Technology Solutions for Teams

Build and Manage Your Team

Create a team of industry professionals, referral partnerships, and established collaborators to create connections and strengthen your business.

Build and Manage Your Team

Connect and Collaborate

SetSchedule’s collaborative features were created with your team in mind. Easily connect with team members, collaborate on opportunities, and assign opportunities to other professionals. 

Connect and Collaborate

360-Degree View of Your Team

Keep an eye on your sales cycle and bottom line. Track and review your team’s business analytics and success rate all in one designated CRM.

Create Your Team on SetSchedule
360-Degree View of Your Team

Premium Team Accounts (Upgrade Options)

Premium Team Accounts (Upgrade Options)

Teams Overview

SetSchedule provides the tools you need to efficiently communicate with your peers: mortgage brokers, inspectors, title officers, and anyone else who works with you closely. Teams are designed for a collaborative approach to bring better service for real estate shoppers. Work together on opportunities and track your colleague's real time updates.

Free (Starter) Team Account Premium Team Account
Group message capabilities in chat
Posting internal team updates
Lead allowance distribution
Team Opportunity Management
Dedicated Success Consultant
Premium transaction reimbursement

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