The agent's book.
Contacts, notes, and tasks are the agent's. The broker cannot browse them. Opening an agent's book takes a break-glass grant that expires, is logged, and emails the agent.
For agents
A CRM you can put your whole sphere into.
Your contacts, notes, and tasks are yours. The broker cannot browse them. Your files, your cap, and your CE sit in the same place.
The privacy model
Agents keep their contacts. The brokerage keeps the files.
Team leads.
Leads a team hands out are the team's, and team leads see what they assign. The rules are written down in the team's settings.
The brokerage file.
When a deal becomes a transaction, the file is the brokerage's: checklist, documents, parties, and the broker's review. The agent's private notes do not come with it.
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.
Your book
Your contacts, private by default.
Stages, tasks, notes, calendar, and mail from your connected account. The broker cannot browse your book. A client who is a party on a brokerage file shows to the broker as name, phone, email, and address only. Anything more takes a break-glass grant that expires, is logged, and emails you.
- Import your contacts, export them any time
- Tags, duplicates, and history of who changed what
- Campaigns and sequences that you send
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 address for a client on a brokerage file, and anything more takes a recorded break-glass request or a departure review.
Lead pool
Claim a lead, and it becomes your contact.
An inquiry from your own page comes to you. General inquiries go 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.
My cap
See every dollar that counted toward your cap.
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.
The file work
Upload to the checklist, see what is missing and when it is due, and submit the file to the broker when it is ready.
My CE
Classes you attended and the credit you have, in one place, before your renewal is close.
Your website
Your own site from templates. Text you write is reviewed by a team lead or the broker before it goes live.
Net sheet and buyer estimate
A seller net sheet and a buyer estimate for the conversation at the kitchen table.
Statements
Your commission statement for any period: closings, company dollar, fees, net, and where you stand on your cap.
Headshot tool
Optional. A headshot tool for your site and profile.
Show this to your broker.
The broker decides on the office system. Send them this page, or have them call.