Creating a team on HomeLight allows agents on your team to access the Agent account from their own individual accounts, rather than everyone on the team sharing the same password. If you are enrolled HomeLight Closing Services, Cash Offer, and Trade-In the agents on your team will also be able to access these features from their own accounts.
How It's Done
What's Next?
Additional Resources
How It’s Done
Step 1 – Login and Click on Your Profile
When you sign in to your HomeLight account in the top right corner of the navigation bar will be your profile icon.
Step 2 – Select My Team
When you click on your profile icon a drop-down menu will appear. Select the My Team option from this list.
Step 3 – Team Page
You will be redirected to a page that will show that you have no team members yet. To add a team member click the Invite Team Members button.
Step 4 – Add Team Member
In the dialogue box, you’ll be asked to provide the Name, Email, and Role of your Team Member. Once this information is entered select the Send Invitation button at the bottom of the box.
What’s Next?
The Invitation
Immediately after submitting the information, your Team Member will get an invitation sent directly to their email inbox. 
You will see the recently invited individual listed with a Pending status on your My Team page. Once that individual accepts the invite, they will move from Pending to Active.
🔎 Learn more about the Team Member experience: Agent Teams – Accepting an Invite
Additional Resources
🔎 Agent Teams – Inviting a Transaction Coordinator
🔎 Agent Teams – Accepting an Invitation
FAQ
Q: Can my Team Members see every referral in my account?
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A: Those team members who are invited as Agents will not be able to see everything in your account. They will only be able to access the referrals that you assign directly to them.
Q: What can Team Members do with Referrals on HomeLight?
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A: After you add an agent to your team as a Team Member, you will be able to click into an individual referral and assign it to a team member. After you make the assignment, the team member will receive an email informing them of this new assigned referral. At that point, they will be able to see the referral when they log into the Agent Portal with their account. They can view the client details, make stage updates, and add notes to the referral. The team member will not be able to see your full list of referrals, only the ones assigned to them.
Q: What can Team Members do with HomeLight Closing Services?
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A: Any service that you have access to as a Team Leader will become available to your Team Members. Each Team Member can open Closing Service orders via the Transactions Tab in their own account.
Q: What can Team Members do with Cash Offer and Trade-In Services on HomeLight?
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A: Any service that you have access to as a Team Leader will become available to your Team Members. Each Team Member can Submit a Client to the Cash Offer or Trade-In Programs via the Transactions Tab in their own account. Please note that submitting a client does not guarantee approval.
Q: What do we do if there is more than one leader on our Team?
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A: Teams can only be created under one Team Leader’s account. If you have an additional person on your team that would be handling admin-like functions on HomeLight, they should do those activities via that Team Leader’s account.
Q: How do I remove someone from being a Team Member?
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A: If an agent is no longer a part of your team you will have the option to remove them. When you select their name this option will be found at the bottom of the dialogue box.
Q: What happens to the referrals or client information after I remove someone from my team?
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A: As a Team Leader, any referrals you have are always “owned” by you. When you assign them to a team member you are just giving them access to the client information and the ability to make stage updates. When you remove the team member from your team, they will lose access to any referrals assigned to them. Any assigned referrals will go back to an unassigned state.
Q: Who can invite others to join a team?
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A: Only Team Leaders are able to invite others to join a team. If you are an agent with a HomeLight Profile, ask your Team Leader to log in to their HomeLight account and add you as a member, you will receive an email notification to accept the invitation.