For Brokers · Team Management
Your Whole Team, One Account
Invite brokers and assistants by email, assign the right level of access, and manage your entire team from a single account. Shared pipeline, individual ownership, full deal history.
Team access is available on the Professional plan and above.
Team Members
Invite MemberJames Henderson
Sarah Chen
Marcus Powell
Invitation pending
Features
Built for agencies and growing teams
One account for the whole team — shared pipeline, individual logins, no shared passwords.
Invite Team Members by Email
Add brokers and assistants to your account with a single email invitation. They create their own login — no passwords to share, no credentials to rotate.
Role-Based Access Control
Assign the right level of access to each team member: Member for standard access, Manager for oversight of all requirements, Admin for account settings, and Owner for billing and full control.
Shared Pipeline, Individual Ownership
Every broker on the team sees the shared pipeline and can action requirements across the account.
Team Performance at a Glance
Managers and admins can see deal performance across the whole team — active requirements, closed deals, and provider activity.
Revoke Access Instantly
When a broker leaves the team, revoke their access in seconds. Their pipeline history, client records, and deal data stay in the account.
Available on Professional and Above
Team access with multiple brokers is available from the Professional plan.
Access Levels
The right access for every role
Four permission levels, each with a clear scope. Everyone sees what they need — no more, no less.
Owner
Full control. Manages billing, account settings, and team membership. One owner per account.
Admin
Account settings and team management without billing access. Can invite and remove members.
Manager
Visibility across all requirements in the account. Can manage and action requirements on behalf of the team.
Member
Standard broker access. Creates and manages their own requirements, clients, and pipeline.
Bring your whole team in
Start with a free account. Upgrade to Professional when you're ready to add your team.