Agency teams & co-listing

6 guides in this topic

• Create an agency team and invite staff

  Invite a manager, agent or accountant and complete the separate membership-approval step.

  Agency teams & co-listing

• Understand agency roles and shared work

  Know what owners, managers, agents and accountants can do before sharing a listing or enquiry.

  Agency teams & co-listing

• Configure agency lead routing and use the team pipeline

  Assign eligible enquiries, track follow-up and distinguish team lead stages from the owner's private pipeline.

  Agency teams & co-listing

• Share Property Manager scopes and review staff proposals

  Give staff specific property or tenancy access without exposing the entire portfolio.

  Agency teams & co-listing

• Use agency reports and public team visibility

  Review the team's recorded work and choose whether eligible staff appear on the owner's public profile.

  Agency teams & co-listing

• Invite a co-listing agent and manage their permissions

  Complete the invitation, acceptance and administrator review without assuming it transfers a listing or sets commission.

  Agency teams & co-listing