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.
- 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.