for small teams
You've outgrownthe brokerage you're in.
Operating under someone else's brand caps what you can build. Action Agent gives team leaders a real brand, a real stack, and the AI infrastructure that turns five agents into the production of fifteen — without quintupling the back-office.
- 01Round-robin or rule-based lead routing.
- 02Shared inbox — every conversation visible to the team lead.
- 03Per-agent performance — not vanity metrics, the real ones.
- 04Bilingual coverage without hiring a bilingual assistant.
One Alma. One inbox. One team.
Every conversation visible to the team lead. Every contract in the same place. Every agent's metrics pulled from the work they actually did, not the notes they remembered to log.
how teams scale on it
Less software. Less distraction. More momentum.
Most teams are taped together — a CRM, a transaction tool, a website builder, a phone system, a marketing platform — none of which talk to each other. Action Agent is one platform. One Alma. Everything an agent does ends up in the same place.
Build a brand clients recognizeWhite-labeled control. Your team's name on every page, every message, every contract. Action Agent stays invisible — that's the point.
One AI system instead of a stackCRM, calendar, comms, contracts, compliance, analytics. One login, one search, one inbox. Your TC stops alt-tabbing.
Scale without hiring around the problemAlma absorbs the work that used to require an admin per agent. Your team adds capacity without adding headcount.
Scale without exposureBrokerage-wide compliance overlay. Audit trail per agent, per conversation, per contract. Growth without the regulatory headaches.
7 → 1tools your team replaces — CRM, calendar, comms, contracts, compliance, analytics, site
sharedinbox + every conversation visible to the team lead
audittrail per agent, per conversation, per contract
team leaders ask
What team leaders ask about scaling on Action Agent.
How does lead routing work across a team?
Round-robin, rule-based (price band / neighborhood / language / lead source), or first-to-respond — each team picks the policy that matches their structure. The team lead sees every conversation in a shared inbox and can reassign mid-thread without losing context. Alma handles the qualifying turn for everyone, so leads aren't lost while routing.
Can my team work in their own brand or only under the team lead's brand?
Both. The team has a shared workspace and brand-level dashboards (combined GCI, agent leaderboard, compliance audit). Each agent on the team can also have their own buyer-facing site and contact thread under their personal brand if they want. The structure is flexible — most teams use a mix.
How are commissions and splits handled?
Each transaction tracks the full waterfall — gross commission, brokerage take, team split, agent split, referral split (if any). The math is visible to the agent and the team lead from contract through closing. Action Agent never takes a percentage of any commission; we charge a per-agent flat fee.
What does white-label look like for a team?
Your team's name on every page, every message, every contract. Your colors, your logo, your scripts. Buyers and sellers never see Action Agent's name — we appear only in legal footers (Privacy / Terms references). Agents see the platform branded as your team in their dashboard. Available on team and brokerage plans.
How do you replace seven tools — what happens to my existing CRM, dialer, transaction tool?
Most teams sunset the existing CRM (Boomtown / Follow Up Boss / KvCORE) by importing on day one. The dialer goes away because Alma answers the line. The transaction tool depends on your e-sign — DocuSign / Dotloop integrate, so you keep the e-sign and replace the workflow tool around it. Email marketing usually consolidates into Alma's nurture cadences. We help you map the migration on the founder call.
Can I see what each agent on my team is actually doing day-to-day?
Yes — per-agent metrics from the actual work, not from notes the agent remembered to log. Sides closed, GCI, average days on market, lead-to-close conversion, response time, conversation volume, last-touch on past clients. Refreshed nightly. Click any number to drill into the source conversations. Healthy competition without the tax of manual logging.
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