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A team groups agents in one office who work together. Office and brokerage admins create teams.

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Create a team

  1. Go to Agents and open the Teams tab.
  2. Choose New team, name it and pick its branch.
  3. Open the team to add its agents.
Deals from a team agent are marked as team deals, so the deal team can apply your team fees.

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Who sees a deal

For agents, deal visibility follows the commission split, not team membership:
  • Everyone on a deal’s split sees that deal and its documents.
  • Each agent’s trade sheet and EFT details stay private to them.
  • Teammates don’t see each other’s solo deals.
A person with the Team Leader role for a team sees every deal assigned to that team, solo deals included. An office admin sees every deal in their office.

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Assistants

An assistant works on behalf of the agents they assist. They sign in, see those agents, and open their view to work their deals and talk to Abby. Assistants can’t email Abby themselves; documents go through the agent’s account.