Agent Teams – Inviting Transaction Coordinator

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. The Transaction Coordinators on your team will then be able to access features on HomeLight like Referrals, Closing Services, Cash Offer, and Trade-In 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”.

Additional Resources

🔎 Agent Teams – Inviting a Team Member
🔎 Agent Teams – Accepting an Invitation