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For assistants and transaction coordinators
The runbook. If you run an agent's marketing, this is the whole job.
What your seat can and cannot do
You sign in with your own email and land inside the agent's account. You share their brand, their media library, and their listings. You are not a second copy of the product; you are in theirs.
- You can add listings, generate posts, edit every word, upload photos, and queue things up.
- You cannot publish. Approval belongs to the agent, and the product enforces that.
- You cannot change billing or remove seats.
The weekly rhythm
This is roughly twenty minutes a week per agent once the brand is set up.
- 1Monday: add any new listings that went live, by MLS number. Check the photo set on each and swap the lead photo if the MLS one is weak.
- 2Read the five posts. Fix names, fix anything factually off, cut anything that does not sound like them. Leave the voice alone; it was trained on their writing.
- 3Queue them out across the week rather than all at once. Just Listed first, Open House two days before the open house.
- 4Tell the agent the queue is ready. They approve. That is the only step that has to be theirs.
- 5Friday: check the queue for anything that flipped to Pending or Sold during the week. Those write themselves, but they still need approving.
House rules
- Never invent a fact about a property. If the MLS did not say it, do not write it.
- Nothing that touches fair housing: no describing who a neighborhood is for, no language about families, schools as a selling point for a demographic, or anything about the people who live somewhere.
- Keep the license line on the cards. It is there for a legal reason.
- Prices and days on market change. If a post has been sitting in the queue more than a week, regenerate it rather than posting stale numbers.
If you are handing this to someone else
Send them this page, then have the agent add them as a seat on the Brand page. Remove your seat once they have signed in successfully. Do not share a sign-in link; they expire, and seats are per person for a reason.