Expert allows you to share a deal with an agent within your firm, and allows you to "co-broker" a mortgage with a broker or agent of another firm.
Sharing Deal with Agent in Firm - By sharing a deal with an agent (or associate or administrator) within your firm, you allow that agent to view and edit the deal based on that agent's user rights. Both agents can view the deal at the same time, but only the agent who opened the deal first has edit rights. Sharing a deal with an agent in your firm is done via the Co-Agent dropdown in the Participants screen (click here for more information). Note that for a deal that has a co-agent, the co-agent does not receive an email notification when the lender sends a response to a submitted deal.
Co-Brokering a Mortgage - Expert allows you to co-broker a mortgage with a broker or agent outside the firm. To co-broker a mortgage, see Co-Brokering a Mortgage. Note that when co-brokering a mortgage, you will need to determine the commission split or referral fee.