Customizing the in-app Resource Center for your brokerage

Every page in Done-Deal has a floating "Help & Resources" button (the circular ? button in the bottom-right corner) that opens a drawer with tips relevant to the page you're on. This article explains what that content is today and what's involved in customizing it for your brokerage.

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What agents see today

The tips shown in the drawer are written by Done-Deal and built into the app for each page — the Deals Board, a transaction's detail page, a property portal, and so on. They're the same for every brokerage; there's no per-brokerage variation in what agents currently see when they click the ? button.

The brokerage-override mechanism

Done-Deal has a database table (resource_articles) designed specifically to let a brokerage override or add its own help content on top of the built-in tips — a brokerage row with the same slug as a default article takes precedence for that brokerage's agents, and Done-Deal has an API that lets an account with the Broker or Admin role edit or delete an existing override for their brokerage.

Note: This mechanism is not yet wired up to a self-serve page or to the live Help & Resources drawer agents see. There's currently no screen where a broker can browse, create, or edit these entries, and the drawer itself doesn't read from this table yet — it shows Done-Deal's built-in content only. If your brokerage wants custom in-app help content today, contact support; this isn't a self-serve feature yet.

What this means for your brokerage right now

• You cannot add your own tips to the Help & Resources drawer through the app today.
• If you want brokerage-specific guidance available to your agents in the meantime, upload it as a PDF on the Brokerage resources page instead — Reme can read those and use them to answer agent questions, even though they won't appear in the ? drawer.

FAQ

Can I edit what agents see when they click the "?" button?

Not from the app today. The drawer's content is the same for every brokerage. The underlying database and permissions for a brokerage override already exist, but there's no page to use them yet.

Is a self-serve Resource Center editor coming?

The permission model (Broker or Admin role, scoped to your brokerage) and the data layer are already in place, which suggests a self-serve editor is planned, but there's no committed timeline. Contact support if this is a priority for your brokerage.

What should I do if I want custom help content for my agents now?

Upload it as a PDF to Brokerage resources so Reme can reference it in answers, or contact support about getting content added directly.