Team Leader Responsibilities

Team Leader Responsibilities

1. Recruitment & Onboarding

  • Recruit qualified agents who align with your team’s values and goals.

  • Help onboard new team members by introducing them to your systems, tools, and expectations.

  • Ensure they understand Dalton Wade’s brokerage policies and compliance standards.

  • Maintain an up-to-date record of all current and former team members and be prepared to provide it to the brokerage upon request.

2. Training & Mentorship

  • Provide consistent coaching and mentorship to your team members.

  • Guide agents on contracts, negotiations, lead conversion, and best practices.

  • Encourage participation in Dalton Wade’s training resources (BoldTrail, Zoom classes, mentorship sessions, etc.).

3. Lead Management

  • Oversee how team-generated leads are distributed and followed up on.

  • Implement systems to ensure leads are responded to quickly and nurtured effectively.

  • Hold agents accountable for lead conversion and follow-up.

4. Accountability & Performance

  • Set clear goals and expectations for production.

  • Monitor performance and provide constructive feedback.

  • Address challenges proactively to keep your team on track.

5. Compliance & File Review

  • Ensure your team members’ transactions are handled correctly in Dotloop.

  • Verify that required documents are uploaded and compliant.

  • Maintain oversight to prevent errors that could create legal or compliance issues.

6. Branding & Marketing

  • Manage team branding, signage, and marketing to ensure compliance with state regulations.

  • Coordinate team-wide marketing efforts to strengthen visibility and credibility.

  • Ensure all advertising follows brokerage and state-specific guidelines (firm name, phone number, etc.).

7. Culture & Support

  • Foster a positive, collaborative, and professional team environment.

  • Be available to answer questions, provide guidance, and support your agents.

  • Celebrate team successes and encourage growth.


What It Means to Be a Team Leader

Being a Team Leader isn’t just about generating business—it’s about building people. You’ll be:

  • A mentor who develops confident, capable agents.

  • A manager who ensures smooth operations and compliance.

  • A visionary who grows the team’s brand and production.


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