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.
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.
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.
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 |