Install
- Activate the plugin
- Set brokerage name and notifications
- Open the setup checklist
Documentation
Practical docs for a workflow people can understand.
These docs keep setup practical: install the dashboard, run your first lead through it, show a broker the office value, show an agent the daily value, and know exactly where to go when something breaks.
Brokerage Dashboard is not an MLS, IDX provider, transaction platform, or accounting tool. It is the workflow layer that connects the work happening around them.
Documentation map
SetupInstall, add your people, create the key pages, and run your first lead through the system.
Broker walkthroughShow leads, follow-up, buyer demand, and office visibility in a demo a broker will actually feel.
Agent walkthroughShow assigned leads, follow-up, buyer needs, and the daily cards that make an agent's morning easier.
StoragePlan-based workspace storage covers listing photos, campaign assets, and review proofs; Basic starts with 5 GB.
SupportCapture what broke, where, and whether work is blocked, so the fix comes fast.
First install
Prove the simple loop before opening every screen.
A good first install proves one thing: someone asks about a property, the right person owns it, the next step is clear, and the broker can see enough to help. Get that loop working and everything else is just adding rooms to a solid house.
Add the right people
- A manager for oversight
- Agents for assigned work
- Buyer accounts for front-end access
Add the key pages
- Listings or Homes
- Agents
- Lead form
- Buyer account
Walkthrough paths
Agents and brokers need different first wins.
An agent needs to see what helps today. A broker needs to see where leads, follow-up, and visibility connect. Do not give them the same demo.
01
Broker walkthrough
Start with a live lead. Show who owns it and what happens next. Close with the broker view: pressure points, reporting, and the fit questions.
02
Agent walkthrough
Show assigned leads, follow-up, buyer needs, simple tasks, and the daily cards that help an agent move work without digging.
03
Premium preview
Once the core loop lands, show buyer needs, campaign media storage, shared files, office updates, teams, routing, and reports.
Support intake
Make every issue easy to fix.
During launch, every issue you report shapes the product. A clear report gets you a faster fix and makes the next release better for every brokerage.
Capture the facts
- site URL, your role, and versions
- Support Snapshot or Premium Support Snapshot
- what you expected vs. what happened
- screenshots when useful
Flag the urgency
- Blocked or privacy risk
- Serious friction with a workaround
- Polish
Send it once, in one place
- One thread per issue
- No scattered texts
- No side-channel guessing
Want the full docs packet?
Setup, broker walkthrough, agent walkthrough, and support intake: the practical reference for a Brokerage Dashboard workspace.