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. 


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