Team & brokerage
Inviting agents, roles, routing, reporting.
Inviting agents to your team
How to add a teammate, what they see, and how billing works for additional seats.
Lead routing modes explained
Weighted round-robin, first-to-claim, and the pond — when each one makes sense.
Roles and permissions
What each role can see and do, and how to build a custom role.
Brokerage-wide reporting
The rollup dashboards available on Brokerage plans — and what we measure, honestly.