Team roles and workspace permissions

Bring brokers, marketing staff and support into the same workspace with access suited to their role. Invite team members, choose admin, member or viewer access, and control which product areas they can use. Set lending access to assigned leads or the wider team, and separately choose who participates as a broker in lead assignment and reporting. Give marketing or support staff the tools they need without adding them to broker distribution. Manage invitations, access and membership from Team & access as the team grows.

BrokerCloser team