Office management: keep team knowledge in a shared working system

Shared listings with controlled access

Keeping office knowledge available beyond one person’s phone helps the team continue its work. Shared listing visibility lets authorized agents work with the relevant records. Personal records and office records do not have to share the same access scope.

Office owners, managers and agents have different responsibilities. Membership, role and page permissions need to be considered together. Inviting a person to an office does not automatically open every financial or management screen to them.

Connect a report to the next action

Listing, advisor and finance reports help the office review its work. Incomplete records limit what a report can tell you, so check that the information is current and that the reporting period is appropriate.

Build a meeting agenda from the topics you find, notify participants and record decisions with an owner and a follow-up date. This makes the report useful for deciding what the team should do next.

Four steps to get an office started

Start with active listings and ongoing work to establish a consistent record-keeping routine before attempting to organize the whole historical archive.

1. Create the office account and complete its basic information.
2. Invite team members and review their roles and permissions.
3. Update active listings and current client follow-ups.
4. Use reports and meetings to assign owners and follow-up dates.

Mobile and web together

Agents can continue recording field work on mobile while authorized office users review a broader view in the web panel. Screens and features vary by platform, subscription plan and permissions.

Before choosing a subscription, review the features and current terms in the app’s subscription screen. For questions about your office’s needs, use the contact channel on the support page.