The Team feature is a professional tool designed for multiple Realtors to work together to support clients.
The Teams function does not allow Realtors to save searches for multiple clients, nor does it allow you to communicate with multiple clients through the Chat feature.
To learn how to save a search for multiple contacts, please click HERE
To learn how to create a Chat that includes multiple clients, please view the video HERE
How do I use the Teams Function?
The intention of the Teams feature is to allow Realtors to share selected clients and their searches with one or more colleagues who belong to the same brokerage. With this in mind, it's important to note that the Teams functionality only creates notifications, etc. for Agents/Realtors - when clients are shared with a team, the Teams function allows the Realtor Team to access the client, but the Clients are not members of the team.
Who can be added to a team?
• You can add one or multiple agents from your brokerage to a team.
• You cannot add an agent from another brokerage to a team.
• You can add one or multiple clients to a team so that they are shared with your colleagues.
Saved Search/Lists
• You can save a search for a team.
• Agents can see the search in Saved but clients cannot see it.
• The owner of the team can send notifications (push & email) for themselves.
Chat Feature
Once the Team is set up, a client can send a chat individually to each agent or the team chat. If a chat is sent to the team by the client, it will be delivered to the agents of this team only and not the other clients in the team.