BROKERS & TEAMS:

 

For brokers: every agent’s deals on one screen.

 

Add your agents and you get a dashboard of the whole office — who’s closing this month, and who has something past due. Not for looking over shoulders. For catching the deadline an agent is about to miss, while there’s still time to catch it.​

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How you are currently working:

• Asking each agent at the weekly meeting

• Hearing about the problem after it became one

• Text, email, phone communication with new agents to help them learn

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How you COULD be working:

• Opens quiet:  Each agent in the dashboard is a collapsed row with their name and deal count, so a twelve-agent office fits on one screen and you expand the one you need.
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• Roles that match real offices:  Broker, responsible broker, team lead, associate broker, sales associate, agent. A Broker sees everyone. A team lead sees only the agents they supervise; everyone else sees their own book.
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• More than one office:  Run two branches, or two states, as two teams — with each deal attributed to the right one.
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• Move a deal when you need to:  Hand a transaction to another agent from the dashboard when someone’s out or a file needs to change hands.
   

• Be hands on for new agents:  Stay up-to-date and easily help new agents through their deals, even if you are not able to meet in person.
   

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