Give shared worka clear owner.

Coordinate leads, membership and handoffs in a real-estate team or brokerage workspace. Keep reporting and access tied to the right people.

From a shared leadto a clear owner.

Find the shared work
In the right workspace.
Review the team or brokerage queue without confusing it with a person’s private practice.
Give it an owner
A deliberate handoff.
An authorized manager reviews routing and assignment. AI can prepare supported shared-lead proposals for human review.

With the right view.

Use role-scoped reporting and shared updates to understand activity. Access follows membership, not simply a link to the record.

A workspace for the right context: Move between your personal practice and the teams or brokerages you belong to.
Membership determines access to a shared workspace.
Keep the roster clear: Invite people, review joining requests and manage the roles that fit their responsibilities.
Membership changes require the appropriate role.
Give shared leads a clear owner: Review the shared queue, routing and assignment so a lead has a next responsible person.
AI assignment in shared workspaces is a proposal for human review. Personal and shared AI actions differ.

Make a useful handoff: Refer an opportunity or share a listing through the authorized team and brokerage network.
Sharing is explicit and subject to current membership and revocation.
Understand the work across the team: Review lead sources, activity and deal information at the team or office level.
Visibility depends on role and the records in the workspace.

Support the conversations behind the business: Keep playbooks, recruiting records and buyer-agreement objection practice close to the team’s work.
These are supporting tools, not autonomous hiring or legal decisions.