Role-based access to your MelroseOS workspace after approval. Access Authority controls authentication, OTP, sessions and permissions.

MGR agents receive assigned clients and round-robin opportunities based on eligibility, service area, lead type, daily cap and scorecard status.

Contextual next steps and workflow guidance are built into MelroseOS rather than a separate training portal.

Appointments, consultations, follow-up deadlines and reminders will live in the WordPress-native Calendar domain.

Mortgage/affordability, flood-zone, school-system and property-intelligence tools are surfaced according to your role.

Headshots, business cards, W-9s, referral forms and future transaction documents are controlled through secure records rather than public uploads.

Future communications, confirmations, reminders and recruiting messages will be managed from the WordPress-native Communications Authority.

Scorecards become a routing signal for MGR agents. An ACTIVE scorecard keeps an otherwise eligible agent available to the future Lead Authority; a PAUSED scorecard removes the agent from round-robin eligibility until Broker/Admin restores it. Broker/Admin remains the final authority.

After Broker approval, MGR agents start with Accepting Leads, Direct Leads and Round Robin ON unless Broker/Admin changes the routing profile. Portal access and public profile activation remain separate approvals.

NON-MGR agents may participate in Broker-approved round robin after required Expectations and Referral Agreements are returned, accepted, and Broker/Admin separately activates routing. Their assignments carry the approved referral percentage and terms.