Brokerage Portal — Slot Management & Roster
Brokerage owners use this to invite agents, manage slots (paid seats), and see analytics across the whole team. Includes invite codes, agent activity, and per-agent revenue contribution.
Steps
- Go to Brokerage (sidebar > Brokerage). Visible only to brokerage admins.
- Roster tab: see all agents, claim status, last activity, and per-agent metrics.
- Invite Codes tab: generate one-time or multi-use codes; share with new agents.
- Settings tab: configure brokerage name, logo, default permissions, and visibility defaults for new agents.
- Analytics tab: aggregate deal volume, GCI, and pipeline health across the brokerage.
Good to know
- Brokerage features unlock when you activate the Real Estate vertical with an active brokerage subscription.
- Each agent slot is billed separately; manage in Settings > Billing.
Example: A boutique real estate brokerage with 12 agents uses the Brokerage portal to onboard 3 new agents in one week — generates 3 single-use invite codes, shares them via text, and each agent self-claims a slot. The Analytics tab shows the team is 22% behind quarter on listings — the broker uses this to redirect marketing spend toward listing-side leads.