Agents Management

Overview

The Agents Management page provides comprehensive administration of individual real estate agents within the HURE network. Agents are associated with brokerages and can receive lead assignments for their covered counties.

Key Features

Agent Listing Table

• Avatar & Name: Agent photo with name and star indicator for featured agents
• Brokerage Association: Shows which brokerage the agent belongs to
• Contact Information: Email address and phone number
• Status Badges:
  • active - Agent is currently active and can receive leads
  • Leads - Indicates agent has lead access enabled
• Created Date: When the agent was added to the system
• Actions: Edit link and overflow menu for additional options

Filter by Broker

Dropdown filter to view agents from a specific brokerage:

• “All Brokers” shows complete agent roster
• Select specific brokerage to filter agent list
• Useful for managing large agent networks

Add Agent

Button to create new agent records with:

• Personal information (name, email, phone)
• Brokerage assignment
• Photo upload
• Status configuration
• Bio and specializations for semantic search

Agent Profile Fields

Each agent record includes:

• Basic Info: Name, email, phone, photo
• Brokerage: Associated real estate company
• Status: Active/inactive toggle
• Lead Access: Whether agent can receive lead assignments
• Bio: Description for semantic search matching
• Specializations: Areas of expertise (military relocation, first-time buyers, etc.)

Brokerage Hierarchy

Brokerage (e.g., "Elevate Idaho / Iron Realty")
└── Agent 1 (Carly Walton)
└── Agent 2 (Coleman Bowyer)
└── Agent 3 (Dsrey Gonzalez)
└── Agent 4 (Karen Garcia)
└── Agent 5 (Payson Bedke)

Lead Assignment Flow

1. Customer lead comes in for a specific county
2. System checks which broker has that county
3. Broker’s agents are eligible for assignment
4. Lead appears in agent’s dashboard (when implemented)

Edit Agent View

The agent edit screen provides comprehensive profile management:

Basic Information

• First/Last Name: Agent’s full name
• Email: Contact email address
• Phone: Phone number
• Website URL: Optional agent website

Photo & Biography

• Photo URL: Profile picture for public display
• Bio: Rich text description for semantic search matching and public profile

Status & Settings

• Active Toggle: Enable/disable agent in the system
• Featured Toggle: Highlight agent for enhanced visibility
• Lead Access Toggle: Whether agent can receive lead assignments

Sidebar Information

• Current status badges (Active, Featured, Lead Access)
• Associated brokerage with quick link
• Record metadata (Created/Updated dates)

Testing Results

• ✅ All 5 agents display correctly in table
• ✅ Filter by broker dropdown functions properly
• ✅ Edit links navigate to correct agent profiles
• ✅ Status badges display correctly
• ✅ Contact information shows email and phone
• ✅ Brokerage associations display accurately
• ✅ Add Agent button opens creation form
• ✅ Edit form saves changes correctly
• ✅ Toggle switches update status immediately