A broker is an agent with oversight. Everything in this manual applies to you, you have your own site, contacts, listings and campaigns, plus a Broker section for the agents you manage.
#What the Broker section adds
| View | Shows | Read |
|---|---|---|
| Roster | Your agents, searchable and sortable | Your agent roster |
| Agent detail | One agent’s activity, campaigns, blogs and setup status | Looking into one agent |
| Record viewer | Read-only access to an agent’s listings and opportunities | Looking into one agent |
#The boundary
You see the agents you actually manage, and nothing outside that relationship. This applies everywhere, the roster, the dashboard views, saved searches, account relationships and shared notes. See What you can and cannot see.
Read-only means read-only
You can open an agent’s listings and opportunities to understand what is happening. You are looking, not editing.
#What to check weekly
- Setup status, an agent who never finished onboarding has a site nobody can find.
- Campaign activity, an agent sending nothing is not using what they are paying for.
- Blogs, the same signal, for content.
- Activity counts, a roster where one agent produces everything is a roster with a problem.