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Working as the agent's TC
Work an agent's deals as their TC: one Today list across agents, replies and updates, and what clients see.
1:30 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): In Settings, a TC who only works agents' deals sees “Your details” (verify your mobile there; no license fields) and no Booking & reviews or Past clients — each agent downloads their own deal records.
- Changed (Nov 1, 2026): Clients get an update's email and push 30 seconds after you post (not the moment you post), so Undo can take a slip back. Past updates has Edit and Remove.
Read the transcript
Working as an agent's TC? Here's your day: one Today list, replying and posting, and what clients see.
Your dashboard lists every agent you work for. Click Today for one list across all their deals.
Overdue first, then the next two days, grouped by agent. Avery's deals on top, Marcus's below.
A client to-do running late? Click Nudge client. They get an email, plus a text if texts are on.
Your own steps? Click Mark done, right from the list.
Jamie got both as texts: the nudge, then the step that's done.
A new client message? Click Reply. The deal opens on Questions and updates.
Type your answer and click Send. Replies reach Jamie by email.
Post an update the same way. Clients get an email and a push the moment you post.
The banner up top says whose deal it is. Clients see Avery's name, and Avery sees all you do in Activity.
By default, clients see everything as Avery. Your reply shows Avery Brooks.
Only Avery can change that: Settings, Team and seats, Show my coordinator to clients.
Now Jamie sees your name, marked Coordinator, and you're listed under Avery on the board.
Your page for each agent always says which way it's set.
Done working for an agent? Settings, Teams I'm on, Leave team. You lose access right away; the agent keeps everything you did.
Work from Today, reply and post under the agent's name, and let the agent decide what clients see.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
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