Your client list stays yours.
One record per client, with every lead, lease, property and document attached. Agents see the clients they work on; everyone else stays masked until a manager says otherwise.
One client, one record
Search by exact phone number or email across every region. Agents cannot create a duplicate; managers merge them.
Everything about a client, together
Properties owned, leases, lead requirements, documents and history on one page.
Agents see their own clients
Anyone else’s client shows as a first name, an initial and a masked phone number.
Access when it is earned
An agent asks, a manager or admin approves for 90 days, until a date or for good, and can revoke it any time.
Every view on record
Each full view of a client and every failed unlock attempt is written to the audit log.
Clean handovers
Delete a duplicate and move its leads, leases and documents to the right record in one step.