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SHARING:

 

Give another agent one deal — not your whole book.


Co-listing, covering a vacation, or sending a referral out of state: share a single client or a single deal with another agent, and mark why. They see that one file. Nothing else of yours. Sharing comes with Pro and Team.​

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How you are currently working:

  • Taking screenshots

  • Forwarding emails

  • Phone calls to explain where the deal stands

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How you COULD be working:

  • Watch, or help:  Give them a read-only view or let them work the file. Either way, your commission figures aren’t theirs to see.
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  • Marked with the reason:  Referral, co-list, or team sits right on the share, so months later you remember what the arrangement was.
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  • A referral outlasts a roster:  If someone leaves the team, their access to a referral or co-list doesn’t vanish with them. Those arrangements end when you end them.
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Shaking Hands
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