Grant-based visibility
Every record carries an access list. Grant it to a person, a team or an office, and everyone in that team or office inherits it.
Every listing, note and task shared with exactly who should see it.
No more "where's that mandate?" or "what did you tell the seller?". RealtyPA is an agency-wide shared brain, every deal, visible to every agent who should see it.
Open Users in the sidebar on a desktop screen, or under More on a phone, and add each colleague. Users, Teams and Offices are admin-level screens, so only a workspace admin sees them.
A team and an office each end with a Who has access? section. Adding a user there is what makes them a member of that team or office.
Listing, contact, note and task drawers end with a Who has access section, and the property drawer calls the same thing Access. Grant the record to a person, a team or an office.
Activity lists who changed what and the previous value. Filter by type or by user, then open Report and press Generate & print.
Every record carries an access list. Grant it to a person, a team or an office, and everyone in that team or office inherits it.
Every save writes an activity entry naming the fields that changed and their previous values. Filter it by type or by user.
Change the agent on the listing and add the new owner to the record's access list. The activity history stays on the record.
Visibility is granted per record, not derived from a job title. A record is visible to whoever holds an access grant on it, directly or through a team or office they belong to. Workspace admins see the whole workspace, and a workspace can be flagged to restrict non-admins to only the records they hold a grant on.
Dual, joint and open mandates carry a commission split percentage on the agreement, alongside the mandate commission and its VAT treatment. There is no automatic payout calculation and splits do not feed the dashboard.
Reassignment is done record by record. Change the agents field on each listing and update its access list. There is no bulk reassignment tool, and the full activity history stays on every record.
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