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Agencies
A shared workspace for a real estate agency: members, leads, wallet and reports
What an agency is
A shared workspace for a real estate agency: personal vs agency workspace, switching between them and the agency menu
Members and roles
The seven agency roles and what each can do, inviting members by email, member statuses, suspending and removing members
Lead pool and routing
The shared agency lead pool, automatic routing of incoming leads, claiming from the pool, assigning, transferring and returning leads
Agency wallet and plans
The shared agency wallet, the three agency plans with prices and included seats, per-seat pricing, the shared quota and annual billing
Agency dashboard and reports
The agency dashboard and reports: figures for leads, deals, revenue, broker payouts and each member's performance