Teams & Brokerages

Yes. RealFoyer includes a shared CRM with staff roles and permissions, so a team works from one lead list with ownership visible on every record.

Each lead carries an assigned agent, and assigned agent is available as a column and a filter — so a team lead can see the whole pipeline, and an individual agent can see their own.

Roles are built from individual permissions and then assigned per person, rather than chosen from a fixed set of job titles.

Permissions cover areas including leads, inquiries, dashboards and website settings. That granularity is what lets you give a marketing coordinator access to the website without giving them the lead database, or the reverse for a new agent.

Yes. Reporting covers lead volume, lead sources and pipeline movement across the team.

What this does not include is per-agent conversion scoring or agent performance ranking — those are not features of the product. The reporting shows where leads come from and how they move, not a league table.

A team works from one shared CRM, and what each person can see is set by their role rather than by the software showing everyone everything.

Roles are assembled from individual permissions covering leads, inquiries, dashboards and website settings, so a brokerage can give one agent their own pipeline and a team lead the whole one.

Yes. Assigned agent is a field on the lead record and a column on the lead list, so ownership can be changed when it needs to.

One thing to know if you also route leads to a connected CRM: the lead is sent onward when it first arrives, and the assigned agent is not part of that payload. Reassigning here updates the lead in RealFoyer; it does not reach the other system.