> Onboard clients, handle their MLS paperwork, set up their integrations, and jump into any account to fix something, with each client's data kept separate from… *Source: https://aeroidx.com/features/teams/agency-dashboard/ — this is the markdown version of that page, generated at build time.* --- **Browse features** - [AI Coach](https://aeroidx.com/features/ai/ai-coach/) - [AI Lead Alert Suggestions](https://aeroidx.com/features/ai/lead-alert-suggestions/) - [AI Natural Language Search](https://aeroidx.com/features/ai/natural-language-search/) - [AI Property Q&A](https://aeroidx.com/features/ai/property-qa/) - [AI Website Setup](https://aeroidx.com/features/ai/ai-website-setup/) - [AI-Drafted Property Emails](https://aeroidx.com/features/ai/ai-drafted-emails/) - [Advanced Filter Schema](https://aeroidx.com/features/idx/advanced-filter-schema/) - [Custom Search Fields](https://aeroidx.com/features/idx/custom-search-fields/) - [Custom SMTP Email Delivery](https://aeroidx.com/features/idx/custom-smtp-email-delivery/) - [Featured Listings](https://aeroidx.com/features/idx/featured-listings/) - [Listing Details Layout](https://aeroidx.com/features/idx/listing-details-layout/) - [Map Search Widget](https://aeroidx.com/features/idx/map-search-widget/) - [Page Path Configuration](https://aeroidx.com/features/idx/page-path-configuration/) - [Supplemental Listings](https://aeroidx.com/features/idx/supplemental-listings/) - [Agent Alerts & Broker Reports](https://aeroidx.com/features/leads/agent-alerts/) - [Behavioral Tracking](https://aeroidx.com/features/leads/behavioral-tracking/) - [Facebook Dynamic Ads Feed](https://aeroidx.com/features/leads/facebook-ads-feed/) - [Follow Up Boss Integration](https://aeroidx.com/features/leads/follow-up-boss/) - [GoHighLevel Integration](https://aeroidx.com/features/leads/gohighlevel/) - [Lead Routing & Assignment](https://aeroidx.com/features/leads/lead-routing/) - [Leads Dashboard](https://aeroidx.com/features/leads/leads-dashboard/) - [Market Area Subscriptions](https://aeroidx.com/features/leads/market-area-subscriptions/) - [Saved Searches](https://aeroidx.com/features/leads/saved-searches/) - [Send Properties to Leads](https://aeroidx.com/features/leads/send-properties/) - [SureSend Integration](https://aeroidx.com/features/leads/suresend/) - [Component Color Settings](https://aeroidx.com/features/websites/component-color-settings/) - [Custom CSS Themes](https://aeroidx.com/features/websites/custom-css-themes/) - [IDX Button for GoHighLevel](https://aeroidx.com/features/websites/idx-button-for-gohighlevel/) - [One-Click Website](https://aeroidx.com/features/websites/one-click-website/) - [Showing Schedule](https://aeroidx.com/features/websites/showing-schedule/) - [Single Property Websites](https://aeroidx.com/features/websites/single-property-websites/) - [Themed Widget Skins](https://aeroidx.com/features/websites/themed-widget-skins/) - [Visual Widget Builder](https://aeroidx.com/features/websites/visual-widget-builder/) - [Agency Dashboard](https://aeroidx.com/features/teams/agency-dashboard/) - [Embedded Dashboard](https://aeroidx.com/features/teams/embedded-dashboard/) - [Per-Agent Custom Websites](https://aeroidx.com/features/teams/per-agent-websites/) - [Roster Management](https://aeroidx.com/features/teams/roster-management/) - [Roster-to-GHL Sub-Account Mapping](https://aeroidx.com/features/teams/roster-ghl-mapping/) - [Sub-Account Management & Impersonation](https://aeroidx.com/features/teams/sub-accounts-impersonation/) - [API Key Management](https://aeroidx.com/features/developers/api-keys/) - [MCP Server](https://aeroidx.com/features/developers/mcp-server/) - [REST API v1](https://aeroidx.com/features/developers/rest-api/) - [Webhooks](https://aeroidx.com/features/developers/webhooks/) AI 6 - [AI Coach](https://aeroidx.com/features/ai/ai-coach/) - [AI Lead Alert Suggestions](https://aeroidx.com/features/ai/lead-alert-suggestions/) - [AI Natural Language Search](https://aeroidx.com/features/ai/natural-language-search/) - [AI Property Q&A](https://aeroidx.com/features/ai/property-qa/) - [AI Website Setup](https://aeroidx.com/features/ai/ai-website-setup/) - [AI-Drafted Property Emails](https://aeroidx.com/features/ai/ai-drafted-emails/) IDX Search 8 - [Advanced Filter Schema](https://aeroidx.com/features/idx/advanced-filter-schema/) - [Custom Search Fields](https://aeroidx.com/features/idx/custom-search-fields/) - [Custom SMTP Email Delivery](https://aeroidx.com/features/idx/custom-smtp-email-delivery/) - [Featured Listings](https://aeroidx.com/features/idx/featured-listings/) - [Listing Details Layout](https://aeroidx.com/features/idx/listing-details-layout/) - [Map Search Widget](https://aeroidx.com/features/idx/map-search-widget/) - [Page Path Configuration](https://aeroidx.com/features/idx/page-path-configuration/) - [Supplemental Listings](https://aeroidx.com/features/idx/supplemental-listings/) Leads & CRM 11 - [Agent Alerts & Broker Reports](https://aeroidx.com/features/leads/agent-alerts/) - [Behavioral Tracking](https://aeroidx.com/features/leads/behavioral-tracking/) - [Facebook Dynamic Ads Feed](https://aeroidx.com/features/leads/facebook-ads-feed/) - [Follow Up Boss Integration](https://aeroidx.com/features/leads/follow-up-boss/) - [GoHighLevel Integration](https://aeroidx.com/features/leads/gohighlevel/) - [Lead Routing & Assignment](https://aeroidx.com/features/leads/lead-routing/) - [Leads Dashboard](https://aeroidx.com/features/leads/leads-dashboard/) - [Market Area Subscriptions](https://aeroidx.com/features/leads/market-area-subscriptions/) - [Saved Searches](https://aeroidx.com/features/leads/saved-searches/) - [Send Properties to Leads](https://aeroidx.com/features/leads/send-properties/) - [SureSend Integration](https://aeroidx.com/features/leads/suresend/) Websites 8 - [Component Color Settings](https://aeroidx.com/features/websites/component-color-settings/) - [Custom CSS Themes](https://aeroidx.com/features/websites/custom-css-themes/) - [IDX Button for GoHighLevel](https://aeroidx.com/features/websites/idx-button-for-gohighlevel/) - [One-Click Website](https://aeroidx.com/features/websites/one-click-website/) - [Showing Schedule](https://aeroidx.com/features/websites/showing-schedule/) - [Single Property Websites](https://aeroidx.com/features/websites/single-property-websites/) - [Themed Widget Skins](https://aeroidx.com/features/websites/themed-widget-skins/) - [Visual Widget Builder](https://aeroidx.com/features/websites/visual-widget-builder/) Teams 6 - [Agency Dashboard](https://aeroidx.com/features/teams/agency-dashboard/) - [Embedded Dashboard](https://aeroidx.com/features/teams/embedded-dashboard/) - [Per-Agent Custom Websites](https://aeroidx.com/features/teams/per-agent-websites/) - [Roster Management](https://aeroidx.com/features/teams/roster-management/) - [Roster-to-GHL Sub-Account Mapping](https://aeroidx.com/features/teams/roster-ghl-mapping/) - [Sub-Account Management & Impersonation](https://aeroidx.com/features/teams/sub-accounts-impersonation/) Developers & API 4 - [API Key Management](https://aeroidx.com/features/developers/api-keys/) - [MCP Server](https://aeroidx.com/features/developers/mcp-server/) - [REST API v1](https://aeroidx.com/features/developers/rest-api/) - [Webhooks](https://aeroidx.com/features/developers/webhooks/) [Home](https://aeroidx.com/) [Features](https://aeroidx.com/features/) [Teams](https://aeroidx.com/features/all/#teams) Agency Dashboard # Agency Dashboard Run every client brokerage from one account Onboard clients, handle their MLS paperwork, set up their integrations, and jump into any account to fix something, with each client's data kept separate from the next. [Schedule Demo](https://aeroidx.com/schedule/) [All features](https://aeroidx.com/features/all/) ## What it does The Agency Dashboard gives marketing agencies, tech resellers, and large brokerages a separate agency-tier account from which they can onboard and manage multiple client brokerages. Agency owners see a dedicated dashboard listing all client accounts, can impersonate any client to troubleshoot their setup, manage MLS authorization paperwork on behalf of clients, configure GoHighLevel, Follow Up Boss, and SureSend integrations at the client level. The entire experience is tenant-isolated: agency data never mingles with client data. ## Key capabilities - Dedicated agency dashboard with client list, search, sort, and date-range filter - One-flow client provisioning that sets up the user, account settings, and MLS board links together - MLS paperwork management: requirement tracking, document upload, pre-filled PDFs - Per-client integration setup for GoHighLevel, Follow Up Boss, and SureSend - One-click impersonation into any client account, with safe nested support - Activate or deactivate a client without deleting their data - Agency-wide GoHighLevel snapshot and custom-field config to bootstrap every new client ## Good to know - Agency accounts require `user_type = agency`; upgrading an existing broker account is a manual operation - MLS board activation for clients still requires MLS-level approval; the portal manages paperwork submission, not approval ## Why teams choose this 1. Agencies can stand up a new brokerage client in minutes with a single provisioning flow that creates the account, MLS links, and CRM integrations together 2. MLS paperwork management inside the portal eliminates the back-and-forth email chain for document collection 3. Impersonation with a full audit trail lets agency support teams resolve client issues without asking for login credentials ### Built for Primary Agency owner / marketing agency reselling AeroIDX Secondary Enterprise brokerage owner managing multiple sub-brokerages ## Related features [ Sub-Account Management & Impersonation Same ImpersonationStack mechanism used for agency-to-client and broker-to-agent impersonation ](https://aeroidx.com/features/teams/sub-accounts-impersonation/)[ Roster Management Agency clients manage their own rosters once provisioned ](https://aeroidx.com/features/teams/roster-management/)