Give agents their own link

A private page where an agent sees their transactions live, without logging in.

Every agent can have a private link that shows where their transactions stand, at any hour, without calling you.

What the agent sees

Their open transactions and anything closed in the last 60 days. Each one shows its stage, the closing date and how far off it is, deadlines in the next 30 days, which documents are in and which are still needed, and downloads of the documents. Sensitive files such as bank statements and IDs are never shown. Your name, phone and email are at the top.

Sharing it

In Contacts → Agents, open the agent and click Copy link, or Open to see what they see. The Friday weekly update includes the link too.

Turning a link off

Click New link. The old link stops working immediately, and the agent needs the new one.

Each time an agent opens their page, it shows up in that transaction's Activity, and at most once a day in your notifications.