People, Market and Team Operations

People

• Contacts is the organization-wide person record for contact details, roles, consent and relationship context.
• Leads triages and assigns buyer, seller, renter and investor inquiries.
• Past Clients manages post-close check-ins, milestones and long-term relationship work.
• Reviews & Referrals handles consent-aware feedback, referral and testimonial-permission workflows.
• Needs & Matches compares explicit buyer/renter needs with eligible property facts and explains proposed matches.

Never use protected traits or proxies for matching, routing, audience selection or neighborhood descriptions.

Market

• Signals shows timely real-estate events and data changes with source, geography and freshness.
• Intelligence summarizes geographic and market-level patterns.
• Opportunities turns permitted signals into explainable items for review.

Confirm evidence, geography, freshness, legal outreach basis and affected property/audience before acting. Market signals are not appraisals or guaranteed predictions.

Team Operations

Use Work → Team Operations for routing rules, candidate/selection explanations, queues and service-level work. Routing must not use protected traits or proxies. Review exceptions and expired assignments rather than assuming a route was correct.

Automations

Use Work → Automations to inspect agent configuration, schedules, run history, evaluations and exceptions. Automation authority should remain bounded. Publishing, legal acceptance and client communication follow the configured human-review controls.

Workspace configuration

• Voice & Brand compiles agent/brokerage style. It controls style, not facts or compliance.
• Brokerage & Team stores brokerage, office, team, agent, license and service-area context.
• Data Import maps and validates supported real-estate CSV rows before acceptance.
• Social Connections controls publishing accounts.
• Team Members controls roles and workspace access.