Recruiting
A separate list for agents you are trying to recruit — kept completely apart from your client CRM, with its own stages, follow-up schedule, and playbook.
The recruiting desk requires a Signature membership. The pages stay visible on other plans and show an upgrade plate; nothing is hidden or broken.
Account menu → Recruiting.
Why it is separate
A recruit is not a client and must never be treated as one. The separation is structural, not a matter of tagging:
- Recruits never appear in your client book, your client counts, or your workspace insights.
- Recruits cannot be pushed to an outside CRM. There is no code path for it.
- Recruits never receive client marketing or a nurture drip.
- There is no opt-out field, because there is nothing automated to opt out of.
If your brokerage’s CRM is shared with colleagues, this matters: the agent you are quietly courting cannot show up in it.
The book
Four figures across the top, then rails for follow-ups due and drifting, then the bench itself — filterable by stage and tier, searchable by name, email, or current brokerage.
What a recruit carries
| Stage | Prospect → contacted → engaged → meeting → offer → committed, or lost |
| Tier | Top target, priority, or standard |
| Their business | Current brokerage, annual volume, annual units, markets |
| Timeline | Every conversation, note, and stage change |
Courtship rhythm
Faster than client cadence, because recruiting is a campaign rather than a relationship you maintain: top target every 14 days, priority every 30, standard every 60.
Drift past it and they appear on the drifting rail, and eventually as a task with a chip that drafts the check-in.
Elle
She has the recruiting tools on every channel:
Met Sarah Chen at the Compass event — she’s at Douglas Elliman, about forty million a year. Add her as a recruit.
Log a coffee with Sarah. Move her to engaged.
Draft a recruiting check-in for Sarah.
The courtship playbook
A starter arrives ready: a first note, research on day one, coffee on day five, a why-us conversation on day ten, a second touch on day eighteen. It fires when you add a recruit. Edit it like any other playbook.
The recruiting page
Among the custom page templates is Why join us — an email-gated page for your pitch.
Because it is gated, a recruit who opens it identifies themselves. When the email or phone matches someone on your bench, three things happen:
- The view is logged on their timeline — as a signal, not as a touch.
- A task appears: strike while it’s warm.
- They are not filed as a client lead. Only unmatched visitors take the ordinary lead path.
That last point is the whole design. See Pages and the journal.
The close
When a recruit reaches committed, and you are a principal of an agency account, their dossier offers to onboard them: a workspace is created under your agency, they are invited, and the timeline records it.
This is deliberately not something Elle can do — it creates a tenant. See Agencies.