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Office Settings
Shared Platform Administration

Office Settings

Manage office profile, commissions, fee schedules, agent assignments, team access, and module defaults from one shared workspace.

Office Profile
Structure Cards
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Transaction Fee Schedule
Min PriceMax PriceFee Amount
Agent Roster0 agents
NameEmailLicenseStructureActive
Transaction TemplatesHelmOrbit

Template changes apply to future transactions only.

Team & Access0 members
NameEmailRoleModules
LeadOrbit Routing Defaults
Notify Assigned Agent
Notify Broker/Admin on Import
Round Robin Enabled
Routing Notes
Office Queue
Fallback Inbox
Office queue keeps imported leads unassigned and routes notifications to the configured queue email. Manual review also uses this email when an assigned agent cannot be resolved.
Round Robin Pool
AgentEmailIncludeActiveWeightMax / DaySortLast Assigned
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HelmOrbit Defaults
PropOrbit Defaults
BuildOrbit Defaults
Stage Templates
Coming Soon