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Guide AI
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Agent Roster
Manage your team — invite, assign roles, track onboarding
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Total
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Active
—
Pending
Starting up...
+ Invite Agent
All Roles
Admin
Realtor
Agent
TC
Bookkeeper
State Broker
All Status
Active
Pending
Inactive
All States
New Mexico
Utah
Idaho
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Invite New Agent
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First Name
Last Name
Email
Role
Realtor
Admin
TC
Bookkeeper
State Broker
State
NM
UT
ID
Base Split
80/20
85/15
90/10
95/5
100/0
Cancel
Add Agent & Send Invite
Edit Agent
×
Role
Realtor
Admin
TC
Bookkeeper
State Broker
State
NM
UT
ID
Status
Active
Pending
Inactive
Base Split
80/20
85/15
90/10
95/5
100/0
Cell Phone
Format: +1XXXXXXXXXX — used for SMS alerts and broadcast
SMS Opt-In
Show Recruit Pipeline Projection
Agent Visibility
When enabled, agent sees the Recruit Pipeline section in their DBV widget on the CRM page.
Regional Director
Special Compensation
Agent earns 5% recruiting bonus on personal recruits + 15% on all agents in their assigned counties.
Assigned Counties (comma-separated)
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Save Changes
📄 Agent Documents
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Upload Document
Independent Contractor Agreement (ICA)
Policies & Procedures (P&P)
Exhibits & Addendums
License Copy
W-9
Other
⬆ Upload PDF
🏠 Agent Teams
Create and manage agent teams. Members share a combined team dashboard and Navigator's Club volume.
+ Create Team
Team Name *
Team ID (URL slug) *
Lowercase, hyphens only. Used in URL: team-dashboard.html?teamId=zia-properties
Team Lead *
— Select team lead —
State
New Mexico
Utah
Idaho
Team Members (select all that apply)
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Create Team
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🏛 State Brokers / Principal Brokers
Brokers with full authority in their state. Managed separately from agents.
+ Add State Broker
Full Name
Email
State
New Mexico
Utah
Idaho
License #
Comp Type
No comp set yet
Flat $ per closing
% of company net per deal
% of gross commission per deal
Comp Value ($ or %)
Cancel
Save & Send Invite
ℹ️ After saving, send the broker their onboarding link:
waypointos.com/broker-onboarding.html
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