Teams on Lofty: do we share an account? or have individual accounts?

Shared Accounts (Most Common)

Separate Accounts (Less Common)

The main advantage is you can share contacts and data - plus take advantage of one site and CRM infrastructure for the whole team.

• Share contacts and data
• Leads can be assigned to team members
• One website for the team, with one intake form for teams' leads
• Individual agents can have landing page - but within team site and branding.
• Team Lead Billed
• Discount for 10+ Seats

If you want to share an account, the Team Leader can invite team members directly from their Lofty account: How do I add seats and agents to my Lofty (formerly: Chime) account?

The main advantage is that each agent can manage and maintain their own site.

• Can not share contacts and data across the team
• Every agent is billed individually
• Every agent has own lead capture mechanism

If you want to setup individual accounts, have each member of the team reach out to support@therealbrokerage.com so we can send your invites.