Brokers and teams

Your office at a glance.

See every agent, deal and lead in one view, with what the AI handled and what needs you today.

5 steps2 min readUpdated 10/30/2026

RealtyMind is in private pilot. Screens show sample data.

Try it in the demoRead the steps

Step by step

0 of 5 done

Tap a number to check off a step as you go.

  1. Pick the office

    Choose one office or All offices. Franchises can see a region or the whole company.

  2. Read the top numbers

    Active deals, sale volume under contract, closings this month, new leads this week, and how many calls and texts the AI answered.

  3. Sort the agent table

    Tap a column to sort by leads, response time, showings, deals, volume or last activity.

  4. Clear "Needs your attention"

    Files to review, unanswered leads, deadlines coming up and missing papers. Each has a one-tap button, like Review or "Ask for it".

  5. Review and approve files

    In Transactions, open a file, check the list, then "Approve file" or "Send back with note".

Good to know
  • "Approve file" unlocks only when every required item is received.
  • Every step of a review is logged, so you can see who did what and when.
Try it in the demo

Open Broker view. Clickable, with sample data.

Open demo
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