Master View is the admin-only mode that lets you see the dashboard with every agent's book combined (or scoped to a specific agent). Use it for oversight, coaching, and operational review.
Where To Toggle Master View
Look in the header (top-right). There's a Master View toggle (or icon) - only visible if you're an admin in a brokerage.
Click to switch into Master View. A banner appears at the top of the screen confirming you're in Master View, and the toggle is now in the "on" state.
What Changes When Master View Is On
Once you're in Master View:
- Refinance / Renewals / Contacted pages show every agent's clients, not just yours.
- Reports shows every monthly subscriber across the brokerage.
- Client Portals shows every active portal across all agents.
- AML Screening shows every screening run by any agent.
- The page header shows a Master View banner so you don't forget you're in it.
You can also scope Master View to a single agent - click the agent picker in the banner to see the dashboard as if you were that one agent.
What Master View Doesn't Change
- Your own profile, settings, and branding stay yours. Switching to Master View doesn't impersonate the agent.
- Sends initiated in Master View come from your account, not the agent's. So Master View is for viewing and coaching, not for sending on the agent's behalf.
If you need to actually act as the agent (e.g., send an email from their account because they're on vacation), that requires a different workflow - typically have them re-share access or temporarily make a substitution.
Switching Back To Your Own View
Click the Master View toggle again, or the Exit Master View button in the banner.
You're back to seeing only your own book. Your work is uninterrupted.
Where Master View Doesn't Apply
A few places remain admin-scoped regardless of Master View:
- Brokerage Overview, Team, Billing, Compliance - these are admin surfaces by definition.
- Sanctions Incidents - admin-only resolution flow.
- Settings - your personal settings are always yours.
When To Use Master View
- Weekly coaching review with a specific agent. Scope to them, walk through their pipeline together.
- Compliance check - see every screening across the brokerage.
- Pipeline assistance - help an agent prioritize their work.
- Onboarding a new admin - see the brokerage's actual operational state.
What To Do Next
- See the high-level metrics page: The Brokerage Overview Page.
- See the permission model: What Your Agents See Vs What You See.