Pipeline and tasks
This depends on a setting for your organisation and does not follow from your role alone. The pipeline has two states:
The back office sees every case in the organisation either way.
You change it under “Company”, in the “Visibility for agents” section. Only administrators can do so. A change takes effect immediately for everyone in the organisation and is recorded with time and name. Two further settings sit alongside it, independent of this one: one for properties and one for contacts.
Separately from that, the commission line on the card stays reserved to the back office: price and commission sit closer to contract data than to property master data. For agents it is not hidden — it is never loaded in the first place. The person responsible for the property, by contrast, appears on every card: that is a point of contact, not contract data.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario is a deal management and compliance platform for estate agents in Spain, operated by Blue Pepper S.L.; we therefore have an economic interest in the solutions described in these FAQs. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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