Help centre · The brokerage
Adding and removing agents
Invite someone from Admin → Team. Adding an agent inside your plan's seat allowance costs nothing extra — the price is per brokerage, not per seat. When someone leaves, deactivate them rather than deleting: their seat frees immediately, and every call, text, email and note they made stays on the contact. Deactivating also lets you hand their contacts to someone else so the book keeps getting worked.
Open this in Facreo → (you will be asked to sign in)
The brokerage
- Roles and who sees whatOwners, admins and brokers see the whole database.
- Where billing livesPlan & billing is in the sidebar and in the menu under your name.
- Using Facreo on your phoneThere is no native app in the App Store or Play Store.
- Trouble signing inSet or change your password on your settings page while you are signed in.
Not what you were after? Email support@facreosystems.com and a person will answer. Signed in, Creo answers the same questions from the same articles.