Knowledge Base
Setting Up a Brokerage Website
The four steps where a brokerage site differs, plus the prerequisite most people discover halfway through.
Do this before you open the wizard
Set up your offices, and your teams if you use them, first. This is the ordering mistake that costs the most time.
Step 6 asks you to choose at least one office or team, and step 7 draws its list of public people from whatever you chose. If your offices do not exist yet, step 6 has nothing to tick and step 7 has nobody to show — and you will be starting again after setting them up.
- Offices (People & Teams → Offices) — step 6 will not continue without at least one office or team.
- Teams (People & Teams → Teams) — optional, only if the site should represent teams rather than offices.
- Your agents (Company Users) — step 7 lists active people from the chosen groups.
- Company details (Settings) — step 5 publishes your public name, email, phone and address.
Agents added after launch can be added to the directory without redoing setup. The prerequisite is about not stalling mid-wizard, not about hiring everyone first.
What differs from a single-agent site
Nine of the thirteen steps are identical whichever product you are on. Four are where a brokerage makes decisions a solo agent never faces: scope (step 2), offices and teams (6), the public directory (7) and lead routing (8). The others are covered in the single-agent walkthrough, which describes them identically.
Step 2 — Scope
The most consequential choice in the wizard, because it decides what the next two steps even ask you.
- Entire brokerage. All active offices, teams and directory members are eligible, and new groups can be included automatically. Step 6 becomes a confirmation panel.
- Specific offices or teams. The site represents named groups only. Step 6 becomes a list to tick.
- Specific agent. One agent is the public owner and receives the inquiries. Step 6 confirms that agent.
Use Entire brokerage for your main company website — less work, and it keeps itself current as you hire. Use Specific offices or teams for a genuine sub-brand: a regional site, a luxury division, a market-specific site. Use Specific agent for an individual agent site run under your brokerage account.
Choosing specific groups for your main site is a common early mistake. It works, but every new office then has to be added here by hand, and the day somebody forgets is the day an office disappears from the company website.
Step 6 — Offices and teams
Tick at least one. People from the groups you choose become the candidates on the next step; nobody outside them can be shown publicly on this site. If you have no teams the column says so plainly — that is a description of your account, not a fault, and offices alone are enough.
This is a publishing decision, not a permissions one. Unticking an office does not restrict what its agents can do in RealtySlate, and ticking one does not grant anybody access.
Step 7 — The public directory
Everyone from your chosen groups is listed with their role and email, and everyone is ticked to begin with. Untick anybody who should not appear publicly.
The usual removals are back-office staff: transaction coordinators, bookkeepers and admins who have RealtySlate accounts but are not client-facing. They appear because they are active users of the chosen offices, not because anyone decided they should be on the website.
Only approved public profile information is synchronized. Passwords, private notes, permissions and billing data are never copied, whoever is ticked.
Worth doing carefully rather than accepting the default. A directory listing somebody who left, or a bookkeeper presented as an agent, is the kind of error clients notice and mention.
Step 8 — Lead routing
On a single-agent site this is a confirmation. On a brokerage site it is a real decision, and the wizard sends you to the routing screen to make it. The four assignment methods and how to choose between them are covered in Capturing Leads From Property Search.
Whatever you choose, every valid inquiry becomes a company-owned lead with its routing history preserved. Changing the method later does not reassign leads that already arrived.
The domain warning applies doubly here
If you are connecting a domain you already own and your brokerage runs email on it, choose Keep my current nameservers at step 3, and do not delete or change MX, SPF, DKIM or DMARC records. On a brokerage domain that mistake takes the whole office's email down, not one person's. Full detail in Choosing Your Web Address.
Running more than one website
A brokerage account manages every brokerage, agent, team, office, area and special-purpose website together. Your included brokerage website is the first; Add Another Website creates more, billed separately.
- Address Approvals — requests from agents to use an address under your brokerage domain, yours to approve or refuse.
- Continue Setup — returns to the wizard at the exact step a site stopped at.
- Lead Routing and Listing Registration — per-site settings, reached from the site they belong to.
Scope, directory, routing and listing visibility are all per website. The same MLS feed can serve all of them, but a lead rule on one site does not apply to another. Set them up one at a time and finish each before starting the next.
Common problems
- Step 6 has nothing to tick — no offices or teams exist yet.
- Step 7 shows nobody — the selected offices have no active users.
- Back-office staff on the public site — they were ticked by default at step 7.
- A new office is missing from the site — your scope is specific offices, not entire brokerage.
- Leads all going to one person — the method is Specific agent, or a custom rule is matching everything.
- Leads arriving unassigned — no rule matched and the fallback did not resolve.