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.
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.).
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.
Set clear goals and expectations for production.
Monitor performance and provide constructive feedback.
Address challenges proactively to keep your team on track.
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.
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.).
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.
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.