Working inside a brokerage firm — your book of business under the firm's structure.
As a Company Broker Agent you operate inside your brokerage's organization: your own listings, clients, and deals — backed by the firm's infrastructure (shared inventory, team coordination, lead distribution, brand).
The key thing to understand: access is rank-based and set by your firm's admin. Your sidebar shows only what your rank permits — that's the firm's authority structure, not missing features.
The dashboard includes a Recently viewed rail for comparable listings when advising clients.
/profile/edit. The Settings view under My desk shows your broker-managed profile as read-only — the firm owns what clients see under its brandStep 2 earns more than it looks like it should. As a permanent member of the firm, your photo and bio are also your face in the professionals directory clients browse — a real profile gets the benefit of the doubt before a word is exchanged. Plan tiers and what each covers are published at pricing.
Why can't I see X? is usually the first question a firm agent asks — and the answer is almost always the table below, not a broken account.
| Rank | Role | What you can do |
|---|---|---|
| 4 | Admin | Everything — typically the broker principal |
| 3 | Manager | + Team oversight, roster, performance metrics |
| 2 | Analyst | + Lead Directory, Analytics, Financials, Reports |
| 1 | Staff / Viewer | Your listings, quotes, calendar, documents, messages |
The practical consequence: rank controls which surfaces open for you — revenue and reporting surfaces sit at rank 2+, team management at 3+, and the firm's keys (Settings, Handoff Queue) at 4. A missing section is a rank question for your admin, not a bug.
Rank is also how the firm hands you more responsibility — a promotion inside the brokerage shows up here first, as new sections in your sidebar.
You use the Company Broker sidebar, filtered by rank:
| # | Label | Href | Description |
|---|---|---|---|
| 1 | Dashboard | /dashboard/company-broker | Metrics and quick actions |
| 2 | Team Chat | /dashboard/company-broker/team/chat | Internal messaging (badge: unread) |
| 3 | My Listings | /dashboard/company-broker/my-listings | Your listings (badge: unread offer activity) |
| 4 | Quotes | /dashboard/company-broker/quotes | Service quotes (badge: pending) |
| 5 | Calendar | /dashboard/company-broker/calendar | Showings and meetings |
| 6 | Team Listings | /dashboard/company-broker/listings | Firm-wide inventory |
| 7 | Documents | /dashboard/company-broker/documents | Contracts and files |
| 8 | Client Messages | /dashboard/company-broker/messages | Client threads (badge: unread) |
| 9 | Notifications | /dashboard/company-broker/notifications | System events (badge: unread) |
| 10 | Lead Directory | /dashboard/company-broker/directory | Seller mandates open for commission bids — Rank 2+ |
| 11 | Analytics | /dashboard/company-broker/analytics | Team growth and leaderboard — Rank 2+ (also plan-gated) |
| 12 | Financials | /dashboard/company-broker/financials | Commission records — Rank 2+ |
| 13 | Reports | /dashboard/company-broker/reports | Exportable reports — Rank 2+ |
| 14 | Team | /dashboard/company-broker/team | Team management — Rank 3+ |
| 15 | Team Members | /dashboard/company-broker/team/members | Roster — Rank 3+ |
| 16 | Settings | /dashboard/company-broker/settings | Firm settings — Rank 4 |
Also in the sidebar: Ask AI, and a My desk shortcut (
/dashboard/agent) if you have an agent-desk workspace. Admins additionally see Handoff Queue and Upgrade Plan.
How is my book doing — and what's waiting on me? — that's the question this page answers.
Your book at a glance: My Listings, Pending Listings, and My Revenue figures up front, plus a Recently viewed rail of comparables. At rank 2+ the same page widens — team registry and firm analytics — so analysts and managers read the firm's numbers here, not just their own.
One thing worth knowing as a firm member: your manager reads these same stats when they review the team. A stale book is visible before the conversation happens — keeping listings current answers their question before they ask it.
The trap every firm agent hits in week one is where do I say what? Two lanes look similar — Team Chat and Client Messages — and the wrong pick either shows a client something meant for colleagues or detaches information from the deal it belongs to.
Keep client financials out of Team Chat — use Client Messages or Documents.
The rule of thumb: Team Chat is coordination; Client Messages is the record. Coverage requests, a question for your manager, escalation — Team Chat. Anything a client could one day ask "who promised me that?" about — the client thread, where the firm's history lives.
Team Chat (/dashboard/company-broker/team/chat) is real-time internal messaging with the firm's members — visible from rank 1, so everyone on the roster can reach it. It's the running conversation of a working brokerage: coverage requests, quick questions for a manager, a heads-up to a colleague. Threads are one-to-one and text-only — anything that needs a file goes through the client thread or Documents. The unread badge on the sidebar means the firm is talking without you — check it before you check your listings.
Client Messages (/dashboard/company-broker/messages) is where assigned clients live. And about assignment: a client on your desk is the firm's client under your name — the thread belongs to the firm's record, which is exactly why a colleague can pick them up mid-deal if you're out. The thread list is searchable, each thread carries its own unread count, and the sidebar badge keeps count of what's unread — messages arrive without refreshing, and opening a thread marks it read. New Engagement starts a conversation; search inside a thread finds the detail you half-remember.
Attachments up to 10 MB ride along — enough for photos, scans, and draft agreements — and Export produces a PDF transcript, the artifact you want in hand when "what was agreed" is ever disputed. Delete removes your copy of a conversation only; the other party keeps theirs, so write every message as if it will be re-read.
Two behaviours catch new agents off-guard. Paste a phone number or email into a message and the platform automatically replaces it with [REDACTED] — that's the Terms of Service working, not a bug; the filter exists to keep deal communication where the record is. And threads tied to a Document Room are flagged as such — when the engagement closes, that thread goes read-only. The history stays; the conversation ends.
There is no private lane inside a client thread — every message is visible to the people on it. So when "client seems shaky on financing" needs saying, say it in Team Chat, where only the firm is listening, and keep the client thread for what the client should read.
Is this listing mine or the firm's? sits underneath half of a firm agent's early confusion. The clean half of the answer: My Listings is the inventory under your name, inside the firm's workspace.
Your inventory under your name: full listing detail (photos — the first becomes the search thumbnail), status lifecycle Active → Pending → Sold — new listings can sit at Review Required until cleared. Creating listings needs rank 3+, but rank 1–2 agents can still open and edit the listings assigned to them — the assignment is the firm's delegation to you, not just a view.
Offers arrive as cards inside the client thread — amount, expiry, notes — and the My Listings badge counts unread offer activity. How the firm answers them is its own process; there's no decision button to hunt for here, so keep the conversation in the thread where it lands.
The other half of the answer: the firm's inventory, searchable by title, address, or agent, with a status filter. Its real value is internal matching: check here before sourcing externally for a buyer — a colleague's listing that fits keeps the commission in the firm. Coordinate through the listing agent; their seller relationship comes first. One caveat: at rank 1 this page shows only your own assigned inventory — the firm's full book is a higher-rank view.
The habit that makes this page pay: check it the moment a client describes what they want, not after a week of external searching. A match already inside the firm is faster for the client — and the firm remembers who brought the deal home.
A quote is where a client conversation becomes a priced commitment — and where vague wording comes back to collect.
This page works the opposite way agents first assume: Quotes holds professional proposals addressed to you — when a deal you're on needs a notary, the priced quote lands here and moves quote requested → quote provided → payment pending → payment confirmed. Line items are part of the model, so read the scope the way the client would — anything not itemized is a future question.
Read your scope the way the client's lawyer will: anything not line-itemed is a future argument. Ten extra minutes itemizing is cheaper than the conversation a vague quote eventually forces — and inside a firm, that argument lands on the firm's desk too, not just yours.
Where did this booking come from? A firm agent's calendar isn't only self-managed — managers book into it too. What protects your day here is confirmation: nothing on this calendar counts as agreed until you've answered — a manager's booking lands as a request flagged under Needs attention until you respond, not a silent entry. Answer promptly and the calendar keeps your day honest for you.
The page calls itself Brokerage scheduling: at rank 1 the view is your own book, and at rank 2+ a per-member scope filter widens it to the team's schedule. Either way, the mechanics are the same.
Month, Week, Day, and Agenda views cover however you think about time, with a Today jump for when you've browsed too far ahead. Search plus event and status filters find a booking fast once the diary fills. Watch Needs attention — it holds bookings still awaiting an answer, which is where requests silently die if nobody chases them.
Click a slot to create an appointment; open any event for its full details, including each participant's response. When plans move, rescheduling sends the other party a reconfirmation rather than silently rewriting their day — a small thing that saves a lot of "wait, when are we meeting?" messages.
Where does the signed agreement live when three people worked the deal? Documents (/dashboard/company-broker/documents) is the firm's shared deal record — contracts and files held at firm level, not inside any one agent's inbox.
That placement is deliberate. In a firm, paperwork has to survive handoffs — a colleague covering your sick week, or a deal that outlives someone's departure — so the record lives where the firm can always reach it. What you can see follows your rank and scope; a file you expected but can't find is a permissions question for your admin, not a bug. For the firm-side view of the same record, see the Company Broker guide.
Why did this land on my desk? Notifications (/dashboard/company-broker/notifications, badge: unread) is usually where the trail starts.
This is the system's channel, separate from messages: client replies live in Client Messages, but new assignments and status changes surface here. When a client or a deal appears in your queue that you didn't ask for, this is where "how it got to you" is recorded — check it before asking your manager what happened.
Can't see this section? Same answer as always — rank, not a bug. The directory opens at rank 2.
A board of seller listings open to representation — owners inviting agents to bid. You win mandates by submitting a commission bid with a pitch message; a winning bid moves into a mandate the seller signs. Respond early — a seller comparing three pitches usually engages the first credible one, and your firm's name is on the approach.
One discipline worth building early: bid only where you'll follow through. Every bid you place is competing live — you can see how many are already in — and a bid that wins and then goes quiet is worse than one you never sent.
Another cluster that opens at rank 2 — if these are missing, you already know which question to take to your admin.
As a permanent member of the firm, Reports is also your advancement file: an exported performance record is a better case for a rank bump or a better split than a good month described from memory.
If you're a Manager: roster, per-agent metrics, and workload balancing.
A section isn't in my sidebar? Rank-gated — verify your rank, then ask your admin.
An offer arrived — where do I respond? Offers land as cards inside the client thread; the My Listings badge is counting unread offer activity. There's no separate decision surface — coordinate the firm's answer in the thread (and Team Chat for internal alignment).
Invite link expired? Ask the broker admin to resend — links expire after 7 days.
Badge won't clear? Open the conversation or notification to mark it read.
A message seems to have vanished? Check which lane you're in — Team Chat and Client Messages are separate channels with separate badges; a client reply won't appear in Team Chat, and firm chatter won't appear in a client thread.
My pasted phone number turned into [REDACTED]? Automatic, and by design — the ToS filter keeps deal communication on-platform where the record is.
Bookings landing at impossible times? Nothing on the calendar is final until the participants confirm — check Needs attention for anything waiting on your answer and decline what doesn't fit.
Can't reply in a thread anymore? The engagement closed — Document Room threads go read-only on close. The history is still there, and Export still produces the transcript.
Your broker admin first, or support@estatett.com, or reach us through the contact page.