Teams and Co-listing agents

When more than one agent co-lists a property

If you work in a team and/or co-list a property with one or more agents, Touchbase's Listing Dispatch can accommodate you.

The first step is to ensure your team is properly set up:

1. In your Touchbase app, select Settings in the main menu. Then, select My team.
2. If you do not see all of your team members, click on Add a team member.
3. Type in the name of your team member in the search bar, select their name, and then click Save.
4. Each of your team members will need to open this section in their app, click on your name under My team and Approve you as their team member.
5. Once every member has approved every other team member, you will be able to set up your Listing Dispatch.

Setting up Listing Dispatch

This part of the set up needs to be done on a computer as this feature is still in the process of being migrated to the mobile version.

Once you are logged into Touchbase, click on Touchbase classic at the bottom of the main menu on the left of your screen.

To set your second listing agent up to receive messages, you'll need to modify the grid:

Along the line for the second listing agent, change all the boxes labelled Never to Always from the drop down and Save.

PLEASE NOTE: If you set this up under the Profiles tab, these settings will apply to all of your listings.

To modify the dispatch settings for an individual listing rather than the default for all listings, use the Listings tab on the left-hand menu. Select the correct listing and follow the same steps as above. Make sure to click Save.