Overview

The Collaborators feature allows team leaders and agents to invite, manage, and assign collaborators such as Transaction Coordinators (TCs), lenders, assistants, and vendors. This feature improves collaboration by providing controlled access to clients, transactions, and related activities.

Accessing Collaborators

Navigate to Settings
Click on the Collaborators tab

Team Leader Controls

Team leaders have the ability to:

Enable or disable whether associates can add their own collaborators
Manage and assign default collaborators for the team
Control access levels for collaborators across the team

Types of Collaborators

You can add the following types of collaborators:

Transaction Coordinators (TCs)
Lenders
Assistants
Vendors

Adding a Collaborator

Go to Settings → Collaborators
Click Add Collaborator
Enter:
- First Name
- Last Name
- Email
- Company Name (optional)
Select the collaborator type
Choose the scope:
- For team leaders, this is typically Team-level access
(Optional) Select “Set as Default Collaborator”
Click Invite

What happens next?

The collaborator receives an email invitation
Once added, they gain access based on their role and scope

Default Collaborators

Default collaborators are automatically assigned to:
- All clients
- All transactions
This helps streamline workflows for frequently used collaborators (e.g., TCs or assistants)

Where You Can Add Collaborators

1. Client Profile Level

Add collaborators directly to a client
They will have:
- Access to My Active Clients
- Ability to edit client-related details

2. Transaction Level

Add collaborators to a specific transaction
Access is limited to that transaction
Available collaborator types:
- TCs
- Assistants
- Vendors

Access Levels by Role

Transaction Coordinators (TCs) & Assistants

Full access to:
- Clients
- Transactions
- Notes & reminders
- Searches and recommendations
Can work across multiple teams using a single login

Lenders

Access to:
- My Active Clients
- Notes & reminders
- Basic client information
No access to transactions
Limited editing (only notes & reminders)

Vendors

Limited access similar to lenders
Can view assigned data but with restricted permissions

Notifications & Emails

Collaborators receive email notifications when:

They are added to a transaction
They are added to one or multiple clients

Examples:

“You have been added to a transaction as an assistant”
“You have been added to clients”

Multi-Team Access

Collaborators (especially TCs and assistants) can:
- Be linked to multiple agents or teams
- Use one email login to access all assigned work

Vendor Reporting

A new Vendor Reporting section is available under reporting
Team leaders can:
- Filter by associates and transactions
- View vendor-related data
Only closed transactions are displayed in this report