Selected Role

Selected Role owns the outside side of the operating record: requests, updates, approvals, payments, documents, preferences, service history, and relationship signals.

Real Estate Services external user map

Outside users get the right step at the right time.

Software can let buyers, sellers, lenders, title teams, inspectors, and vendors interact with requests, work, listings, offer documents, transaction files, broker review files, signs, lockboxes, media, and vendor files, decisions, billing, and reporting without the internal team rebuilding context in every conversation. It can keep Lead, listing, client, offer, transaction, commission, and vendor records tied to assigned leads, listings, showings, offers, or transaction tasks, listings, offer documents, transaction files, broker review files, signs, lockboxes, media, and vendor files, agents, coordinators, and brokers, and buyers, sellers, lenders, title teams, inspectors, and vendors.

If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.

Edge Areas

  • Split roles: requestor, payer, approver, owner, participant, and viewer permissions
  • Commercial accounts: multi-site contacts, purchase orders, compliance, and account terms
  • Financing: applications, approvals, payment plans, and buyer/seller status
  • Language/accessibility: preferred language, channel, and accessibility needs
  • High-value accounts: priority status, escalation paths, and account manager visibility
  • Privacy-sensitive access: restricted records, proxy users, and secure messaging
  • Real estate partner access: assignments, proof, documents, invoices, and performance visibility
  • AI support: plain-language summaries, document prompts, and smart update drafts