Adding Agents

Your agent roster lives at Agents. There are two ways to populate it.

Add one agent at a time

1. On Agents, click Add agent.
2. Fill in Full name and Email (both required) and, optionally, assign a Commission Plan right away.
3. Click Create agent.

You'll land back on the Agents page with that agent's drawer already open, so you can immediately set their cap opening balance or fine-tune plan overrides.

Import your whole roster from a CSV

If you're migrating from a spreadsheet or another system, use Import Agents instead of adding agents one by one. It's a 4-step wizard:

1. Upload your CSV file.
2. Map columns — match your spreadsheet's columns to SplitRE's fields:
   • Agent name (required)
   • Email (required)
   • Prior cap collected this year (optional — use this for agents joining mid-year, so their cap tracking starts accurate)
3. Preview the parsed rows before anything is created.
4. Import — creates all the agents at once.

Managing an existing agent

Click any agent's row on Agents to open their drawer — commission plan assignment, cap opening balance, and plan overrides all live there in one place. There's also a more detailed cap setup flow available from that agent's own profile page.

Related

• Setting Up Agent Caps
• Creating a Commission Plan
• Importing Agents and Deals via CSV