Your contacts stay yours. A lead routed to you becomes your contact when you claim it. Your cap, your statements, and your site sit in the same place.
In your CRM
An agent's private contact list: 412 contacts in their sphere with stage, type, and last touch, and the note on who can see them: the broker sees only name, phone, email, and city for a client on a brokerage file, and beyond that, the agent can let the named coach read the contacts they own, read only, or the broker needs a recorded break-glass request or a departure review.
Contacts, notes, and tasks are the agent's. The broker cannot browse them. An agent can let the named coach read the contacts they own, and take that back. Otherwise it takes a break-glass grant that expires, is logged, and shows on the agent's contacts screen.
On a team, the team lead and the team's admin see their members' contacts, and leads the team hands out are the team's. The rules are written down, and members see them in the CRM.
When a deal becomes a transaction, the file is the brokerage's. The broker sees a client's name, phone, email, and city on the file, never the agent's notes, tasks, or timeline.
When an agent leaves, the office sees a list: contacts that are the agent's, contacts that are the team's, and any it cannot tell. The conversation is about that list.
An inquiry from your own page comes to you. A general inquiry goes to the next agent on the rotation. Claim it and it becomes your contact, or your team's if the house routed it to you on a team.
An agent's lead pool: website inquiries routed to them, each with a response deadline and a Claim button, and one they already claimed.
Your cap is on company dollar, closing by closing, with a running total. The deal that crosses your cap is split at the crossing point, and your statement shows the same numbers.
An agent's cap screen: a $20,000 company-dollar cap, $18,400 paid this cap year, $1,600 remaining, a progress bar, and every closing that counted toward the cap with a running total.
Your site starts from templates and a theme, with the brokerage's name on it. Text you write is reviewed by a team lead or the broker before it goes live. An inquiry from your page comes to you.
Listing pages can be built from the brokerage's own listing and sold records. MLS search is not a live Apsidra feature.
An agent's website editor: the site is a draft only they can preview, their own wording is with a reviewer, and they pick one of three layouts and one of four colour themes.
Upload to the checklist, see what is missing and when it is due, and submit the file to the broker when it is ready.
Classes you attended and the credit you have, in one place, before your renewal is close.
A seller net sheet and a buyer estimate for the conversation at the kitchen table.
The broker decides on the office system. Send them this page, or have them call.
