BrokerDrive gives agents a private, daily-use CRM for all their own clients — contacts, notes, tasks, what each client wants, saved searches. At the same time, the brokerage keeps the view it needs into assigned leads, transactions, compliance, and reporting.
Records · who can see what
- Brokerage-owned
Maria Gomez
Brokerage lead
- 🔒 Private
The Nguyen Family
Personal sphere
- Team
Reunion Buyers Q4
Shared list
- Compliance
17910 Parkside Dr N
Under contract
Broker requested access
Private record · Nguyen Family
⏳ Pending agent approvalAgent trust — private CRM vs. what the brokerage sees
An agent's CRM tags each record: their own client, a brokerage lead, a team record, and a deal the broker can review — plus a broker asking to see a private record.
Transcript
BrokerDrive keeps who owns a record separate from who can see it. Agents keep their own clients private. Brokerage leads stay accountable. Team records are shared with the team. A deal opens to the broker only when the brokerage is on the hook for it.
What it does
All their clients in one place
- Contacts, households, vendors
- Notes and a history of every touch
- Tasks and who to call next
- What each buyer or seller wants
- Saved searches
A clear tag on every record
Each record is tagged — their own, brokerage lead, team, or one the broker can review — so nobody has to guess who can see what.
Hand off to an assistant
An agent can let an assistant into their CRM without handing over the whole brokerage.
Records the team shares
Team leads and co-agents share the records that belong to the team.
What happens when an agent leaves
Brokerage records stay. The agent's own contacts and private notes are never handed to the brokerage.
Who sees what
Broker view
A clear view of assigned leads, transactions, and compliance — never private notes or an agent's own clients.
Agent view
A CRM agents actually want to use, because what's theirs stays theirs.
Why it matters
Agents use a CRM they trust. A CRM they use means clean data, and clean data means better routing, better reports, and agents who stay.
Frequently asked questions
- What can the brokerage see in an agent's CRM?
- Brokerage leads, transactions, and records tied to compliance — not the agent's own contacts or private notes.
- What happens to CRM data when an agent leaves?
- Brokerage records stay with the brokerage. The agent's own contacts and notes are not handed over. See the offboarding policy.
- Can an assistant work a lead for an agent?
- Yes. The agent can grant limited access that's recorded and can be turned off at any time.