Britixo · Practical product and service guidance
Owner and Broker Management for Real Estate
Connect property owners, broker responsibilities, staff access and activity records without losing who owns each decision.
01
Keep identities and responsibilities distinct
A property owner, a broker business and an individual staff member can have different relationships to the same property. Record those relationships explicitly rather than using a shared contact name for every role. Clear ownership helps teams direct enquiries, obtain approval and understand which records a person should be able to see.
02
Scope access to the working relationship
Set staff roles and property responsibilities around the work each person performs. Review access when someone changes team or a broker relationship ends. The Real Estate Management guides describe the current role and account controls; availability depends on the active module and the permissions assigned in your workspace.
03
Use history to resolve handovers
Keep notes, property references and the relevant activity history available to authorised colleagues. Before transferring responsibility, review open work, pending approvals and any customer-facing commitments. A handover is complete when the receiving person can identify what remains to be done and the evidence needed to close it.