Overview
Roster Management is the central location where Brokerage Administrators manage every agent within their Hub brokerage.
From adding new agents and updating profiles to importing existing records and exporting data, Roster Management provides the tools needed to keep your brokerage organized and operating efficiently.
Whether you're onboarding a new recruit, updating contact information, managing office assignments, or integrating agent data with other systems, Roster Management helps ensure your information remains accurate and up to date.
Benefits
Roster Management helps your brokerage:
Maintain a centralized and accurate agent directory.
Simplify onboarding for new and transferring agents.
Import existing agent data quickly.
Reduce manual administrative work.
Keep internal departments informed of profile updates.
Store brokerage-specific information using custom fields.
Export agent data for reporting and external systems.
Improve data consistency across your organization.
Build and Manage Your Agent Roster
Brokerage Administrators can maintain a complete roster of active agents from a single location.
Agents can be added in several ways:
Import multiple agents using an Excel spreadsheet.
Add agents individually.
Approve agents through the Digital Onboarding process.
Once an agent joins your brokerage, their profile can be updated at any time as information changes.
Typical profile information may include:
Contact details
Office location
License information
Team assignments
Branding information
Brokerage-specific data
Custom fields
Keeping profiles current helps ensure agents have the correct information throughout Hub and any connected systems.
Import Existing Agent Data
If you're moving to Hub or updating your brokerage database, you can import your existing roster using an Excel file.
Bulk importing helps reduce manual entry while allowing your brokerage to quickly establish an accurate and complete agent directory.
Profile Update Notifications
Keep Internal Teams Automatically Informed
When an administrator updates an agent's profile, Hub can automatically notify the appropriate people or departments.
This helps ensure important changes are communicated without requiring manual follow-up.
Examples include updates to:
Contact information
Office assignments
Employment status
Team changes
Licensing details
Other brokerage profile information
Notifications can be configured for departments such as:
Finance
Human Resources
Recruiting
Administration
Office Managers
This automation helps departments stay aligned and reduces the risk of outdated records.
Notify External Partners
In addition to internal notifications, profile updates can also be shared with approved third-party vendors or business partners that rely on current agent information.
This helps maintain consistent data across connected services without requiring duplicate updates.
Custom Fields
Every brokerage manages information differently.
Roster Management supports Custom Fields, allowing administrators to collect and store information specific to their brokerage or office.
Examples include:
Office-specific identifiers
Internal employee numbers
Team classifications
Certification tracking
Marketing preferences
Recruiting information
Commission categories
Any additional brokerage-specific data
This flexibility allows Hub to adapt to your brokerage's unique workflows.
Advanced Search and Saved Filters
As your roster grows, finding the right information becomes increasingly important.
Roster Management allows administrators to:
Search across standard and custom fields.
Filter agents using multiple criteria.
Save frequently used searches.
Quickly return to commonly used filtered lists.
This makes managing large brokerages significantly more efficient.
Export Agent Data
Administrators can export roster information to Excel for reporting, analysis, or operational purposes.
Exported data can include both standard profile information and supported custom fields, making it easy to work with agent information outside of Hub when needed.
Roster API
For brokerages that integrate Hub with other business systems, Roster API provides secure access to agent information.
Using the API, developers can retrieve approved roster data for use in external applications such as:
Brokerage websites
Corporate directories
Internal business systems
CRM platforms
Custom dashboards
Reporting tools
Depending on your implementation, available information may include:
Agent names
Contact information
Profile photos
Office assignments
Brokerage profile details
Other supported roster fields
This helps keep your connected systems synchronized with the latest approved roster information.
Best Practices
To maintain a clean and reliable roster:
Review agent profiles regularly.
Archive or remove inactive agents promptly.
Use Digital Onboarding whenever possible to standardize data collection.
Create meaningful custom fields that support your brokerage's workflows.
Use saved searches for frequently accessed groups of agents.
Keep integrations updated by using the Roster API where appropriate.
Why Use Roster Management?
Roster Management serves as the foundation of your brokerage's Hub environment.
It works seamlessly with Digital Onboarding, Brokerage Resources, Brokerage Calendar, Branding Kits, Marketing Templates, and other brokerage administration tools to ensure your agent information remains accurate, accessible, and connected.
By centralizing agent records, automating notifications, supporting custom data, and enabling integrations, Roster Management helps brokerages reduce administrative work while providing a more efficient experience for both administrators and agents.