For TC Teams
Run a coordination team without sharing a login.
Collaborate gives every coordinator on your team their own private workspace, plus one shared place to talk, share contacts and see where every file stands. $89 a month for three seats.
A walkthrough of the team workflow, from invite to status report.
What Collaborate gives your team
Everything a small team needs to stay in sync, without putting anyone’s clients in a shared pile.
A team board and direct messages
One place for the whole team to talk: a team board everyone can read, plus one-to-one direct messages. Unread counts show on your Collaborate home so nothing gets missed.
Shared contacts
Share the contacts your whole team works with, like preferred lenders, title companies and inspectors. Each person chooses what to share, and shared contacts show up for everyone.
Invite teammates in a minute
Enter a teammate’s email and they join your team with full Team access right away. No separate payment on their side; it is covered by your subscription. Remove a seat any time.
Everything in Pro, for every seat
Each teammate gets AI contract intake, custom checklist templates, unlimited agent profiles, QuickBooks import and export, the client portal, and the rest of Relay Pro.
A status report for the owner
Download a spreadsheet of where every teammate’s open files stand: stage, checklist progress, closing date, next deadline and anything overdue. Status only, with no prices, client names, documents or messages.
Seats that grow with you
Three seats are included in $89 a month. Add a fourth seat and it is prorated at $30 a month. Remove someone and the seat count goes back down.
How a team works in Relay
Start Team
Pick the Team plan. Three seats are included, so you can bring in two teammates right away.
Invite your coordinators
Add their emails from Collaborate. They sign up or sign in and land on your team with full access.
Talk and share
Use the team board and direct messages to coordinate, and share the lenders, title companies and inspectors everyone uses.
Keep an eye on the whole pipeline
The owner downloads a status report to see every open file, checklist progress and overdue dates. Client details never leave each coordinator’s account.
What stays private
A team is not a shared pipeline. Relay keeps each coordinator’s work and clients separate on purpose.
- Each coordinator’s deals, listings, agents, contacts and documents stay private to their own login, including from the team owner
- Each coordinator invoices their own agents and gets paid directly. Relay never touches that money
- Messages between teammates are only visible to the people in them
- The owner’s status report shows stage and dates only: no prices, client names, documents, messages or contacts
$89 a month for three seats
Each extra seat is $30 a month. Agents never need a seat: the agent portal and client portal are free on every plan.
Working solo? Pro is $39 a month.