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Agent Roster
Manage your team — invite, assign roles, track onboarding
Download text alert sign-offs
—
Total
—
Active
—
Pending
Starting up...
+ Invite
Agent
Send setup emails to everyone not signed in yet
All Roles
Admin
Realtor
Agent
TC
Bookkeeper
State Broker
All Status
Active
Pending
Inactive
Profile to finish
Plan or license to add
All States
New Mexico
Utah
Idaho
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Invite New
Agent
×
First Name
Last Name
Email
Role
Realtor
Admin
TC
Bookkeeper
State Broker
State
NM
UT
ID
Base Split
80/20
85/15
90/10
100/0
Compensation plan
(required)
Choose a plan
Percentage split
Flat fee per transaction
Their share of every deal is worked out from this. You can change it later.
Company share %
Flat fee per transaction
Cap
— optional, per year
Monthly desk fee
— optional
Cap resets each year on
— optional; change it any time
License Transfer Date
— first license to WN, any state (anchors the Navigator's Club year)
Recruiter
— who brought them in (cannot be changed later)
Don't send the setup email yet
(a test record, or someone you'll invite later)
Cancel
Add
Agent
& Send Invite
Edit Agent
×
Role
Realtor
Admin
TC
Bookkeeper
State Broker
Only your brokerage admin can change roles.
State
NM
UT
ID
Status
Active
Pending
Inactive
Base Split
80/20
85/15
90/10
100/0
Annual cap
— optional, blank if no cap
Cap resets each year on
Compensation plan
Choose a plan
Percentage split
Flat fee per transaction
Company share %
Flat fee per transaction
Cap
— optional, per year
Monthly desk fee
— optional
Cap resets each year on
— optional; change it any time
License Transfer Date
— first license to WN, any state (anchors the Navigator's Club year)
Recruiter
set once — cannot be changed
Cell Phone
Format: +1XXXXXXXXXX — used for SMS alerts and broadcast
No text consent on file
Show Recruit Pipeline Projection
Agent
Visibility
When enabled, the
agent
sees the Recruit Pipeline section in their DBV widget on the CRM page.
Regional Director
Assigned Counties (comma-separated)
Recruiting Access
Grants the recruiting engine (state machine, action board, scorecards). Enforced in Firestore rules; cleared automatically on deactivation.
Sender name (recruiting outreach)
Sender location line (optional)
Titles by market (one per line — STATE: Title)
A message that uses the sender title is blocked in the recruiting panel for any market missing here.
Daily targets (one per line — counter: N)
Seeded with defaults; edited here, applied on the recruiting board's target bar without a deploy.
Cancel
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)
- optional, made from the name
Lowercase, hyphens only. Used in URL: team-dashboard.html?teamId=zia-properties. It cannot change after the team is made.
Team Lead *
— Select team lead —
State
Team Members (select all that apply)
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agents
...
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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 compensation per deal
Comp Value ($ or %)
Cancel
Save & Send Invite
After saving, send the broker their onboarding link:
waypointos.com/broker-onboarding.html
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