Power Sessions — The Dos and Don'ts of Teams: Firewalls, Agency and Advertising (11/2/2026)
Five Star Real Estate
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Power Sessions — The Dos and Don'ts of Teams: Firewalls, Agency and Advertising (11/2/2026)
6 просмотров · 4 дн. назад
Five Star Real Estate
420 подписчиков
6 просмотров · 4 дн. назад
On a team, about to join one, or thinking of starting one? Here's how to keep your supervision, your firewalls and your advertising on the right side of the rules.
The broker support team works through what trips teams up most often. A team isn't a separate brokerage: your team leader is your first line of defense, but the broker stays responsible for supervision, and a team that operates as if it's on its own creates real problems. From there it's designated agency on a team and what it takes to honor it: a firewall between the listing side and the buyer side, in team meetings, on the phone and in your transaction platform, where one wrong click can hand someone access to everything in the file. You'll hear when a team leader's name needs to be on the paperwork, how a team leader gets proper access, and what changes when someone on your team brings a buyer to a team listing. The second half is advertising: why your brokerage's name has to follow your name and your team name wherever they go, what belongs in your team agreement, whether team members can have their own signs, and why AI makes great marketing easy without changing a single rule.
What's covered:
• A team isn't a separate brokerage, and the broker is still responsible for supervision
• What designated agency asks of a team
• Keeping a firewall in team meetings, on calls and in your transaction files
• The difference between adding someone to a file and adding them to your team
• When a team leader's name needs to be on the agreements
• Who can see a client's file, and how to disclose it when others can
• Why your brokerage's name has to follow your name and your team name
• Using AI for your marketing, and why what it makes is still your responsibility
• Running your advertising past the design team and broker support first
Chapters:
0:00 The dos and don'ts of teams
1:18 A team is not a separate brokerage
2:56 What designated agency means on a team
3:44 A listing agent and a buyer's agent on one team
4:22 Who can see the contracts
5:26 Disclose it when others will see the file
7:02 When the team leader's name goes on everything
8:42 The firewall in team meetings
9:47 The firewall in your transaction platform
10:55 Add a person, not a team member
13:10 Starting a team: how a team leader gets access
14:30 Adding someone to a file versus adding them to your team
15:12 Co-listing, supervision and a buyer from inside the team
17:26 Broker ID: your brokerage's name follows you
20:04 Can team members have their own sign?
21:00 Whose phone number goes on the sign?
21:57 The brokerage's address or phone on everything
26:36 Using AI for your advertising
27:57 Quick recap: agency, credit and confidentiality
28:32 Broker support is here for you
Questions answered:
Q: I'm on the same team as the agent on the other side of my deal. What do I need to do?
A: Keep a real firewall. Don't share a client's motivation, urgency or anything else confidential, whether it's in a meeting, on a call or in your transaction file. If the way your team works makes that impossible, change how it works.
Q: Can my team members put their own logo on their listings?
A: Not while they're on the team. Team members advertise under the team and its supervision. If someone wants their own brand, that's a sign they may be ready to go solo. Either way, the brokerage's name still has to be there.
Q: I made a great ad with AI. Am I done?
A: Not yet. Give it your brokerage's logo and your team's, make sure the brokerage's contact information is on it, and check it yourself. If it isn't compliant, that's still on you, so ask broker support if you're not sure.
Note: this conversation covers team and advertising scenarios for training purposes and is not legal advice. Bring specific situations to broker support or to counsel.
Session: Power Sessions, recorded November 2, 2026
Hosted by the Five Star Real Estate broker support team.
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More Power Sessions: • Power Sessions 2026