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.
How you are currently working:
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Taking screenshots
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Forwarding emails
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Phone calls to explain where the deal stands
How you COULD be working:
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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.

