Share your inventory with a brokerage

You choose which brokerages can see your units. Not a public list, and not a mass email of your availability. One named firm at a time, and you can undo it.

This page is for management companies. If you run a brokerage, this is what’s happening on the other side when partner units turn up in your list.

What a brokerage gets

You don’t share units one at a time. You give a firm access, and your published units follow.

They get	They don’t get
Your published listings, labeled Partner, which they can’t edit	Anything you haven’t published
Those units in their brokers’ portal	Your spreadsheets, deals or team
Keys to your lockboxes, set up automatically	Your keypad codes
Their own brokers’ activity on your lockboxes	Any other firm’s activity

Nobody else sees any of this. There’s no public list of your units, and a firm you haven’t chosen sees nothing at all.

Giving access

Open Lockboxes, select a lockbox that’s on a unit, and turn the firm on under Brokerage access.

This covers everything, not one lockbox

Turning the switch on gives that brokerage all of your published units, and keys to every lockbox you’ve placed. It sits on a lockbox page because that’s usually where you are when the question comes up.

Access can also arrive through Connect. If you accept a partnership from a brokerage, it works in exactly the same way.

Keys set themselves up

As soon as you give a firm access, UnitBook starts creating keys for their people on all of your lockboxes. For a big firm that’s a lot of keys, so it takes a few minutes rather than happening instantly. There’s nothing for you to do.

Taking it back

Turn the same switch off. UnitBook tells you how many keys that removes before you confirm.

When you do:

• your listings disappear from that firm’s list and their brokers’ portal
• their keys to your lockboxes stop working
• the record of who opened what stays in your history

Worth knowing

Publish first. You only share units you’ve published. If a partner says they can’t see a unit, check you’ve published it before you check anything else.

You’re giving access to the firm, not the person. Brokers come and go. Their firm looks after its own staff, so your access keeps working and you never manage somebody else’s list of people.

One firm can’t see another. Two brokerages with access to your units don’t see each other and don’t know the other exists.