A partner's scope
An invited lender, title company, or inspector sees only the referral, request, or document tied to their invitation — never a client's full record or another partner's work.
01 / One client record
Everything stays linked across products.
A client's plan, their team's CRM work, and any lead intelligence connected to them all point at the same underlying record. Nothing about a household has to be re-entered or copied by hand between Journey, Journey Agent + CRM, and Signals — which also means there's exactly one place, not several, where access to that household is controlled.
02 / You control who sees what
Role-based visibility, not one shared view.
An agent, a client, a brokerage manager, and an invited partner each see a different, deliberately scoped view of the same underlying work. The partner guide and the homeowner guide both describe this from the inside: a partner sees only the specific request in their invitation, and a client's private budget details stay private unless they choose to share them with their realtor.
03 / Nothing happens off the record
Changes, access, and outreach are logged.
Management-level actions — who was invited, whose access changed, what got reassigned — are kept in a reviewable history rather than happening invisibly. The brokerage management guide's oversight section shows what that log looks like in practice for a brokerage's own team.
04 / Help for every role
Every role gets documentation written for what they actually see.
That's the reason this help center is organized by role instead of as one generic manual — an agent, a homeowner, a partner, a manager, and a local business owner are shown different screens, so they get different guides: agents, homeowners, partners, brokerage management, and business owners.
05 / How this shows up day to day
A few concrete examples, not just principles.
A client's budget
A homeowner chooses whether their planning numbers stay private, are summarized, or are shared in full with their realtor — a control they set themselves, not one their team sets for them.
An office's boundary
An office administrator at a multi-office brokerage is scoped to their own office and cannot reach another office's agents or invitations.
Account deletion
Every role — client, agent, partner, and manager — has a self-service, password-confirmed way to request deletion of their own account, with a grace window before it becomes permanent.
06 / Where to verify this yourself
We'd rather point you at the source than restate it.
The homepage's Security section is the canonical public statement these four claims come from — this page exists so they're also reachable from inside the help center, not to add anything beyond it. If you need something specific for a security review or procurement process that isn't answered here or on the homepage, email us directly rather than assuming; we'd rather tell you plainly what does and doesn't apply yet than have you guess from marketing copy.
Where each claim is shown in the guides
- Roles and office scopeBrokerage management guide: Roles and access
- Activity logBrokerage management guide: Team oversight
- Single sign-on and SCIMBrokerage management guide: Single sign-on and SCIM
- Partner scopePartner guide: Check access
- Budget sharingHomeowner guide: Money and readiness
- Account deletionClients: Manage your account. Agents: Account settings. Partners: Notifications, devices, and your account. Managers: Password resets and your own account.
Policies and requests
The legal pages are the Privacy Notice, Subscription Terms, and Privacy requests.