The User Editor is where you will configure each agent and ISA that you will be reporting on in MaverickRE. When you add an agent or an ISA to your CRM (FUB), it will automatically sync them to MaverickRE. Once they are in MaverickRE you will need to configure them based on their role so that they are pulled into the appropriate reports.

To edit or update your team user directory, hover over your profile avatar in the top right hand corner of your screen in MaverickRE and select Preferences. Next, select the Users tab.

Step 1: Locate the member of your team that you want to configure.

Step 2: Next, you will need to use the User Role column to select whether or not the team member is an Agent, Staff or Lender.

Step 3: Use the User is ISA column to indicate if the user is an ISA.

Step 4: If you would like to remove an existing user from reporting, select the Remove User from Reporting box.

Step 5: The column User Group IDs allows you to update a specific team member's Group. Hit select options and a drop down will appear with a list of Group names. To understand how your groups are created, please refer to the Groups Overview article.

A licensed real estate professional who represents clients in buying, selling, or renting properties. Agents are responsible for marketing listings, negotiating deals, and ensuring the transaction complies with legal requirements.

Removing an agent from reporting impacts the following:

This ensures their data is excluded from key performance and operational insights.

Support team members within a real estate organization who focus on operational, administrative, or technical tasks.

This structure ensures that reporting focuses on roles directly involved in lead generation or sales functions while maintaining flexibility to include specific Staff members as needed.

Lenders are NOT included in any reporting. This ensures their role remains distinct from operational or performance metrics tied to agents or staff.