The Roster management section allows administrators to manage agent information efficiently. They can build a comprehensive roster, import existing data via Excel, and add new profiles individually using the digital onboarding feature.
Profile Update Notifications:
Ensuring Seamless Internal Communication
Maintaining accurate agent records is vital for any brokerage, and this feature ensures that any profile change automatically triggers the necessary updates across all relevant departments. As soon as an operator updates the agent's information, the system immediately sends a notification to the relevant parties like finance, human resources, recruiting, ...
Beyond internal teams, the system can also be configured to send these updates to external vendors or partners who require up-to-date agent details, ensuring everyone is aligned.
Custom Field:
One of the key features of Roster Management is the support for custom fields, enabling each brokerage or office to capture unique, specific data points.
Administrators can also perform advanced searches across these custom fields, export that data to Excel, or save specific searches for quick access in the future.
Roster API:
There's also the ability to export agent lists via an API, which allows you to extract contact details, profile pictures, and other data for use in other applications, such as a corporate website.