Agencies

A shared workspace for a real estate agency: members, leads, wallet and reports

A shared workspace for a real estate agency: personal vs agency workspace, switching between them and the agency menu

The seven agency roles and what each can do, inviting members by email, member statuses, suspending and removing members

The shared agency lead pool, automatic routing of incoming leads, claiming from the pool, assigning, transferring and returning leads

The shared agency wallet, the three agency plans with prices and included seats, per-seat pricing, the shared quota and annual billing

The agency dashboard and reports: figures for leads, deals, revenue, broker payouts and each member's performance

The five rules that decide who owns a new agency lead: manual into the pool, round robin, by geography, by specialisation, or by score

Seven settings tabs: general details, branding, contacts, licences, commission schemes, domains and the activity log

What actually sits in the floor plan slot of the agency's listings: four buckets, what the junk is made of, and where to start cleaning