Waypoint OS
Dashboard
Feed
Roster
Recruiting
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Agent Roster
Manage your team — invite, assign roles, track onboarding
—
Total
—
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
100/0
License Transfer Date
— first license to WN, any state (anchors the Navigator's Club year)
Recruiter
— who brought them in (cannot be changed later)
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
100/0
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
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
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.
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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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