The library: brochures, guides and scripts

One place for the team's files, links and scripts, in folders. Scripts copy with one press.

Who it is for

Every planBrokerage ownerBrokerage adminBrokerage agentIndependent agent

Where to find it

  • Brokerage dashboard: Brokerage › Library
  • Agent dashboard: Work › Library

How to do it

  1. Open Library. Choose a folder (Brochures, Objection handling, Follow-up scripts, Training, Broker kit, Market reports or your own) or search.

  2. Files download, links open, and Copy puts a script on your clipboard.

  3. Owners and admins (or you, on your own account) press + Add for files, a link or a script, and change or delete items from their ⋯.

  4. Press Folders to make a folder, rename one (its items move with it) or remove one, choosing where its items go. A standard folder you remove is hidden, and Folders shows it again.

  5. When a document changes, open its ⋯ and press Replace with a new version. The title, folder and description stay; the old file is kept under Earlier versions on the card.

  6. A PDF opens inside Lead Brunch: its first pages show while the rest is still arriving, so a large pack is quick to read. Download keeps the whole file.

Or ask Claude

“What's our script for a client who says the price is too high?”

With the Lead Brunch connector, Claude does the same from a sentence. How the connector works

More in Sharing with clients

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Try it on your own listings.

Start free, with no card. Everything in this help center works from your first day.