Settings

Manage your Agent Hub setup, connections, preferences, permissions, and operational readiness.

Team LeadPortal setup source

Preferences

Tune your daily portal behavior without changing brokerage-wide policy.

Settings loaded from local prototype data.

Personal Portal Preferences

Keyboard shortcuts

Personal productivity preference

Changing timezone can affect scheduled sends, reminders, and appointment availability. This prototype records it as a local settings change.

Saved Filters

My hot leads
Needs follow-up today
NYC buyer pipeline
Unread client replies

Ownership Boundary

Global Settings owns your portal defaults, language, density, and saved filters.

Module settings still own module-specific columns, statuses, workflows, and automations.