Vault
Notes and files are encrypted and stored in the Vault. Only the client's name, email, phone and status fields are copied to the front desk.
Sign in with your agent account to continue.
Every file uploaded to this book, newest first. Open shows it in a new tab when the browser can (PDF, images, text) and saves it otherwise; Download always saves it. Each one is recorded in the activity log.
What enrollment sites ask about you, the agent: ScMo Autofill fills their Agent / Broker boxes from here, and the client card names who created and last changed each record. Only people in your book and administrators can see it.
Agents
How far along each agent is, from what the Vault can prove. Work as opens that agent's book in the other tabs for half an hour, so you can fill in their profile, import their clients and file their documents. The activity log records it under your name.
To bring in an agent's existing records: Work as them, then Clients → Import CSV for their client list, then Documents → Import a ZIP for their files (one folder per client, named like the client).
Books
One book per agent. Open shows a book in the other tabs for half an hour, whether or not anyone has been invited into it yet — so it can be got ready first. The activity log records it under your name.
Make a book
For a new agent. The short name is where their files are kept and can never be changed, so it is shown before anything is made. A book made here keeps everything in the Vault; connecting it to the front desk is a separate step.
Invite an agent
Creates their sign-in and emails them a temporary password that lasts 3 days. They choose their own password and set up an authenticator app the first time they sign in. An agent belongs to one book. Administrators are not made here.
Books
People
Anything that did not go through
Activity
Who looked at or changed what. Field names only — the log never holds a value, and this page cannot read a client record.