Agency Dashboard

What it does

The Agency Dashboard gives marketing agencies, tech resellers, and large brokerages a separate agency account from which they run every client brokerage. You onboard clients and handle their MLS paperwork, connect their CRMs, and step into any account to troubleshoot it. You also control how their sites look: write your own HTML, CSS and JavaScript for the listing, search, market and widget surfaces, group those designs into a theme, and publish it to every client or assign it to one. Plans, invoices and cancellations are handled from the client's own page, and an Agent Performance dashboard shows activity across the clients you have connected. The whole experience is tenant-isolated: agency data never mingles with client data.

Key capabilities

• Dedicated agency dashboard with client list, search, sort, and date-range filter
• One-flow client provisioning that sets up the user, account settings, and MLS board links together
• MLS paperwork management: requirement tracking, document upload, pre-filled PDFs
• Your own design, in code: rewrite the HTML, CSS and JavaScript of the listing details, search and map, markets, roster and agent listings pages, and of the gallery, carousel, map, AI search bar and AI search drawer widgets
• Group your designs into a theme, publish it so any client can pick it, or assign it to specific clients yourself, with a preview at desktop, tablet and phone sizes
• A surface your design drives is locked on the client's side, so nobody undoes your work by accident
• Designers on your team get their own login, scoped to the template and CSS editors: no client data, no billing, no settings
• White-label the emails your clients receive: your logo, colors and footer, your own SMTP server, and a test send before you turn it on
• Change a client's plan, see their invoices, and cancel or resume their subscription from their page, billed to your card
• Agent Performance dashboard across connected clients, with a per-client view of their HighLevel leads, conversations and contacts, embeddable inside HighLevel itself
• Ask your AI assistant to run the agency: the client list, billing overview, MLS onboarding, client leads, and the whole template library
• Per-client integration setup for GoHighLevel, Follow Up Boss, and SureSend
• A GoHighLevel menu installed at your agency level, plus per-client custom fields and lead-field bundles
• One-click impersonation into any client account, with safe nested support
• Activate or deactivate a client without deleting their data

Good to know

• Agency accounts are set up as agencies from the start; turning an existing broker account into an agency is done by our team
• MLS board activation for clients still requires MLS-level approval; the portal manages paperwork submission, not approval
• Custom templates are real HTML, CSS and JavaScript, so they need someone on your team who writes code; clients who need less can use the built-in themes instead
• The GoHighLevel snapshot and custom fields are set up per client, not applied automatically when you create one