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Teams & offices
Group your brokerage into teams and offices, give leaders their own scoped view, and show each office's phone on client boards.
1:17 · Captions included · 6 chapters
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Teams and offices group your roster inside one brokerage. They're optional, and it's still one bill.
Edit a team and pick its leader. A leader sees the team's deals and agents, nudges them, and can hand a deal to someone else on the team.
Tick Show the team name to clients, and boards and invites read The Nolan Team next to your brokerage's name. Save.
An office has a manager, who sees that office and its teams, and it can have its own phone number.
Clients of that office see that number instead of your main one.
On People, tick a few people and choose Move to team or Move to office. Their open deals move with them.
Marcus leads the Nolan Team, so his menu has My team.
It opens the command center for his team only: its own morning brief, tiles and deals. No People, billing or settings.
On a teammate's deal, he can nudge them, or reassign it to someone on the team.
On the client's phone, the board reads The Nolan Team, Harbor and Pine Realty, with the Seaside office number to call.
And the wire-fraud warning tells them to call that office number before wiring anything.
Teams for leaders, offices for places and phone numbers, and still one brokerage on one bill.
Set up your brokerage at closedeasy.com/teams.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Teams & brokerages
2:58Brokerage setup wizardSet up your team or brokerage: who you are, your branding, your people, and you're ready to go.
1:56Inviting your rosterBring your agents and TCs into your brokerage: paste a list, upload a spreadsheet with team and office columns, share a join link, or verify your email domain.
2:05The command centerRun your brokerage from one page: the AI morning brief, tiles that filter deals, office and team views, nudges and reassigning a deal.