Help / Video tutorials / Teams & brokerages
Offboarding an agent
Remove an agent with an outcome for every open deal, get their records downloaded first, tell clients once, and let agents set their own leave date.
1:30 · Captions included · 2 chapters
Updated since this video was made
- Changed (Nov 1, 2026): each live deal now starts on “Choose…”, with a “Give all to” choice, and only active members (not ones with a leave date) can take deals. The removed person also gets an email and a bell. Role changes on People ask you to confirm first.
- Changed (Nov 1, 2026): An agent's leaving date can be at most 90 days ahead, and access ends the morning of that day — so pick the day after the last working day.
- Changed (Nov 1, 2026): When a deal goes to another agent, every lender, escrow officer or other agent who was sent an update link gets an email from the new agent: their link still works, and replies reach the new agent.
Read the transcript
When an agent leaves, every open deal gets an outcome, so no client is left without an agent. Here's how.
On the People page, click the remove icon on their row.
You see every open deal they have. Each starts out going to you, the owner. If that adds an active agent, it says what it costs: here, free during the pilot.
Give a deal to another agent. Here, Avery takes 1938 Navarro Avenue.
Or close it as fell through. Or archive it.
Their closed and archived deals stay with the brokerage, so ask them to download their records first: Settings, Your data. Their account and personal deals stay theirs.
Click Remove Blake. Their row is gone at once, and so is their access to the brokerage's deals. Avery gets an email with the handover.
Clients on the board hear once, by email and text: their agent is now Avery. Same board, same documents.
Leaving later? The agent sets their own last day, in Settings, under Your brokerage.
Their open, closed and archived deals stay with the brokerage. The form says so, and reminds them to download their records first.
Pick the date and confirm. Owners and admins get an email with the date.
The date shows on their row in People. Reassign their deals by then. Anything left goes to the owner that day, and clients are told once.
An outcome for every deal, records downloaded first, and leave dates you can plan around.
That's offboarding for your team or brokerage.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Teams & brokerages
2:58Brokerage setup wizardSet up your team or brokerage: who you are, your branding, your people, and you're ready to go.
1:56Inviting your rosterBring your agents and TCs into your brokerage: paste a list, upload a spreadsheet with team and office columns, share a join link, or verify your email domain.
2:05The command centerRun your brokerage from one page: the AI morning brief, tiles that filter deals, office and team views, nudges and reassigning a deal.