3.9: Add to My Team

The “Add to my team” feature allows you to share loop access with another agent, transaction coordinator, managing broker, or any other person working with you on the transaction. “Add to my team” gives your teammate a shared view of that particular loop and enables them to see everything that you see, including all documents and people within the transaction.

“Add to my team” helps eliminate duplicate loops because any person added to your team will not need to create their own loop. In addition, you are not required to share documents with people on your team because they have access to any documents once added.

Please note, once a person is added to your team this action cannot be reversed, use extreme caution. This feature is intended for use with people you are working with, like a partner agent or admin. An agent on the opposite side of the transaction or a client would not typically be members of your team.

Step 1: Find the People section within your loop

Open your loop and navigate to the People section towards the bottom of the page.

Step 2: Click the Add Person button

Enter the person’s information in the Add Person window. You will need at least the first and last name, email address, and role in order to add your contact.

Step 3: Check the box next to “Add to my team”

This checkbox is located to the right of the name field in the Add Person window.

Step 4: Read the confirmation message and click Continue to confirm

After clicking the “Add to my team” checkbox, you will be asked to confirm that you want to add the person to your team. Click the Continue button to confirm. Once confirmed, a team invitation email is sent to the person added. The People section will update and the new person will now have a status of “team invitation sent”. Once the invitation is accepted, they will have access to your loop.

Note: This cannot be undone for this loop. Team members share everything in a loop, including documents, people, and tasks.

This is only recommended for people working closely together on a deal. For example, agents on the same side of the deal should be on the same loop team. Agents on the opposite side and clients should not be on the same loop team. You can have multiple people in your loop on your team but they will all have access to the same loop information.