Haven't found what you're looking for?

[Owner] How do I share a lead with my agents?

On the BrokerOS dahsboard you will have access to leads within your area that can be shared among your agents within your brokerage. Let me show you how to do it!


  1. Under the pending open leads in Vancouver if there are open leads within your area, click details to view the lead


  2. On the agent’s lead you can see details of the buyer need or agent referral


  3. If you want to share a lead with one of your agents in your Brokerage, from the BrokerOS dashboard under the open leads click share


  4. Search by the agent’s name or share with one of your top agents by clicking their name


  5. Click Share Lead to send to the agent



Powered by Zendesk