that belong to a Brokerage or Team

Adding & Managing Agents

Assign users as Broker or Team Managers to give them full access to the Broker/Team's listings

Access for Agent Managers/Coordinators

Assign users an Assistant to a Brokerage or Team. You can assign assistant accounts to multiple Brokers or Teams.

Access for Assistants and VAs

Teams within Brokerages

Assign multiple logos to a Brokerage or Team

Managing Logos

Create a default property website template to use for all properties assigned to agents within a Brokerage or Team

Property Website Defaults

Create a custom offering of services and products specific for an Brokerage or Team

Custom Services & Products for Brokerages and Teams

Mike Land

Photographers - Brokerage & Team Management

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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