Solutions / Growing firm
For a firm with a team
More advisors, one shared book, and no owner data leaking out.
The moment a second advisor joins, the shared book becomes the risk. Everyone needs the same listings and leads, but not everyone should see the owner or the money. Landeo gives a growing firm roles, a shared team workspace, and follow-up discipline that holds across every desk.
Team roles
Who sees what in your firm
Juniors share listings and work leads. Owner contacts and commission stay gated by role.
The job
What this desk has to get right, every day.
A firm with a small team of advisors sharing one book of properties and buyers, where juniors should never see owner contacts or commission money.
Give the whole team one shared book
Advisors should work from the same listings and the same pipeline, not private spreadsheets that walk out the door when someone leaves. The book belongs to the firm.
Keep owner data away from juniors
A new advisor needs to show properties and chase buyers, but the owner's number and your commission terms are the firm's crown jewels. Access has to bend to the role, not the honesty of the person.
Hold follow-up discipline across the team
One advisor forgetting a callback is a lost deal. A team with no shared view of who owes which buyer a call is a leaking bucket. You need to see the whole desk, not guess.
Reward the advisors who source and refer
As the team grows, so does the internal economy of who found the lead and who closed it. Referrals between advisors need a record, or they turn into arguments.
How Landeo answers
Every job maps to a module you already have.
The job
Give the whole team one shared book
A shared team workspace
Add advisors to one firm workspace where listings, leads and deals live together. When a buyer moves through the pipeline, the whole team sees the same truth, and the book stays with the firm when people come and go.
Lead management →The job
Keep owner data away from juniors
Roles that gate owners and money
Roles decide who sees owner contacts, commission terms and settings. A junior can share listings and work leads while the owner layer and the money stay invisible until their role earns it.
Listings and share links →The job
Hold follow-up discipline across the team
Reports across every desk
See leads by stage, follow-ups due, and closings across the firm, not one advisor at a time. The reports page turns a scattered team into a desk you can actually manage.
Deals and GST invoicing →The job
Reward the advisors who source and refer
Referrals with a record
Log a referral between advisors so the source and the closer are both on record from the start. When commission is split, the trail already exists and no one has to relitigate who found the buyer.
Deals and GST invoicing →Read next
The modules that carry this work.
Built for your desk, free to start.
Sign in with your phone and a code, or an email and password. Share your first listing in a minute and let the pipeline hold the rest.