Accounts

Accounts hold the clients, sellers and counterparties associated with listing opportunities. Each account has a name, code, contact name, address, active flag and eligibility note. Its organization link keeps the relationship in the correct brokerage scope. An opportunity points to its counterparty account, making the seller or other party visible while the Relationship Owner works the engagement.

The App Administrator maintains account information and organization membership. The Relationship Owner uses the account record when preparing opportunities and contacting the party. A clear account code helps a team distinguish similar names; the eligibility note carries the operational context a reviewer needs when a listing or outcome is submitted. The account remains a shared reference rather than a fresh copy of contact details on each listing.

• Identity and scope. The account code and organization link identify the party in the brokerage’s records.
• Contact context. The contact name and address support the owner’s daily relationship work.
• Eligibility note. The note lets the team record why this party may be used in the engagement.

Agree who may create an account, how duplicate names are checked, and what the account code means. Decide how the active flag is maintained and who can change an eligibility note after an opportunity is already in review. Give staff a consistent practice for contact names and addresses. If separate brokerage organizations share a seller, decide which organization owns each account record and how staff recognize the right one.

Prepare examples of an active seller, an inactive historical account and two parties with similar names. The App Administrator and Relationship Owner should confirm which account each opportunity references. During implementation, compare imported account codes with existing records before linking opportunities, since the relationship is more useful when staff can trust it.

A Relationship Owner receives an instruction from a seller whose name resembles another account in the same organization. The owner searches Account Cards using the code and contact name, checks the address and asks the App Administrator to update the eligibility note if needed. The opportunity is linked to the correct counterparty. Later, the Sales Manager reviewing a listing can follow the parent opportunity back to that account and compare the seller identity with the authorization file. If the wrong account was linked, the team corrects the opportunity before submitting a listing revision. The original listing decision is not used to bless a different seller.

• Account Cards — Active parties with contact details and eligibility context.
• Opportunities Overview — The current engagements that refer to those accounts.

Opportunity qualification uses the account at intake. Listing review and publication brings its authorization into the decision. Explore references.