Building a real estate team can be a great way to expand your business, serve more clients, and collaborate with other agents. Teams allow agents to combine strengths, share resources, and grow their production together.
Before operating or advertising under a team name, the team must complete Dalton Wade’s registration process and follow all brokerage and state compliance requirements.
Follow the steps below to properly create and register a team at Dalton Wade.
The first step in building a team is identifying agents who want to collaborate and operate under a shared team structure.
Team members should typically share similar:
Business goals
Work ethic
Communication styles
Expectations for lead generation and client service
Teams often include roles such as:
Buyer’s agents
Listing specialists
Showing agents
Administrative assistants
Transaction coordinators
All licensed team members must be affiliated with Dalton Wade Real Estate Group, and agents may only belong to one Dalton Wade team at a time.
Before submitting your team for approval, the team should create a written agreement outlining how the team will operate.
Dalton Wade requires every team to maintain a signed team agreement on file with the brokerage. Teams should complete the Team Agreement Template before submitting the registration form.
The team agreement should address topics such as:
Commission splits between team members
Lead distribution policies
Expense responsibilities (marketing, leads, assistants, etc.)
Team expectations and responsibilities
Onboarding and offboarding procedures
Creating a written agreement helps prevent misunderstandings and ensures everyone understands the team structure.
Your team will need a name that represents your brand while remaining compliant with state advertising laws and brokerage policies.
Team names must:
Be approved by the brokerage
Avoid implying the team is an independent brokerage
Follow state-specific advertising rules
Before choosing your name, review the Team Compliance & Advertising Guide to confirm your team name and advertising comply with state regulations.
Once you have identified your team members, created your team agreement, and selected a team name, the Team Leader must submit the Team Registration & Approval Form.
The form will ask for information including:
Team name
Team Leader information
All team members
States where the team operates
Primary service areas
Upload of the completed Team Agreement
The brokerage will review the information and confirm approval before the team can begin operating under the team name.
Once your team has been approved, you can begin setting up the systems that will support your team’s operations.
Teams commonly establish systems for:
Many teams use CRM platforms to track leads and assign follow-up responsibilities. Dalton Wade agents commonly use BoldTrail CRM for contact management and marketing. Team Leaders can opt into purchasing a Team add on in the BoldTrail Marketplace.
Teams should determine how they will manage transactions within Dotloop. Some teams allow agents to manage their own transactions, while others have the Team Leader review transactions for consistency.
Teams may also establish internal processes for:
Lead routing
Team meetings and accountability
Marketing coordination
Communication systems
After your team has been registered and your systems are in place, you can begin launching your team brand.
Many teams choose to:
Announce the team within the brokerage
Update social media profiles
Update email signatures
Launch team marketing materials
Notify past clients and sphere of influence
All marketing must follow brokerage policies and state advertising regulations.
A real estate team is not a separate brokerage.
All teams operate under the supervision of Dalton Wade Real Estate Group, and the broker remains responsible for compliance with licensing laws, advertising regulations, and brokerage policies.
Successful teams combine strong leadership, clear systems, and consistent communication to create a collaborative and productive environment.