Adding individuals to your transaction team

Your transaction team is the list of individuals in the portal who will be notified of Stage updates and any pending Tasks to be completed. You can choose to add an assistant, processor, real estate agent, and others.


Individuals you add here will be automatically copied on email notifications regarding each transaction. 

Add members of your transaction team, such as your assistant or processor, and they'll be included in email communications to assist with the transaction.

You can also add a real estate agent to your transaction team to include them in email communications.