Agent

You can edit the units you're assigned to. You can see the buildings around them but you can't edit a unit unless it's explicitly granted to you.

Last updated: 2026-05-10

You're the person doing the leasing work — showing units, fielding applications, recording signed leases, keeping the inventory grid accurate so your brokerage admin and landlord both know what's actually on the market.

Your permissions in plain English

Two kinds of access grants exist, and they're not the same:

• Building assignment = you can see every unit in that building. Useful for "I cover everything in 140 Riverside." But by itself it doesn't let you edit anything.
• Unit assignment = you can edit that specific unit. This is the grant that matters — without it, you're read-only on a unit even if you can see it.

Your brokerage admin sets both kinds of grants from /team/[your name]. If something looks wrong (you can see a unit but can't change its rent), that's almost always a missing unit assignment — ping your admin.

You cannot:

• See other brokerages' buildings or units
• Edit rent guidelines (the global RGB orders)
• Override a rent cap (only brokerage admins can do that)
• Change your own role or assignments

Daily workflow: the inventory grid

Open /inventory. This is the grid you'll spend the most time in. It shows every unit you can see, with frozen left columns for Building / Apartment / Status, and a long row of editable columns to the right (rent, beds/baths, square feet, listed-on date, lease term, agent, landlord, regulation, amenities, notes, etc.).

Things to know:

• Filter chips along the top narrow by status, landlord, or amenities. Regulation is a dropdown filter in the top-right.
• The Columns drawer (top-right, slide-out) lets you show or hide any column. The choices persist across browsers — show this device the same view tomorrow on your laptop.
• Click a header to sort. Click again to flip direction.
• The Notes column shows the latest two comments from the last 90 days. Hover for the popover; click to add a new comment inline.

EO mode

Press Cmd-E (or Ctrl-E on Windows) anywhere on /inventory to flip into EO mode — a full-bleed view of the same grid that hides the sidebar so you have more horizontal room. Press the same keys again to flip back.

In EO mode, 13 cells are inline-editable: rent, status, agent, beds, baths, square feet, floor, lease term in months, listed-on date, description, net rent, previous rent, concession months. Click a cell or just start typing to edit. Press Enter to commit, Esc to cancel.

The rent cell is special — if you type a value above the legal cap, the cell flashes red and rolls back. A toast pops up with the cap reason ("Rent stabilized, RGB order 55 ceiling is $X"). If your admin needs to override, they'll see an "Override..." button in the toast.

EO is desktop-only — the toggle hides on phones and tablets.

Recording a lease

When a tenant signs:

1. Open the unit's detail page (/units/[id] — get there from the inventory grid or /deals).
2. Click "Record lease" — this opens a side sheet from the right.
3. Fill in start/end dates, monthly rent, lease term, primary tenant info. Add co-tenants or guarantors below.
4. Save.

The save is atomic: it inserts the lease row, sets the unit to rented, and (if a matching deal exists) closes the deal as won. The rent goes through the legal cap check — if it's over, you'll see the cap and your admin can override.

Why this matters: the lease history on a unit is the trustworthy record. Once recorded, that row lives forever. If you mistype, the fix is to record a new lease (and your admin can void the bad one in the audit trail — ping them).

The advertised flag (pre-lease scenario)

units.advertised is a checkbox, not a status. It answers "is this unit currently being marketed?" and lives separately from where the unit is in its lifecycle.

The useful case is the pre-lease pattern: your current tenant is moving out in 60 days, you want to start showing the apartment now to land a back-to-back signing. Flip Advertised on while the unit is still in occupied status. Both signals are true at the same time, no conflict.

When you record a new lease and the unit transitions to rented, the system auto-clears the Advertised flag. You don't have to remember.

Status answers "what's happening to this unit?" Advertised answers "are we marketing it?" Two questions, two answers, never the same field.

Photos

Two kinds of photo uploads exist:

• Routine uploads — any agent with edit access on a unit can upload photos on the unit detail page. Tag them with a shoot-type: listing (the marketing set), appraisal, inspection, or other (escape hatch).
• Flagged shoots — your admin or you can mark a unit as "needs photos." That puts it in the photographer's queue. The photographer uploads through their own workflow (see the photographer guide).

Don't flag a unit for a shoot just because you want a quick reference photo — flagging is the photographer's queue signal. Use your own upload for the quick stuff.

Comments and @mentions

Every unit has a comment thread at the bottom of its detail page, and the same comments show in the Notes column on /inventory. Two things to know:

1. Comments are append-only. If you typo, click the reply arrow on your comment and write a correction. The original stays — readers see the chain.
2. @mention your teammates. Type @ and the picker opens. Pick by first name, email prefix, or full email. The mentioned person gets a notification in their /inbox and (depending on their settings) a bell ping and an email.

The default audience is "internal brokerage" — landlords and photographers don't see the thread. If you need a comment landlords can read, switch audience to "all viewers" on the compose box.

There's a 280-character cap per comment to keep threads readable.

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