Demo workspace · Account records are not connected; nothing is submitted.
Agent review
Demo Profile review: fictional broker and agency records. No account, roster, sharing or credit change is submitted.
Profile
Manage your broker details, coverage and agency sharing choices.
Account display name: Fictional broker. This page does not change the account name.
Broker details and coverage
Broker card: Being checked Saving a new or changed card number requests checking; saving does not verify it. Clearing it returns the card to Not submitted.
Choose areas from the existing market list. Home uses the first four saved areas. Existing unmatched area values remain visible. Languages can include a value you add yourself.
Edit broker details and coverage
JavaScript is required for protected Profile editing. Saved records remain readable.
Agency membership and sharing
On the Fictional agency roster as agent.
Saved deal sharing: Private. Saved client sharing: Shared. Sharing applies to your active agency. Principals and managers can see shared client records; private notes stay private.
Change sharing with Fictional agency
JavaScript is required for protected Profile editing. Saved records remain readable.
Move to another agency
A valid code joins that agency as an agent and can remove the current roster membership. Existing deal and client sharing choices carry into the new agency; review them before moving.
JavaScript is required for protected Profile editing. Saved records remain readable.