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Team and Offices

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Team Tab

See Team Management for a full guide on inviting agents, assigning roles, bulk importing, and removing team members.

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Offices Tab

If your organization operates across multiple office locations, the Offices tab lets you create and manage each location.

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Adding an Office

  1. Go to Settings and select the Offices tab
  2. Click Add Office
  3. Enter the office details

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Office Fields

FieldDescription
NameThe office name as it appears in filters and reports
AddressPhysical address of the office
BrokerName of the broker responsible for this location

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Assigning Agents to an Office

When editing an agent’s profile, you can assign them to a specific office. This determines which office filter they appear under in the Leaderboard, Pipeline, and other views.

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Why Offices Matter

Office assignments power the office filter across the platform. Leaders with multiple locations can slice any report or leaderboard by office to compare performance and identify where attention is needed.