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Without the right tools, teamwork gets messy. Duplicated efforts, missed follow-ups, and confusion about ownership slow everyone down. Wise Agent’s team features keep your office running smoothly with shared access, delegated tasks, and clear permissions.
Collaborate effortlessly with your team by sharing contacts, calendars, and more directly within Wise Agent.
Instantly share client details with your team so everyone has the latest information and no conversations are missed.
View team availability, schedule appointments, and coordinate tasks with shared calendars that keep everyone in sync.
Give your team the access they need while protecting sensitive information.
Set permissions for admins, agents, assistants, and transaction coordinators.
Decide who can view or edit data across your CRM.
Eg. Assistants can update notes and tasks without exporting contacts or accessing billing.Automatically route new leads to match your team’s workflow and stay on top of every interaction from first contact to close.
Leads are assigned based on your rules, ensuring fast response times and no missed opportunities.
See exactly where each lead stands and which team member owns the next step.
Automated alerts and shared visibility help your team respond quickly and convert more leads.
Real estate teams rely on Wise Agent to automate workflows, stay organized, and close more deals. All backed by world-class support and training.
Distribute leads from landing pages and domains across your team for balanced workloads.
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Assign tasks and track progress using calendar events and goal tracking.
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Collaborate on deals via transaction portals, templates, and commission reports.
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Monitor team performance with reports and commission tracking.
View FeatureYes, with Wise Agent you can add separate team member logins as an affordable add-on. This allows you to set custom user permissions so admins, agents, and assistants each have the right level of access.
Wise Agent uses permissions and secure cloud hosting to protect sensitive client information.
Yes, admins (account holders) can monitor activity, track lead assignments, and review communication history across all team members.
Wise Agent is built to scale for brokerages of all sizes. It includes team permissions, reporting, lead routing, and broker dashboards that give leadership full visibility. Pricing is affordable for multiple users, and Wise Agent’s support team offers free team training sessions to get everyone up to speed quickly.
Whether you work with an assistant, a transaction coordinator, or a full team, Wise Agent was built to support real-world collaboration. Our team solutions give you structure, visibility, and control without adding complexity.
Read ArticleFrom lead assignment to shared calendars, Wise Agent gives your team the collaboration tools they need to stay productive and close more deals.
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