There are essentially two approaches for using SPS to provide service to your clients:
With this approach you perform all services. In other words, only you have system access, you don't permit your clients to have any access to your account.
In a "self-service" approach, you will
be allowing your clients to access the service and do many things themselves.
Of course you can still collaborate with clients, and you can maintain control using the various Permissions for users.
Regardless of which of thr two methods above you choose as your business model, you can also support different types of clients with different property marketing scenarios:
Create a User profile for each agent
Create a User Profile for the co-listing agent. As Admin you can always assign any profile as co-listing agent. To allow them to do this themselves, set Permissions to allow shared access
Create a profile for sponsors such as a Loan officer or anyone
Create as many of these as you like and you can use these to support a client or a sponsor, or yourself.
When you specifically support a Lender who wants to then be "working with" other agents (rather than you working directly with those agents) then your account supports a hierarchical approach that allows agents to be added to be "working with" a designated sponsor. This creates a strong relationship in the system between the sponsor and the Agents working with that Sponsor such that the Agent sees the Sponsor prominently displayed as their "marketing partner".
Add a User Profile for any FSBO and have them representing the listing
Setup the listing so that the Agent is the Listing Agent – then use FSBO options in EDIT+ PROMOTE to specify a FSBO.
The Single-Sign-On API allows you to maintain your clients access via your own systems.
Whenever your clients Sign In, to your own application, use the SSO API to create a single sign on link for them to directly access their SPS account.