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 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, company store access, and 1099 viewing/printing

dashboard customization

• brokers customize dashboards through the spotlight setup menu
• widgets can be dragged, resized, and rearranged to prioritize key metrics
• different widgets available for graphs, numbers, and table-style data
• totals section 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 enables selling items to agents and managing internal billing
• front desk staff can input charges (e.g., photocopies) without full accounting access

security and access control

• granular control over agent access to features like chat, payments, and information editing
• application settings determine whether agents can enter payment information
• role-based security defines what actions agents can perform within the portal

next steps

• attend upcoming training sessions on specific features like the company store
• review and customize agent dashboard layouts for your brokerage
• configure security and application settings to align with company policies
• consider implementing the company store feature for streamlined billing and purchases

watch this short video to learn more: