A contracted agent working under an independent broker — their listings, their clients, your pipeline.
As an Individual Broker Agent you work under a licensed broker who operates independently — not inside a company brokerage, not under a firm admin. You get broker-assigned listings, showings, and client relationships, and you run your own account on the shared agent workspace.
The one thing to understand upfront: the inventory belongs to the broker. You service their listings under their name; you don't own them, and you can't reassign or transfer them. Your commissions are settled through the broker.
Working for a company brokerage instead? That's a different role with ranks and org surfaces — see the Company Broker Agent guide. Here there's no rank, no org, and no team hierarchy — just the contract between you and the broker.
You use the agent workspace sidebar — the same desk an independent agent uses:
| # | Label | Href | Description |
|---|---|---|---|
| 1 | Dashboard | /dashboard/agent | Your pipeline at a glance |
| 2 | Leads | /dashboard/agent/clients | Clients you're working |
| 3 | Calendar | /dashboard/agent/calendar | Showings and appointments |
| 4 | Listings | /dashboard/agent/listings | Inventory assigned to you |
| 5 | Quotes | /dashboard/agent/quotes | Professional proposals addressed to you |
| 6 | Documents | /dashboard/agent/documents | Files on the properties you work |
| 7 | Messages | /dashboard/agent/messages | Client threads (badge: unread) |
| 8 | Analytics | /dashboard/agent/analytics | Your performance metrics |
| 9 | Settings | /dashboard/agent/settings | Profile, security, and your broker link |
Also in the sidebar: Ask AI. Feature availability follows your own plan.
Your Settings page shows a Your Broker card — who you're contracted to and what the relationship means: you work their assigned listings; they own the inventory and settle your commissions.
Either side can end the contract. If it ends — by you or by the broker — your assigned listings return to the broker, your account reverts to an independent agent, and your own subscription, profile, and history stay exactly where they were.
Listings shows the properties your broker has assigned to you. They stay the broker's inventory — you can work the listing (showings, client communication, status-visible progress), but ownership, pricing authority, and reassignment stay with the broker.
The habit that keeps the relationship healthy: treat every assigned listing as the broker's reputation on the line — because it is. If a listing needs a price change, a status update, or unassignment, that's a conversation with the broker, not a button you have.
Calendar holds your bookings: showings on assigned listings, client meetings, the working day. Nothing on it counts as agreed until the participants respond — a booking request waits in the attention queue until answered, so a 2pm can't silently land while you're mid-showing across town.
Month, Week, Day, and Agenda views cover however you think about time. Rescheduling sends the other party a reconfirmation rather than silently rewriting their day.
Messages is the client-facing record — searchable threads, per-thread unread counts, live updates. Attachments up to 10 MB ride along, and Export produces a PDF transcript — the artifact you want in hand when "what was agreed" is ever disputed.
One rule catches 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 as a contracted agent, that record is what your broker relies on.
If you need full firm infrastructure, that's the Company Broker Agent model. If you want to run entirely solo, end the contract and your account becomes an Individual Agent.
A listing disappeared? Check whether the contract is still active in Settings — when a contract ends, assigned listings return to the broker.
The invite link didn't work? It may have expired or already been used — ask the broker to send a fresh invite.
You signed in but the contract didn't activate? The invite is bound to the email it was sent to — sign in with that address.
Badge won't clear? Open the conversation or notification to mark it read.
Your broker is your first stop for listing or assignment questions. For platform issues, email support@estatett.com or reach us through the contact page.