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The Agent Transition page (/agent-transition) manages the clean handoff of contacts and deal history from one agent to another — whether when agents leave the brokerage, territories are rebalanced, or a client requests a change.

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Data Review

Before finalizing a transfer you can audit exactly what’s being handed over:
Only organization admins can initiate agent transfers. If you need to transfer contacts but don’t see the option, ask your team admin.

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Initiating a transfer

  1. Navigate to Agent Transition in the sidebar (or go to /agent-transition)
  2. Search for the source agent (the agent losing the contacts)
  3. Search for the destination agent (the agent receiving them)
  4. Select the contacts or deals to transfer — or choose Transfer all
  5. Review the data preview and confirm
The destination agent immediately gains access to all transferred records. The source agent’s access is revoked automatically.

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Transfer History

The Transfer History tab logs every completed transfer in your organization:
  • Date and time of the transfer
  • Source and destination agents
  • Number of contacts and deals moved
  • Admin who authorized it
  • A full downloadable report of transferred records

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Admin Transfers (Admin panel)

Organization admins can also manage agent transitions from the admin panel at /admin/agent-transfers. This view provides bulk operations, filters by date range, and the ability to reverse a transfer within 30 days if a mistake was made.
Before transferring, make sure the destination agent has been properly set up — phone number assigned, email connected, and workflow automations configured — so the new relationship starts seamlessly.