- Agent: The real estate professional you’re representing (or a co-op agent if you also manage their details).
- Client: The buyer or seller in the transaction.
- Team Member: Typically other admins, transaction coordinators, or staff in your brokerage/firm who need access to the same account.
To add a new member:
- Go to My Team → + Invite Members (for coworkers/partners).
- Or, if creating a new transaction, use + New Agent or + New Client in the details section.