How agent oversight works for brokers

This article covers what the Broker role can actually do with the agents at your brokerage today, and what's handled by Done-Deal on your behalf rather than being a self-serve feature yet.

What the Broker role can do today

Every agent at your brokerage has a role — Agent, TC, Broker, or Admin — stored on their account. Agents whose role is Broker or Admin get brokerage-wide oversight instead of just their own transactions:

• See every agent's transactions on the broker dashboard, including pipeline stage, deadline-miss rate, and compliance gaps. See Using the broker dashboard.
• Open any individual agent's transaction and review its documents, deadlines, compliance findings, and AI cost.
• Approve or flag documents on any transaction at the brokerage.
• Publish brokerage-wide form templates and clauses that all agents at the brokerage can use. See Broker resources and templates.
• Upload brokerage resources (training guides, compliance docs, policies) that Reme uses to answer agents' questions.

None of this requires per-agent setup — it applies automatically to every agent scoped to your brokerage.

Inviting agents and changing roles

Note: There is currently no self-serve page for a broker to invite a new agent to the brokerage or change an existing agent's role. Agent accounts and brokerage membership are set up by Done-Deal during onboarding (for example, from your brokerage's DORA-licensed agent roster when you switch from CTM eContracts (CTM)). If you need an agent added, removed, or promoted to Broker, contact support.

Don't confuse this with two features that look similar but do something different:

• Contacts → team management — from your own Contacts page, you can invite an assistant, TC, team lead, or buyer's agent to help on your deals. This only affects who can act on your transactions — it doesn't change anyone's brokerage-wide role or give them the Broker dashboard.
• The platform admin panel (/admin) — this is Done-Deal's own staff tooling, not a brokerage feature. It's restricted to Done-Deal employee accounts and is used for things like extending a trial or changing a subscription plan, not for setting brokerage roles.

FAQ

How do I get an agent added to my brokerage?

Contact Done-Deal support. New agents are typically added when your brokerage's licensed-agent roster is imported, or individually on request.

Can I promote an agent to Broker myself?

Not yet. Role changes go through Done-Deal support rather than a self-serve control. This is intentional while the feature is still being built out.

Does inviting someone to my "Team" on the Contacts page make them a broker?

No. That invites an assistant, TC, team lead, or buyer's agent to help on your own deals — it's scoped to you, not the brokerage, and it doesn't grant broker-level oversight of other agents' transactions.

Can I see which agents at my brokerage have the Broker role?

Not from a dedicated page today. You can infer it from who else at your brokerage has access to Brokerage View — ask support if you need a definitive list.