Organization Setup
Getting your agency's organizational structure right in ListHouze is the foundation for everything else — team management, lead routing, reporting, and permissions all depend on it. The setup wizard guides you through creating your agency profile, adding office locations, and defining the team hierarchy that reflects how your brokerage actually operates.
Creating Your Agency Profile
Start by entering your brokerage name, primary contact information, license details, and branding assets. Upload your agency logo, set brand colors, and add your website URL. This profile information appears across agent-facing tools and client-facing marketing materials generated through the platform.
Adding Office Locations
If your brokerage spans multiple offices, add each location with its address, phone number, and managing broker. Office locations are used for lead routing, regional reporting, and local MLS feed configuration. You can add or remove offices at any time as your brokerage grows.
Defining Team Hierarchies
Create teams and sub-teams to organize agents by office, specialty, production tier, or any grouping that fits your management style. Assign team leaders who can access team-level reporting and manage their group's leads and listings within ListHouze.
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