Congratulations on completing your First Manager Training! To ensure your system is fully configured and ready for action, please review and complete the items in the checklist below before moving on to the next session.
[ ] Upload Agent Headshots
[ ] Enter required Profile Text for agents
[ ] Create and assign Agent Tags
[ ] Scope down Access Groups to manage permissions
[ ] Upload Office photo(s)
[ ] Assign Office Managers
[ ] Enter Office Profile Text
[ ] Add Office Hours
[ ] Set Map Location for each office
[ ] Upload Contacts to your (and your agents') CRM
[ ] Create Company Custom Fields
[ ] Add Company Quick Links
[ ] Upload Company Documents to File Storage
[ ] Create any needed Company Calendars
If an agent mentions their listings aren't showing up in Back At You , this is the first place to check.
Why it happens: MLS listings usually fail to sync when an agent's name in the MLS differs from their name in Back At You.
How to fix: Select the Unassociated Listings warning at the top of your dashboard and map the two names together so future listings import seamlessly.
Make Back At You a true ecosystem for your users by adding custom links to your navigation menu.
Use Cases: Link to external MLS portals, local Title Companies, preferred lenders, or new home builders.
Flexibility: Add as many links as needed and customize visibility by specific office locations.
Need to assist an agent or see what their account looks like? The Act As feature allows Admins to view Back At You from any user's perspective in real time without needing their username or password.
Control what users and admins can see and do within Back At You using Access Groups.
Use system presets or customize your own access levels to fine-tune administrative privileges across your team.
Manage all Back At You users under the User Management tab on the main left menu. From here, you can:
Edit user profiles, contact information, and preferences.
Upload headshots.
Attach Agent Tags and Agent Action Plans.
Temporarily pause or halt lead routing.
Categorize your roster for easy sorting and targeted management (e.g., Luxury Agents, Commercial, New Home Specialists).
Features: Attach multiple tags per agent, remove them at any time, and color-code tags for quick visual identification.
Pause lead routing for specific agents directly from their profile.
Common Uses: Halting leads when an agent has overdue tasks, is out of the office, or during contract/commission negotiations. Simply toggle off to pause, and toggle back on to resume lead flow.
Keep your public office profiles up to date for your brokerage website. You can upload office photos, list office hours, set map coordinates, and assign designated Office Managers.
Back At You includes built-in online file storage to eliminate the need for third-party platforms like Dropbox or Google Drive.
What to upload: MLS forms, brand assets, disclosures, and training videos accessible to all agents.
Keep your team organized with two distinct types of shared calendars:
Event Calendars: Display upcoming company events, meetings, and training sessions.
Sign-Up Calendars: Allow staff and agents to RSVP directly to scheduled events.
Access your database by selecting Contacts on the left menu.
💡 Contacts vs. Leads:
Contacts: Manually added by you or an agent.
Leads: Automatically routed into the CRM from external lead sources (website forms, portals, etc.).
Need to track details unique to your brokerage? Admins can build custom fields that appear under the Contact Details section of every CRM entry.
Select Lead Management on the left menu to view an overview of all incoming leads and monitor agent response times. You can also manually add walk-in or phone leads and assign them directly to agents.
Lead Status Codes track a lead's journey through your sales pipeline. Admins can customize these codes and link them directly to Action Plans to ensure agents follow standardized follow-up steps for every stage.