Solution
Draw the line. Earn the trust.
BrokerDrive draws a clear line: agents keep their own contacts, and the brokerage keeps the leads it paid for. Agents trust the platform and brokers keep oversight.
The hardest question in brokerage software is who owns the contact. BrokerDrive answers it plainly: agents keep their own contacts, and the brokerage keeps the leads it paid for. Both sides can see exactly where the line sits.
Why this is the trust issue
Agents worry a platform will quietly claim their own clients. Brokers need to keep the leads they paid to bring in. When it's unclear who owns what, both sides stop trusting the system.
How BrokerDrive draws the line
- Agents keep their own contacts
- The brokerage keeps the leads it paid for
- Where a lead came from decides who owns it, from day one
- Sharing happens on purpose, never by accident
What agents see
Agents can tell at a glance which contacts are their own and which are brokerage leads. Nothing is fuzzy, so there are no surprises if they grow or move on.
What brokers keep
When an agent leaves, the brokerage's leads and the deals attached to them stay. The brokerage keeps what it paid for, without taking the agent's own clients.
Frequently asked questions
- What happens to an agent's contacts if they leave?
- Their own contacts go with them. The leads the brokerage paid for, and the deals attached to them, stay with the brokerage. The line is clear and the platform holds it.
- How is ownership decided?
- By where the lead came from. A lead from the brokerage website belongs to the brokerage. A contact the agent brings in or adds themselves belongs to the agent.