An independent broker's workspace — client pipeline, listings, quotes, and commission records.
The Individual Broker workspace is for licensed brokers operating without a firm: your own client pipeline, your own listings, your own quotes and commission records. It shares most surfaces with the agent workspace — the difference is you're the principal, not a team member.
Solo doesn't mean alone: on paid plans you can contract individual agents to work your listings — a one-to-one relationship, not a firm. What remains Company Broker territory: team management with ranks, work handoffs, team chat, and org-wide financials — if you grow into a real firm, the dashboard offers the upgrade path (see the Company Broker guide).
When you log in, you land on your Dashboard, with a Recently viewed rail of comparable listings for advising clients.
| # | Label | Href | Icon | Description |
|---|---|---|---|---|
| 1 | Dashboard | /dashboard/individual-broker | LayoutDashboard | Overview of your activity |
| 2 | Leads | /dashboard/agent/clients | Users | Buyers and renters who've contacted you |
| 3 | Calendar | /dashboard/individual-broker/calendar | Calendar | Appointments and showings |
| 4 | Lead Directory | /dashboard/agent/directory | Briefcase | Seller mandates open for commission bids |
| 5 | Listings | /dashboard/agent/listings | Home | Property listings |
| 6 | Quotes | /dashboard/agent/quotes | FileText | Professional proposals addressed to you |
| 7 | Documents | /dashboard/agent/documents | FileText | Property documents |
| 8 | Messages | /dashboard/individual-broker/messages | MessageSquare | Communication hub (badge: unread) |
| 9 | Analytics | /dashboard/agent/analytics | BarChart3 | Performance metrics |
| 10 | Agents | /dashboard/individual-broker/agents | Users | Your contracted agents |
| 11 | Settings | /dashboard/individual-broker/settings | Settings | Account configuration |
Note: The sidebar also shows Ask AI. Several items (Leads, Lead Directory, Listings, Quotes, Documents, Analytics) open shared agent workspace pages under
/dashboard/agent/...— this is expected; those surfaces are shared between agents and independent brokers.Listings is hidden if sales & rentals features are disabled. Messages is hidden if messaging is disabled. Analytics requires a subscription with the analytics feature.
The first question of a solo morning is what needs me before anything else? — there's no front office to triage for you. The dashboard answers it: Active Listings and Pending Listings counts up front, your leads rail, upcoming tasks, and a Recently viewed rail of comparable listings for advising clients. As a solo operation it's your daily triage — when the pipeline thins, the answer is prospecting time, and Lead Directory is where it happens.
The question this page exists to answer is who's already reaching for me? Leads (which opens the shared agent clients surface) lists buyers and renters who've started a conversation with you — name and email, straight from your message threads.
The honest way to read it: a lead here isn't a prospect you imported — it's someone who already chose to reach out. That makes every entry warm and every entry deserving of a reply. The working relationship itself lives in Messages — a lead becomes a client in the conversation, not on this list.
Most prospecting is interruption; this page is the opposite. Lead Directory (a shared agent surface) is a board of seller listings open to representation — owners who need an agent and are inviting pitches.
The mechanic to understand: you win mandates by bidding your commission — Submit Commission Bid puts your number on the table with an optional pitch message, and a winning bid moves into a mandate the seller signs. Sellers compare bids on terms and credibility, so pitch like it's an interview: read the listing, price your commission honestly, and say why you. Bids you can't service are worse than bids you never sent.
The trap with any diary is bookings landing where they shouldn't — and when you're the entire back office, there's no assistant to catch the double-booking. This one is built so they can't sneak in: a request only counts as agreed once you've answered it — the attention queue holds whatever's still waiting on a response.
Your viewings and appointments live here across Month, Week, Day, and Agenda views, with a Today jump for when you've browsed too far ahead. Search and the event/status filters find a booking fast once the diary fills. Watch the attention queue — it holds bookings still awaiting an answer, which is where viewing 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 — the courtesy a solo broker's reputation runs on.
This is the page where stale inventory quietly costs you — there's no listings coordinator flagging the ones that have sat too long. Listings (a shared agent surface) is where you create and manage listings: Active / Pending / Sold statuses, share links, edit. Same discipline as the agent guide — strong photos, honest descriptions, prompt status updates.
This page surprises brokers who expect to be sending quotes — it works the other way. Quotes (a shared agent surface) holds proposals you receive: when you're the signing party on a transaction needing a notary or valuation, the professional's priced proposal lands here — Awaiting proposal → Proposal received → Payment required → Engagement confirmed. Accepting moves you to payment for that service; declining closes it.
Read it as deal hygiene, not a chore list: a transaction waiting on a proposal you haven't answered is a deal stalling on your side. Check it when a transaction reaches signing stage.
When the book outgrows one pair of hands, but a firm is the wrong shape. Agents (/dashboard/individual-broker/agents) is where you contract independent agents to service your listings — they keep their own account and their own subscription; you keep the listings, the leads, and the client relationship.
How it works:
How many agents you can contract depends on your plan: the free tier is solo-only, Starter includes one contracted agent, Pro up to three. Past that, your operation has outgrown the solo tier — that's the Company Broker product, and the upgrade path is deliberate.
Boundary: this is not a mini-brokerage. There are no ranks, no org-wide analytics, no team chat, and no handoff queue. A contracted agent works your assignments, nothing more.
The books behind the business (direct route: /dashboard/agent/financials — shared agent/broker page). Financials holds your commission, income, and expense ledger with a monthly revenue view — income, expenses, and net position on the cards. Reconcile against your own books monthly — when you're the principal, a mismatch nobody catches is a mismatch you pay for.
One honest limitation for a solo broker: the Log transaction entry point is built for brokerage orgs, so without one it's unavailable to you — the ledger records what the platform transacts through your work.
Boundary: records only — no payout processing.
Two kinds of money move through this business and the platform keeps them in different rooms — worth knowing before tax season. Your platform billing lives under the Subscription tab in Settings — plan, payment method, and Manage billing through the Stripe portal. Distinct from Financials, which records deal commissions.
The page nobody thinks about until a client or their lawyer asks — which is exactly when it matters. Documents (a shared agent surface) holds your property files — titles, surveys, certificates — organized by property, searchable, with download and delete. For a licensed broker this doubles as your compliance archive; keep the current versions here and you can hand a lawyer the file instead of rebuilding it.
Treat this less like chat and more like your deal record — because when you're the whole firm, the thread is the file. Messages (badge: unread) holds every client thread in a searchable list, with per-thread unread counts and a sidebar badge, so a new reply is visible wherever you are in the workspace.
Threads update live and mark themselves read when you open them. 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 when "what was promised" 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.
One rule catches brokers off-guard: paste a phone number or email into a message and the platform automatically replaces it with [REDACTED] — per the Terms of Service, not a bug. Work with it rather than around it; the redaction exists to keep deal communication where the record is.
Threads tied to a Document Room are flagged as such, and when an engagement closes its thread goes read-only — the history stays, the conversation ends. Keep deal commitments in-platform: when a client disputes what was promised, the thread answers it.
Requires the analytics feature on your plan.
The numbers that tell a one-person firm where its time is actually going. Analytics shows Total Impressions alongside monthly sales, leads, and ledger volume. The honest read: impressions up but leads flat means your visibility is fine and your conversion isn't; sales flat on healthy leads means the deals aren't closing, not that the market dried up.
The unglamorous page that decides whether the others work. Settings holds your Personal Profile (photo, name, contact — the face clients see), security, notifications, and the Subscription tab where billing lives.
Can't see Analytics? Subscription-gated — check your plan.
Listing not appearing? Check status is Active and required fields are filled.
Messages badge stuck? Open the conversation to mark it read.
Click the Help button on any page, email support@estatett.com, or reach us through the contact page.