#The Agents tab
Lists your agents with their plan, since when, and any opening production. The tab shows how many agents are without a plan. Former agents can be shown too.
#Assigning a plan
- 1
On the agent, open ⋮ → Assign plan.
- 2
Choose the Plan and the Applies from date.
For a tiered plan, enter Opening production if the agent joins part-way through the tier period: what they already closed this period outside EasyDigz. Leave out deals that are already on EasyDigz, they count towards the tier by themselves, so adding them here counts them twice.
- 3
Click Assign plan. A confirmation window opens.
- 4
Check the confirmation, then click Confirm and assign.
Or ← Change the plan or date to go back.
The confirmation window shows:
- Not affected: the agent’s deals already under contract or closed, each with the terms it keeps (or "No plan (under contract before the agent had one)").
- Will use [plan]: the deals not under contract yet.
- That the agent gets a notification and an email.
#Same date or a later date
| You pick | What happens |
|---|---|
| The current plan’s start date | The plan is replaced back to that date, a correction (for example, you picked the wrong plan). Deals not locked yet use the new plan |
| A later date (for example the 1st of next month) | The old plan applies until the day before, the new one from that date |
| An earlier date | Refused: "Pick [date] or later." |
In every case, deals already under contract or closed keep their terms.
#What the agent is told
The agent gets a bell notification and an email, sent from your connected email domain (or the platform’s address if you have none), with the plan’s split or tiers and fees, and that deals already under contract or closed are not affected.
#The broker’s own plan
A broker who also sells appears in their own brokerage as You, on Broker default (100%). Their deals count in the brokerage totals. To test or use a plan, assign it to yourself like any agent.