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Invite agents to your brokerage

Brokerage admins add agents from settings. Each agent gets their own login, their own pipeline, and a seat on your plan.

This applies to brokerage accounts. Solo accounts are a single seat and do not invite others.

  1. Open your brokerage settings and go to team management.
  2. Invite each agent by email.
  3. The agent accepts, sets a password, and completes their profile.
  4. Their seat is added to your plan and billed at your per-agent rate.

By default every teammate can open every lead. If you want each agent scoped to their own, read Lead visibility first: it turns on the boundary, and it applies to teammates on the Agent or Viewer seat, not to Admins.

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