Agent's Profile Notes

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
Add a Documents section to the Agent Profile where agent/brokers/admins can upload and store agent-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 for the agents.
     This would be especially useful for agent onboarding and keeping all agent documentation organized in one place.

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