Agent Role Overview
As a Real Estate Agent on the Life & Homes platform, you have access to a powerful suite of tools to help you succeed in your daily work. This page explains your role, permissions, and what you can do within the platform.
What is the Agent Role?
Section titled “What is the Agent Role?”The Agent role is designed for licensed real estate agents who work directly with buyers and sellers. Agents are the primary users of Life & Homes, and the platform is built around your needs and workflows.
Your Capabilities
Section titled “Your Capabilities”As an agent, you can:
Client Relationship Management
Section titled “Client Relationship Management”- ✅ Manage contacts and client relationships
- ✅ Track prospects through the sales funnel
- ✅ Communicate via integrated messaging
- ✅ Respond to chat requests from potential clients
Property & Listing Management
Section titled “Property & Listing Management”- ✅ Search and browse MLS listings
- ✅ Save favorite properties
- ✅ Share listings with clients
- ✅ Create and manage your own listings
- ✅ Set up automated hotsheets for clients
Scheduling & Organization
Section titled “Scheduling & Organization”- ✅ Schedule property showings
- ✅ Set reminders and tasks
- ✅ Manage your calendar
- ✅ Coordinate with clients and other agents
Performance & Analytics
Section titled “Performance & Analytics”- ✅ View your performance dashboard
- ✅ Access analytics and reports
- ✅ Track conversion rates and metrics
- ✅ Monitor client engagement
Profile & Settings
Section titled “Profile & Settings”- ✅ Customize your profile
- ✅ Set notification preferences
- ✅ Configure privacy settings
- ✅ Manage account details
What You Cannot Do
Section titled “What You Cannot Do”As an agent, you do not have access to:
- ❌ Administrative functions (user management, platform configuration)
- ❌ Broker-level controls and reporting
- ❌ Marketing staff tools and campaign management
- ❌ System-wide settings and integrations
These capabilities are reserved for users with Admin or Broker roles.
Permissions & Data Access
Section titled “Permissions & Data Access”Your Data
Section titled “Your Data”You have full access to:
- Your own contacts and prospects
- Your own listings and hotsheets
- Your own messages and communications
- Your own performance metrics
Shared Data
Section titled “Shared Data”You can view (but not always modify):
- MLS listings from the broader marketplace
- Shared contacts within your brokerage (if configured)
- Public-facing property information
Privacy & Security
Section titled “Privacy & Security”- Your client data is private and secure
- You can only access data you’re authorized to see
- All communications are encrypted
- Your activity is logged for security purposes
Your Workflow
Section titled “Your Workflow”A typical agent workflow in Life & Homes looks like this:
- Start your day on the Dashboard to see what’s new
- Check Messages for client communications
- Review Chat Requests from potential new clients
- Update Prospects with new information and next steps
- Search Listings to find properties for clients
- Schedule Showings and coordinate appointments
- Update Contacts with notes from interactions
- Review Analytics to track your performance
Agent-Specific Features vs. Excluded Features
Section titled “Agent-Specific Features vs. Excluded Features”This documentation focuses exclusively on features available to and used by agents in their daily work.
Getting Support
Section titled “Getting Support”If you need help or have questions:
- Search this documentation using the search bar
- Check the FAQ for common questions and troubleshooting
- Contact your broker for brokerage-specific questions
- Reach out to support through your platform administrator
Next Steps
Section titled “Next Steps”Now that you understand your role, explore how to use specific features:
- Learn about all Agent Features
- Review common Workflows
- Get answers in the FAQ
Ready to get started? Head to the Feature Guides to dive into specific tools!