Agent's Profile Notes

Go to Brokerage > People, locate your agent, then scroll down to the middle section of the agent profile to find Profile Notes.

Admins, Office Admins, and Brokers can add multiple notes directly to agent profiles.

All notes are encrypted and securely stored to ensure privacy.

Use agent profile notes to track key information such as:

Fee structures
Client history
Targets and goals
Any other relevant details

You can also add, edit, delete and view full notes at anytime.

Agent Profile: Documents Feature
Keep Contact Docs in One Place
Keep agreements, licenses, and other important documents organized and easy to access directly from a profile.
Add a Documents section to any profile where Agents, Brokers, and Admins can upload and store profile-related documents.

You can add documents including:
Agent license copy
Commission contract / fee structure
Driver’s licence information
Other documents the brokerage wants to retain.

This would be especially useful for agent onboarding and keeping all agent documentation organized in one place.

Agent's Profile Notes

Agent's Profile Notes

Keep Contact Docs in One PlaceKeep agreements, licenses, and other important documents organized and easy to access directly from a profile.

Keep Contact Docs in One Place
Keep agreements, licenses, and other important documents organized and easy to access directly from a profile.