Adding a TC to your team (agent side)

Here's how to bring your transaction coordinator onto your plan, choose the deals they work, and remove them if you need to.

In Settings, open Team and seats. Agent Pro includes one TC seat. Each extra TC is nine dollars a month, charged only once they accept.

Click Add a TC, then type their name and email. The first one uses your included seat, at no extra cost.

Click Send invite. Dana shows as Pending until she accepts, and you can resend or cancel the invite from her row.

Dana gets an email to accept. Her seat is on your plan, so it's free for her.

She signs in, or creates an account, with that same email address, then clicks Join Avery's team.

She lands on a page for your deals, and you get an email that she joined.

Back in Settings, Dana is on your included seat. To put her on everything you have going, click Add to all 2 active deals.

She's on both deals now. Add to every new deal is on, so she joins each deal you open from here.

Adding a second TC? Tick the box for the extra nine-dollar seat. Nothing is charged until they accept.

To change a single deal, open it and go to its Settings tab. Team on this deal lists your TCs.

Switch Dana off to take her off this deal, or back on to add her again.

Clients see everything as you. Turn on Show my coordinator to clients, and Dana's updates show her as your coordinator.

Either way, you always see who did what in each deal's Activity tab.

To remove a TC, click Remove. They lose access to all your deals right away. Their past updates and comments stay.

Click Remove Dana, and she's off every deal. She gets an email letting her know.

That's it. Add your TC in Team and seats, choose their deals, and decide what your clients see.