Agent & Agency
Management
Give real estate agents and agencies their own portal to create contracts, track commissions, and grow your business — without adding to your workload.
Your Agent Channel, Automated
Agents sell more when the tools are easy. Give them a portal they'll actually use.
Agent Portal
Agents log in to create contracts, check claim status, and view their book of business. Branded to your company — they never see ours.
Agency Hierarchy
Organize agents under agencies with hierarchical visibility. Agency managers see all their agents' activity. Agents see only their own.
Commission Tracking
Automatic commission calculation based on plan type, contract value, or flat rate. Agents see what they've earned and what's pending.
Sales Reporting
Track contracts sold by agent, agency, region, and time period. Identify top performers and underperforming territories.
Agent Onboarding
Invite agents via email with one click. They create their account, and they're immediately scoped to their agency with proper permissions.
Scoped Access
Each agent sees only their own contracts and customers. Agency managers see their team. Staff sees everything. Role-based access built in.