Your Dashboard offers two viewing options: Full View and Simple View.

  • Simple View is ideal if your main focus is creating and managing transactions. It provides quick access to:

    • Start a New Transaction

    • Manage Existing Transactions



SETTING UP THE DASHBOARD VIEW:


Agents: To set your Preferred View, go to My Profile to make your selection.


Brokerage Admins: You can set the default view for your entire brokerage by going to Setup → Brokerage and enabling "Use the Simplified Agent Dashboard as the default dashboard."




SIMPLE VIEW:





SWITCHING TO FULL DASHBOARD VIEW:


If you’ve selected Simple View in your profile settings, you can still easily access the Full Dashboard at any time.

  • To temporarily switch to the Full Dashboard, click the Full Dashboard icon.

  • To make Full Dashboard your default view, click Save this as Default. (This change will also be saved in My Profile)


This gives you the flexibility to switch between views based on your workflow needs.