Your Agents list and Brokerages

The Agents page keeps everyone you work with. The number at the top is how many agents you have.

Agents and Brokerages

Switch between Agents and Brokerages at the top. Choose New Agent or New Brokerage in the top bar to add one.

Tabs

• All: every agent.
• Accepting Referrals: agents taking referrals right now.
• Paused: agents who aren't.
• Archived: agents you've put away. Restore one to bring it back.

Each row shows their brokerage and city, contact details, markets and whether they're Accepting Referrals or Paused. A small Referral Loop mark on a photo means they're on Referral Loop.

Search, filter and export

Use Search Agents (or Search Brokerages) to find one. Filters narrows by brokerage, market, state and referral history. The ··· menu has Export CSV and Show Columns.

Open a brokerage to see its agents, its referrals and its managing brokers.