Agent Directory is a real estate software feature that centralizes team member information including roles, contact details, PRC license status, and branch assignments within a single interface.
Core Features
- Team member profiles: View complete agent information including name, position, and contact details
- PRC license verification: Track license numbers and expiration dates for compliance with RA 9646 (RESA Law)
- Branch assignment tracking: See which office or realty hub each agent belongs to
- Role identification: Distinguish between brokers, salespersons, and administrative staff
- Search and filtering: Quickly find agents by name, license number, or branch location
How it Works
You access the Agent Directory from your CRM dashboard. The system pulls data from your team management module and displays it in a searchable list.
Each entry shows the agent's profile photo, full name, PRC license number, active status, and assigned branch. You can filter results by role type or branch location.
Pros & Cons
Advantages:
- Ensures compliance with DHSUD and PRC requirements
- Reduces time spent searching for agent contact information
- Provides transparency for clients verifying agent credentials
Disadvantages:
- Requires accurate data entry to maintain usefulness
- License expiration tracking needs regular updates
Real-World Application
In Philippine real estate brokerages, the Agent Directory helps managers verify that all team members hold valid PRC licenses as required by RA 9646. When a client asks about an agent's credentials, you can quickly pull up their profile showing their license number and status.
The feature also streamlines internal communication. Instead of maintaining separate spreadsheets or contact lists, your entire team's information lives in one place. This proves valuable during sales transactions when multiple agents collaborate on a deal.
Related Terms
References
Looking for another term? Browse the full glossary.
Back to Glossary