Step by step
0 of 5 done
Tap a number to check off a step as you go.
Open the invite step
In Setup, step 5 is "Invite your agents". Brokers can come back to it anytime.
Paste emails
Paste one or several emails at once, separated by commas or spaces.
Pick a role
Agent, Team lead, Office admin or Broker. Solo agents pick Assistant or Partner agent.
Tap Add, then send
Check the list, remove anyone by mistake, then send. Invites go out when you finish.
They set up their own line
Each agent runs a short setup: their phone line, their contacts and their own voice on top of the office voice.

Good to know
- Set routing rules so new leads go to the right agent by area, price, language and how busy each one is.
Try it in the demo
Open demoTry the invite step. Clickable, with sample data.
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