User Collaboration

User Collaboration Tools (Built for Real Estate Workflows)

Real estate deals aren’t solo missions—they’re coordinated chaos. AgentListIQ gives you a shared, property-centric workspace so agents, admins, transaction coordinators, and partners can work from the same source of truth without drowning in texts, email threads, and “final_final_v8” PDFs.

Shared Workspaces

Property & deal workspaces

Each listing (or buyer deal) gets a dedicated workspace where your team can collaborate on:

  • pricing inputs and comps
  • listing details and media prep
  • client-ready presentations and reports
  • documents and transaction progress
  • tasks, notes, and decisions

Everything stays organized by property, not by scattered conversations.

Role-Based Access & Permissions

Control who can see and change what.

  • Invite team members (agents, admins, TCs, partners)
  • Set permissions (view-only, edit, approve)
  • Keep sensitive pricing, notes, and documents protected while still enabling teamwork

Comments, Mentions, and Decision Threads

Stop losing important decisions in random message apps.

  • Leave comments directly on the workspace context (a comp, a field, a doc, a task)
  • Use @mentions to pull the right person in instantly
  • Keep approvals and “why we chose this” reasoning documented for later

Tasks, Checklists, and Accountability

Turn “did anyone handle that?” into a trackable plan.

  • Assign tasks with owners and due dates
  • Use deal-stage checklists (photos, disclosures, MLS entry, showing prep, inspection follow-ups)
  • See progress at a glance so nothing slips through

Change Alerts & Notifications

Keep the team aligned without constant meetings.

  • Get notified when key items change (pricing inputs, listing details, task status, documents)
  • Reduce miscommunication by making updates visible to the people who need them

Activity History & Version Confidence

No more “which version is current?”

  • Track activity and key updates over time
  • Maintain clarity on what changed, when, and by whom
  • Reduce duplicate work and prevent conflicting edits

Designed for the Way Teams Actually Work

Common collaboration scenarios

  • Agent + Admin: listing setup, MLS entry, showing instructions, marketing prep
  • Agent + Transaction Coordinator: deadlines, disclosures, contingencies, closing steps
  • Team Leads: standardize workflows across agents with consistent checklists
  • Partners: coordinate handoffs with lenders, attorneys, photographers (with permission controls)

Outcome: Faster Deals, Fewer Misses, Cleaner Handoffs

User Collaboration in AgentListIQ is built to deliver:

  • fewer dropped balls
  • fewer duplicated tasks
  • clearer communication
  • faster turnaround from listing to close

Collaboration that feels like a system—not a group chat.