If you have joined BrokerEngine recently, you may not see the option to create Assigned Teams. We have replaced this feature with a more powerful Team Roles functionality. Users who joined BrokerEngine previous to the introduction of Team Roles still have access to the Assigned Teams functionality so as not to disrupt their workflow setups. We encourage all users to switch to Team Roles, as it offers all the same functionality as Assigned Teams, plus additional benefits.
The Assigned Teams tool helps brokers increase productivity. By delegating responsibility for routine tasks and processes (e.g. paperwork, follow-ups, or checklists), brokers can spend more time on high-value activities, like loan structures and prospecting. Another benefit is scaling. With a team structure in place (e.g. off-shore or in-house), brokers have more time to grow the business by increasing monthly settlements.
Contents
Prerequisites
None.
Video walkthrough
Learn how to create and assign teams.
Creating a team
Click the account icon in the bottom left corner of the page (with your initials).
Click Settings > Teams.
Click the Add Team button.
In the New Team window:
BrokerEngine adds the team to the list on the Teams page.
Using the checkboxes
Subscribe to Notes Feed: If checked, all team members receive an email when someone adds a note to a card assigned to the team.
Route emails To Team (not Broker): All emails generated by a triggered workflow template are sent to the assigned team instead of the broker. This option is normally enabled.
Adding team members
What is the optimal team size? That depends on your priorities and the setup of your team. One person per team is recommended if you value individual accountability.
Creating a team with multiple members works well if your workflow, management structure, and training support a bucket approach to task management (e.g. the next available team member takes charge of the next task). Although more time might be required to train and support the team in the short term, the long-term upside is the potential for greater efficiency.
Assigning a team
To assign a team to a lead or deal:
Open a lead or deal card in full view mode (double-click the name on the card).
Go to the left-hand menu and select Overview > Team.
Click the Assigned Team tab.
Click the Select existing Team field, choose an option, and click Assign Team.
Go to the bottom of the page and click Save.
Optionally, you can create a new team here. Enter a team name and follow the steps described above.
You can configure a workflow template to auto-assign a team to a specific task. Click here to learn more.
Editing a team
To update team settings:
Click the account icon (with your initials or profile picture).
Go to Settings > Teams.
Locate a team and click the team name. A pop-up displays.
Make changes.
Click the Update Team button.
Filtering a board
Use a filter to find leads or deals assigned to a specific team.
Click the Filter icon in the top right corner of the page.
Check the Assigned Team box.
In the pop-up, select one or more teams.
Click the X icon to close the pop-up.
The page displays boards with cards assigned to the selected team (or teams).
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