The broker dashboard works differently depending on your role. Here's exactly what's visible to each.
Admin (Principal Broker)
Admins see and control everything in the brokerage:
- Their own book - clients they personally manage.
- Every agent's book via Master View.
- The Brokerage section - Overview, Team, Compliance, Billing, Rates.
- Sanctions Incidents - admin-only resolution flow.
- EDD case management - opening, documenting, closing.
- Brokerage-wide settings - rates lock state, compliance program config, branding.
- Billing and seat management.
Agent
Agents see a scoped experience focused on their own book:
- Their own clients on Refinance, Renewals, Contacted, Client Portals.
- Their own settings - profile, email connection, templates, custom renewal alerts.
- AML Screening for their own clients (if the brokerage has compliance activated).
- Standard tools - Penalty Calculator, Rates, Reports.
- Ask Ann scoped to their book.
What agents don't see:
- The full Brokerage section (Overview, Team, Billing).
- Other agents' clients or activity.
- Sanctions incidents (admin-only).
- EDD case detail pages (admin-only).
- Brokerage rate lock state - if admin has locked rates, the agent inherits but can't change. If admin allows agents to set their own, the agent sees the regular Rates page.
What Both See
Some surfaces are shared:
- Their own dashboard work (Refinance / Renewals / Contacted for their own book).
- Their own Reports page (their own subscriber list).
- Their own Settings (profile, email, templates, etc.).
- Ask Ann.
- AML Screening dialog and risk rating checklist for their own clients.
- The Tools section - Penalty Calculator and Rates.
Switching To Master View (Admins Only)
Admins can toggle Master View to see the dashboard as another agent - including their clients, their refinance candidates, their Contacted page. See Master View.
This is read-only context, not impersonation - you can review and coach without acting on behalf of the agent.
What To Do Next
- For admins: The Brokerage Overview Page.
- For admins: Master View.
- For agents: Adding Your License Info.