Run deals under each agent's name

Working for several agents? Each one gets their own page, and every deal runs under that agent's name.

Click Manage agents. My agents shows each agent's approval status and active deals.

Open an agent. Their page holds their deals, and nobody else's.

Up top: Avery's credentials and when she approved you. Clients see Avery only, and her deals are on your plan, not hers.

Open a deal. The banner says you're running it for Avery, and that Avery sees everything you do in the Activity tab.

Work it like any deal. Tick Home inspection, and Jamie hears about it right away.

Jamie gets a text as well as an email: what's done, and what's next.

On Jamie's board, the agent is Avery Brooks, with Avery's brokerage, license and phone. You stay behind the scenes.

Avery follows free. Her dashboard lists every deal run by her coordinator.

Her Activity tab shows exactly who did what, like Casey checking off Home inspection. Clients never see it.

Morgan's page holds only Morgan's deal.

Each page has its own assistant. This one watches the deals you run for Morgan, and only those.

Riley hasn't approved you yet. You can build Riley's deals now. Client invites are held, and go out the moment Riley approves.

Until then, the invite reads On hold, and no link lets a client in.

Today pulls every agent's work into one list, grouped by agent: overdue first, then the next two days.

For a new deal, click New deal for the agent. Clients will see that agent, and the deal goes on your Coordinator Pro plan.

One page per agent, every deal in that agent's name, and nothing crossing between them.