why cloud now: agent portal

Key Takeaways

• Darwin Cloud offers extensive customization for agent dashboards, including widget placement, size, and content selection
• The company store feature allows brokerages to sell items to agents and manage internal billing efficiently
• Security settings and application settings provide granular control over agent access and capabilities within the portal

Agent Portal Overview

• Landing page features customizable spotlights showing production numbers and goals
• Agents can view property data (read-only), search for buyers/sellers they've worked with, and access reports
• Tools section includes email history, payment options, and profile management
• Optional features: chat functionality, company store access, and 1099 viewing/printing

Dashboard Customization

• Brokers can customize agent dashboards through the Spotlight Setup menu
• Widgets can be dragged, resized, and rearranged to prioritize important metrics
• Different widgets available for graphs, numbers, and table-style data
• Totals section can be tailored to specific commission plans and agent needs

Payment and Billing Features

• Agents can enter credit card and bank account information for payments
• Security settings control agents' ability to update or delete payment information
• Company store feature allows for selling items to agents and managing internal billing
• Front desk staff can input charges (e.g., photocopies) without needing full accounting access

Security and Access Control

• Granular control over agent access to features like chat, payment methods, and information editing
• Application settings determine whether agents can enter their own payment information
• Role-based security controls what actions agents can perform within the portal

Next Steps

• Attend upcoming in-depth training sessions on specific features like the company store
• Review and customize agent dashboard layouts for your brokerage
• Configure security settings and application settings for agents to align with company policies
• Consider implementing the company store feature for streamlined agent billing and purchases

watch this short video to learn more: