Serving as a Team Leader at Dalton Wade involves more than generating business or managing transactions. Team Leaders play an important role in mentoring agents, maintaining team structure, and ensuring that all team activities operate in compliance with brokerage policies and state regulations.
Before operating as a team, the Team Leader is responsible for completing the brokerage team registration process by submitting the Team Registration & Approval Form and maintaining a signed Team Agreement Template on file with the brokerage.
The Team Leader should also ensure that the team follows the marketing and advertising requirements outlined in the Team Compliance & Advertising Guide.
Below are the primary responsibilities expected of Dalton Wade Team Leaders.
Team Leaders are responsible for maintaining accurate records of the team’s structure with the brokerage.
This includes:
Submitting the Team Registration & Approval Form before operating under a team name
Providing a completed Team Agreement Template outlining the team’s internal structure
Listing all active team members
Updating the brokerage if team members join or leave the team
Ensuring agents belong to only one Dalton Wade team at a time
Maintaining accurate team records helps ensure brokerage oversight and compliance.
Team Leaders are responsible for recruiting agents who align with the team’s goals and values.
When onboarding new team members, the Team Leader should:
Introduce agents to the team’s systems and tools
Clearly explain team expectations and responsibilities
Ensure agents understand Dalton Wade brokerage policies and procedures
Confirm the agent has been properly added to the team through the brokerage registration process
Team Leaders should also maintain an up-to-date record of current and former team members and be prepared to provide it to the brokerage upon any changes.
Team Leaders are encouraged to provide mentorship and ongoing guidance to their team members.
This may include:
Coaching on contracts, negotiations, and client communication
Lead conversion strategies
Transaction best practices
Shadowing opportunities for newer agents
Team Leaders should also encourage participation in Dalton Wade training opportunities, including:
BoldTrail CRM training
Brokerage Zoom training sessions
Mentorship and business development programs
Providing strong mentorship helps agents grow their production and confidence.
Many teams generate or purchase leads collectively. The Team Leader is responsible for overseeing how these leads are distributed and managed.
This may include:
Creating lead distribution systems
Monitoring response times and follow-up activity
Tracking lead conversion performance
Holding team members accountable for proper follow-up
Clear lead management systems help teams maximize opportunities and maintain professionalism with clients.
Successful teams operate with clear expectations and performance tracking.
Team Leaders should:
Establish production goals and expectations
Monitor pipeline activity and transaction progress
Provide constructive feedback and coaching
Address challenges early to help agents improve performance
Maintaining accountability helps keep the team organized and productive.
Team Leaders should help ensure that team transactions are handled properly and remain compliant with brokerage procedures.
This may include:
Ensuring transactions are properly submitted through Dotloop
Confirming required documents are uploaded
Monitoring file completeness before closing
However, Team Leaders should remember that final compliance oversight remains with the brokerage.
Team Leaders are typically responsible for coordinating the team’s marketing and branding efforts.
All marketing materials must comply with both state regulations and Dalton Wade advertising policies.
Team Leaders should ensure that marketing materials:
Clearly identify Dalton Wade Real Estate Group as the brokerage
Follow applicable state advertising requirements
Do not present the team as an independent brokerage
Before launching new marketing materials, teams should review the Team Compliance & Advertising Guide to confirm that all advertising requirements are being met.
A strong team culture contributes to agent retention and long-term success.
Team Leaders should strive to create a collaborative and supportive environment by:
Encouraging open communication
Providing mentorship and guidance
Recognizing team achievements and milestones
Supporting professional development
A positive team culture helps agents feel supported and motivated to grow their business.