CORE Team Add-on Basics - Agent Users (not admins)
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      3. CORE Team Add-on Basics - Agent Users (not admins)

      Agent Users: Being Added to a CORE Team Add-On

      This article outlines what happens when your agent user account is added to a CORE Team Add-on. What you should be aware of and what options are available to you.

      Important Lead Ownership Rules To Understand

      When you are on a Team, you will see your leads (we call these Agent owned leads) and leads owned by the Team if they are assigned to you (we call these Team owned leads).

      1. Leads you “own” stay with you if you leave the Team. They are your leads and you can do with them as you wish.

        1. Leads you may own would include leads generated directly from your agent kvCORE website, leads or contacts you directly import into your kvCORE account, lead generated from other sources that are specific to your agent user account.

      2. Team owned leads do not belong to you

        1. Team Admis can remove or reassign any leads that are set at team ownership.

        2. The Team leader/ Admin can decide to move, transfer, and/or reassign Team leads at any time.

        3. If you "export" your leads, the Team leads WILL NOT be in that export. 

          1. Exports will only contain leads that you own.

        . 

      Is it not recommended that you "transfer" ownership of a lead unless you genuinely don't want to work that lead anymore.

      When you transfer ownership of a lead to someone else, that person now owns that lead and has control over who works it and what happens with it.

       

       

      Who Can View Your Leads

      1. When you are on a Team, your Team Admin or Team Leader can view and contact (email, text message, etc) all of your leads and all of the leads assigned to you.

      2. If you don't want your Team Leader or Admin to view or contact your leads, you will want to make your leads Private.

      Account Access

        At eXp Realty, even if you are on a Team, your account is your account.

      We do not recommend giving your kvCORE username and password to anyone for any reason.

      Giving your username and password to someone puts all of your leads and your account at risk.

      If something happens, like all of your leads are transferred to another Agent, eXp and kvCORE have no way of reversing this.

      That is why is it critically important that you keep your account details secure. 

      Questions or Concerns?

      If you have questions or concerns about the Team you are joining, make sure you seek out advice as soon as possible.
      It is important that you have a good understanding of what the expectations are from the Team you are joining.
       
      Here are some great questions to talk with your Team Admin about
      1. Does the Team allow you to keep your leads private?
      2. Will the Team be reaching out to leads you own?
      3. Will the communications from the Team or from you?
      4. What happens when you leave the Team?
       

      It is important to note the Tech Support Team does not get involved in any Team or lead ownership disputes. Please make sure you read and understand everything listed above before agreeing to join a Team.