MortgageCRM
Abhinandan Jain Sign out
Team & access

Users

Shared visibility across the team — no more siloed spreadsheets. Roles decide who sees what.

Demo
NameEmailRoleStatusLast active
AJ
Abhinandan Jain
abhinandan@brokerage.com Owner Active now
PS
Priya Sharma
priya@brokerage.com Active 2h ago
DM
David Miller
david@brokerage.com Agent Active yesterday
RK
Raj Kaur
raj@brokerage.com Agent

Roles shown (Owner / Manager / Agent) map to database access rules in the live build, so an agent sees only their own deals while managers see the whole pipeline.