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When an agent leaves, offboard them. They lose access straight away, and everything they did stays on record.
  1. Go to Agents and find the agent on the Active tab.
  2. Choose Offboard on their row.
  3. Confirm.

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What happens

  • The agent can no longer sign in to your brokerage or send deals to Abby.
  • They move to the Off-boarded tab.
  • Nothing is deleted. Their deals, documents and history stay exactly as they were, because deals and the brokerage’s records refer to them. You can still open their profile.
Agents in myAbode Deals are never deleted, only offboarded, so your trade records stay complete for audits.