Setting Up Roster Agents

Start with Roster Agents to add your entire office affordably while ensuring each agent's listings display correctly.

Why Start with Roster Agents?

Roster Agents provide essential features for every agent in your office:

• Correct agent display on their own listings
• Professional profile pages with photo, bio, and listings
• Inclusion in office roster displays
• Lead notifications for their own listings
• Support for future upgrades to full CRM access

Affordable Office-Wide Coverage

Get started with minimal investment.
For example:

• Up to 5 agents: $10/month total

See the price list summary, or detailed pricing in your Account

Cost Example

A typical 20-agent office setup:

• Base multi-user account: $77/month
  • Includes 2 Lead Manager users
• Roster Agent plan (up to 25 agents): $27/month
• Total monthly cost: $104

Setting Up Roster Agents

Initial Setup

1. Go to Account > Users
2. Click "Add New User"
3. Fill in basic information:
   • Name
   • Email
   • Phone
   • MLS Agent ID
4. Select "Roster Agent" as Service Level
5. Click Save

Bulk Upload Option

For adding multiple users please contact us. We will provide a template that you can use.

Managing Roster Agents

Profile Setup

Each Roster Agent can:

• Add their photo
• Write their bio
• Display their active listings
• Show past sales

Listing Display

Roster Agents automatically:

• Display on their MLS listings
• Receive lead notifications
• Show in office roster
• Link to their profile page

Upgrading Roster Agents

When agents need full CRM access:

1. Navigate to the user's profile
2. Change Service Level to Lead Manager
3. Set additional permissions as needed
4. Billing adjusts automatically

Upgrade Costs

Additional Lead Manager licenses:

• Additional users starts at: $17/month each

See the price list summary, or detailed pricing in your Account