Inviting your roster

Four ways to bring your people in: paste a list, upload a spreadsheet, share a join link, or verify your company's email domain.

On People, paste names and emails, one person per line. Write TC on a line, and that person joins as a transaction coordinator.

Every row is checked, with its role. Click Send 4 invites, and each person gets an invite in your brand, by email.

Got a spreadsheet? Click Upload CSV and choose the file. Names, emails and roles are found for you.

Add Team and Office columns, and people land straight on the matching team and office. Send, and they're invited.

Invites wait under Invited. Resend one, fix a wrong email, or withdraw it. Resend all nudges everyone who hasn't joined.

Or share the join link in your agents' group chat. Anyone who opens it asks to join, and nobody gets in until an admin approves.

In Settings, verify your company email domain. Type an address there, click Email me a code, and a 6-digit code arrives.

Enter it and click Verify. Public addresses like Gmail or Yahoo can't be claimed.

Now, anyone who signs up with an address on that domain sees your brokerage on their dashboard, with Ask to join.

Someone who opens your join link asks the same way.

Requests wait on People, with how each person found you. Pick a role, then Approve or Decline.

Approve, and they're on the roster.

An invited agent opens the email and sees who pays, and what you can see. One click on Join, and they're in.

Their dashboard says they're covered by Harbor and Pine Realty. Nothing to pay.

Back on People, the spreadsheet already put Jordan and Priya on Summit Group, in the Hillcrest office. Change anyone's team or office right here.

That's your roster: paste or upload a list, share a link, verify your domain, and approve who asks.

Set up your brokerage at closedeasy.com/teams.