Account Pools

Adding an Account Pool (Brokerage Manager use only)
To add a new account pool to use in your Lead Routing, navigate to Lead Routing -> Account Pools. On this page you can add, view, and edit Accoun...
Fri, Oct 2, 2026 at 12:59 PM
Editing and Adding Agents to an Account Pool
Go to Lead Routing > Account Pools Select an Account Pool by clicking on the Name or View. Once selected, you will see the General ...
Fri, Oct 2, 2026 at 1:00 PM