Brokerage workflow guide
Adopt AI with review built in.
Start with roles and a pilot team, route content through broker review, and use the activity log to decide what to expand.
Five steps
Set roles and sign-in
Invite agents, managers and team leads with role-based permissions. Brokerages can connect single sign-on (SAML or OIDC) and SCIM provisioning.
Pilot approved workflows
Start one team on a few workflows and templates you have approved, such as listing descriptions and lead follow-up.
Route content to broker review
Agent drafts can go to a broker review queue, where a reviewer approves or rejects each item.
Inspect the activity log
Brokerage admins can view and export the audit log of platform actions as CSV or JSON.
- Counts show what happened, not hours saved or compliance outcomes
Expand what works
Add teams and workflows once the pilot has the review habits you want.
Controls brokerages set
Access
- Roles and permissions
- SSO and SCIM provisioning
- Two-factor authentication
AI
- Which AI providers are allowed
- How long AI request logs are kept
- Bring-your-own provider keys
Start with one team.
Set up the brokerage, pick a pilot team and agree on what you will review.