Team management

Everyone works on the same records, and you decide who sees what.

When every realtor keeps their own listings and their own clients, the agency owns nothing and checks nothing. Key Deal puts the whole team on one account the agency owns, with a role for each person, approval before a public listing changes and a directory of who covers which area.

Agency plan30 days free, no card needed
Example
Your teamInvite link · company emails only
  • SaraAll listingsOwner
  • KhalidAll listingsAdmin
  • Mona12 assignedRealtor

3 roles

Owner, admin, realtor

Each sees and changes what their role allows, and a realtor sees only the listings and clients given to them.

1 link

For the whole team

One invite link, limited to your company's email addresses, with a WhatsApp message ready for the team group.

No per-seat

One price for the agency

Add as many realtors as you have. The agency plan is one monthly price, not a charge per person.

Roles and listing access

The owner has everything; admins have everything except billing, the agency's address and closing it. A realtor works on what is assigned to them: all of the agency's listings, the ones you select, or none.

  • A realtor always sees only the clients assigned to them
  • Assign listings and clients to one person, or a listing to everyone
  • An agency has one owner, and stays with whoever created it
  • Someone who leaves hands every listing and client to the owner
  • Every change to the team is kept in the agency's activity log
Example
Your teamInvite link · company emails only
  • SaraAll listingsOwner
  • KhalidAll listingsAdmin
  • Mona12 assignedRealtor

Approval before a public listing goes live

A realtor's new public listing, and every change to one that is live, waits for an owner or admin. The live listing is untouched until it is approved, and approvals can be switched off when you trust the team to publish.

  • Unlisted and private listings are saved at once; only public ones wait
  • The change shown field by field before you approve it
  • Approvals waiting in the morning summary and the notification centre
  • The same switch for changes from developers' own logins
Example
Waiting for approval1

Creek Beach 3BR · change from Mona

PriceAED 3.1M→AED 2.95M
ApproveSend back

Invite by email or with one link

Invite one person by email, or make one link for the whole team and post it in your WhatsApp group. Restrict it to your company's email domains so only your people can join.

  • Choose each person's role and listing access as you invite them
  • A WhatsApp message written for every invitation
  • The link lasts 60 days, its expiry can be moved, and it can be turned off
  • Someone with a company address who signs up alone is pointed to their colleagues
Example
ListingsRealtor
  • Harbour View 2BRDubai Creek Harbour · AED 1.79MSaraLive
  • Marina Gate StudioDubai Marina · AED 72K/yrKhalidLive
  • Creek Beach 3BROff-plan · handover Q4 2027MonaWaiting

A directory of who covers what

Each member says which team they are on and which areas they cover. Find the right colleague by team and area, email them all at once or message each on WhatsApp.

  • Teams such as off-plan sales, secondary sales, leasing and marketing
  • Every member can browse colleagues' ready listings and message the person listing them
  • Whoever shares a listing link is the contact the client sees
  • Owners and admins see who has connected Claude and can remind the rest
Example
Ahmed · 2 bed · Marina or JLT · up to AED 3M
  • Marina Gate 2 · 2BRFits
  • Sea Cliff · 2BR off-planHandover after 2027
  • JLT Cluster V · 1BROne bedroom short

How to start

Three steps, and it is yours.

  1. Set up the agency

    Create the agency, its website address and your own owner account.

  2. Invite the team

    Agency, then Invite. Send emails, or share one link limited to your company's email domain.

  3. Give each person their access

    Set roles and listing access, assign listings and clients, and choose whether public listings need approval.

Or say it to Claude

  • “Invite sara@youragency.ae as a realtor who works on the listings I select”
  • “Who on the team covers Dubai Marina for leasing?”
  • “Assign the Harbour View listing to Mona and Khalid”
How the Claude connector works

Questions

What people ask about team management.

Anything else? Search the help centre or ask us.

What is the difference between an owner, an admin and a realtor?

The owner can do everything at the agency. An admin can do everything the owner can for listings, clients, the website, the team and developers, but not billing, the agency's address or closing the agency. A realtor works on the listings and clients assigned to them, and their public listings wait for approval unless approvals are switched off.

Is the agency plan priced per user?

No. The agency plan is one monthly price for the whole team, with no charge per seat, so adding a realtor costs nothing more.

What happens to a realtor's listings and clients when they leave?

Everything they held is handed to the agency's owner in the same step, so no listing or client is lost and nothing is left without someone looking after it. The clients' tracked links and history stay as they were.

Can I stop anyone with the invite link from joining?

Yes. Restrict the link to your company's email domains and only addresses at those domains can join. Accounts made through a shared link start with the email address unconfirmed and are sent a confirmation, and the Invite page shows who has not confirmed yet.

Whose name does a client see on a listing?

On a plain link, the agency's. When a realtor shares a listing from their own account, through Send, Copy my link or a collection, the client sees that realtor as the contact, with their own WhatsApp and number.

Can every member use Claude?

Yes. Every member of the agency can connect Claude to their own account at no extra cost, and it works within what their role allows. Owners and admins see who has connected it and can send a reminder.

Run the whole agency from one place.

30 days free, no card needed. Everything on this page comes with the agency plan.