Getting started
Switching workspace context as an agent
If more than one title company or lender sponsors you, choose which one’s branding and rates a net sheet uses.
You can be sponsored by more than one title company or lender at a time. A workspace switcher in the app header lets you pick which sponsor a net sheet is built under — you are always in control, nothing is chosen for you.
How to switch
Open the app and find the workspace switcher at the top of the screen.
Pick the sponsor you are working with for this deal, or choose “Personal” to build with no sponsor branding at all.
Carry on as usual — the active workspace sets the rate defaults and the co-branded link on the sheets you build.
Good to know: Your own account is always yours. Switching workspaces only changes the branding and rate defaults on new sheets; it never moves your account or your saved work between sponsors.
Related guides
What clients see on a co-branded net sheet
How the sponsor’s branding and call-to-action appear to your client, on screen, in the shared link, and on the PDF.
What your sponsored agents get (and what stays theirs)
Exactly what sponsorship shares, and what always remains the agent’s own.
Which account type should you choose?
Individual agent, brokerage, title company, or mortgage lender — what each one is for and how to decide.