Collaborate Seamlessly with Team Accounts
Share contacts, transactions, and tasks — collaborate without giving up control.
Connected Collaboration Between Agents
Connect and Collaborate with Your Team.
With Team Accounts, AGENTVIEW makes it easy for agents to work together by securely sharing contacts, address books, transactions, and tasks — all while keeping individual control of their own CRM.
Agents can invite other AGENTVIEW users to collaborate on deals, stay updated on shared contacts, or co-manage transactions in real time. Even brokers can request shared visibility when needed, creating a transparent and cooperative work environment that benefits everyone.
Share Contacts, Address Books, and Transactions Effortlessly.
With a Team Account, AGENTVIEW lets you and your teammates view and update shared contacts, add notes, and schedule reminders together — keeping everyone on the same page.
You can assign tasks to other team members, collaborate on transactions by inviting them as members, and even share your address book so your entire team has access to the same trusted contacts.
It’s teamwork made simple — helping agents stay organized, informed, and connected throughout every deal.
You Control What You Share.
Team Accounts in AGENTVIEW are built on trust and flexibility. When you connect with another agent, you decide exactly what to share — whether it’s contacts, tasks, transactions, or your address book.
Each connection is unique. You can collaborate openly with teammates, give brokers visibility into key updates, or keep certain information private. You’re always in control of your data and how it’s shared.
Collaborate on Transactions in Real Time.
Invite escrow officers, TCs, lenders, and co-agents to join specific transactions — even if they don’t have an AGENTVIEW account.
Everyone sees updates, documents, and milestones in real time, ensuring smoother closings and fewer missed steps.
Stay Aligned and Accountable as a Team.
When you share contacts or transactions through Team Accounts, every connected member can view notes, reminders, and updates in real time — keeping everyone informed and on the same page.
This shared visibility helps teams stay organized, follow up consistently, and ensure no client or transaction detail gets overlooked.
Seamless Communication Across the Team.
Share notes, call updates, and milestones instantly. Every interaction is logged under the correct contact or transaction, keeping the entire team aligned.
With AGENTVIEW’s transparency, you’ll never wonder who spoke to a client last or what was said.
