Adding Agents & People

An assistant helps with a transaction without getting credit for the sale. Answers to the common questions about who can be an assistant, commission credit, and removing the tag. Do assistants get credited with the sale or commission? No. Use...

Tag a user as an assistant on a transaction — they help with the file without taking sales credit or commission. Introduction Plenty of the work on a deal isn't done by the agent whose name is on it. A coordinator uploads the paperwork, an assi...

Assigning agents attaches in-house people to the listing or buying side of a transaction. Answers to the common questions about who can assign agents, why an agent isn't in the list, and adding an agent once the deal is underway. Who can assign a...

Put the right agents on each side of a transaction so Pipeline credits the deal correctly and everyone can open the file and work it. Introduction Assigning agents is how you attach the in-house people working a deal to the transaction itself. ...

Outside (co-op) agents capture the other brokerage's contact details for reference only. Answers to the common questions about access, which side to use, and adding them later. Can an outside agent see or log in to my transaction? No. Outside...

Record the agent from the other brokerage for reference, without giving them any access to your transaction. Introduction On a co-op deal, half the people you have to reach don't work for you. The agent at the other brokerage is someone your te...

Every deal you've done had an agent on the other side. Their names, emails, and phone numbers are already in Pipeline — just not where most people go looking. Introduction This is the job where the obvious route fails quietly. The contacts down...

An agent has gone and their name is still on forty deals. Sometimes that's exactly right and you should leave it — and sometimes the file genuinely needs a new agent of record. Introduction Start with the question most offices skip: does the ag...

One agent from the north office, one from the south, one deal. You don't need to enter it twice — you need to decide where it lives and then hand out one permission. Introduction A transaction belongs to exactly one Location. There's no hybrid,...

An agent's assistant changed, and thirty active files still name the old one. There's a quick way to work the stack yourself, and a point where it's worth handing over. Introduction The assistant tag lives on the transaction, not on the agent. ...

The agent across the table needs documents, sends documents, and shouldn't have a login. Here's the shape that keeps them in the loop and your audit trail clean. Introduction Most deals have an agent from another brokerage on them, and Pipeline...