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BrokersSales Rep Portal
Hire a team to close customer leads — without giving up access to your financials.
When your brokerage starts scaling you need people working customer leads. The Sales Rep Portal gives your hired reps a dedicated workspace to manage their pipeline, update lead status, and track their commissions — completely separate from your earnings, carrier data, and platform settings.
What's included
✓Invite reps by email — they set their own password
✓Reps manage leads assigned to them from the broker dashboard
✓Pipeline status tracking — Contacted, Quoted, Booked, Lost
✓Commission calculated automatically on completed jobs
✓Broker approves and marks commissions paid
✓Reps never see broker earnings or carrier financials