Brokers and teams

Everyone sees their part.

Agents see their own clients, team leads see the team, brokers see the office. The AI follows the same rules.

5 steps2 min readUpdated 10/30/2026

RealtyMind is in private pilot. Screens show sample data.

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Who sees whatPlanned roles

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    1. Pick a role on invite

      Brokerages choose Agent, Team lead, Office admin or Broker. Solo agents can add an Assistant or a Partner agent.

    2. Agents see their own

      An agent sees their own leads, clients and deals. Nobody else on the team can open them unless the agent shares.

    3. Team leads see the team

      A team lead sees every deal and lead on their team.

    4. Brokers see the office

      The broker sees the whole office, reviews files and sets splits and routing rules.

    5. Change a role

      A broker can change anyone's role at any time.

    The Broker view shows the whole office
    The Broker view shows the whole office. Sample data.
    Good to know
    • Leo checks who is asking before he pulls anything up. He cannot show an agent another agent's clients.
    • Other brokerages never see your data.
    Try it in the demo

    See the Broker view. Clickable, with sample data.

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