Invite staff and agents, and manage what everyone can see. The new Team page brings four roles (Owner, Admin, Auditor, Agent) with login control separate from identity, so a person can exist on files without ever signing in.

Bring your whole roster over in one move: import the user export you already have (SkySlope or any CSV). Everyone is provisioned silently with login off; nobody is emailed until you say so. Organize people into offices to scope what agents see, enable login when someone's ready, and send agents a one-click onboarding email showing them where to forward documents.

Share your chats. Your conversations with the agent are private to you by default. When you want a second set of eyes on compliance work, share a thread from its Share menu: with a specific person, like the auditor or transaction coordinator helping on the file, or with everyone in the brokerage. You control who's on each thread, they get notified, and they see the full context instead of a forwarded summary.

Fixes & improvements

• Signing in with a pending invitation now shows a helpful screen with next steps instead of an error.