Teams and Co-listing agents

Teams and Co-listing agents

Note: by default, if your listing is uploaded with a co-listing agent, you do not need to form a team with them in order to direct messages to them.

If you have uploaded your listing with a co-listing agent, you can skip to Setting up Listing Dispatch, without forming a team first.

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.

For more information on Touchbase teams, you can watch this tutorial video.

Setting up Listing Dispatch

In your Touchbase Settings, click on Listing dispatch.

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

The icons along the top represent the different kinds of messages you can send in Touchbase.

Click on Co-listing agent (2). This will take you to another page where you can activate each message category at the top.

Simply click on Always for each category of message then hit Save at the bottom.

PLEASE NOTE: If you set this up in your Touchbase settings, 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.

For more information on setting up the listing dispatch, you can watch this tutorial video.