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Brokers & Administrative Staff

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Brokers and administrative staff are able to access and view listings and transactions for all Agents in their office by selecting a name from the drop-down list located on the My Listings/Transactions page.

Brokers and Administrative Staff

  • Cannot access a Realtor’s client Contact Manager, Prospecting Manager, Saved Searches, or Setup.
  • Can enter and change listings for all agents in their office, which is tracked and saved.
  • Can view transactions and make modifications such as uploading documents, adding participants, changing milestones, etc., which are tracked and saved.

Notes:

  • Any change made to a transaction by a broker or administrative staff is tracked in the Activity Log.
  • Brokers and Administrative staff cannot view any transaction messages sent from or to others. 

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Updated on March 1, 2021

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