ProTeams

ProTeams: Overview

• What is ProTeams?
• ProTeam Features & Benefits
• Who is eligible for ProTeams solution?
• How do I switch to a ProTeam?
• ProTeams: Current Limitations
• Team Source Fields

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ProTeams: Team Setup & Defaults

• How to Setup your ProTeam
• ProTeams: Transaction Edit & Approval Controls
• ProTeam: Override Feature to Adjust Specific Team Member's Configuration
• ProTeams: How to Adjust the Default Team Split
• ProTeams: How to adjust the Team Split when your Team Member Caps
• ProTeams: How to add or adjust the Team Cap

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ProTeams: Adjusting Deals

• ProTeams: How does the Team Split Appear on a deal?
• ProTeams: How to change Team Split on a specific Deal
• ProTeams: How to adjust Team Pre and Post Cap Fees on a Deal
• ProTeams: How to Adjust Deal if Team Member hit Team Cap, but still owes money to Team Leader
• ProTeams: How to add a Fee Charged to the Client to a Transaction

ProTeam Self-Service Team Management - Adding and Removing Teammates

• How do I invite an agent who is already AT Real to join my Team?
• How do I invite an agent who is NEW to Real to join my Team?
• Teammate Application Process
• How can I track where my new Teammate is in the Application & Onboarding process?
• How do I cancel a Teammate Invitation?

Transaction Coordinators for ProTeams

• How to set up New TCs on the TC Experience for ProTeams
• How to set up Existing TCs on the new Transaction Coordinator Experience for ProTeams
• What are the TC for ProTeams Permission Levels?

ProTeams: Frequently Asked Questions

• ProTeams Quick Access to Training Resources
• ProTeams: What is a Team Cap?
• What is the difference between the Team Cap and Agent Cap?
• ProTeams: Why isn't the full Team Split allocated on a transaction?
• ProTeams: Can I collect a fixed fee from my Team Member?
• ProTeams: What happens if a Team Leader covers the Split to Real?

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