Team members are added within a community. When adding a new teammate, you can choose to backfill them to homes that are already Under Contract or Closed — allowing the new team member to be added to all necessary properties in one click.
Steps
Navigate to the community
From the left-hand navigation, expand the Advanced tab, then go to Communities and select the community you want to upload a document to.
Open People
Within the community, open the People tab from the left-hand sidebar, then click the Team tab.
Add the Team Member
Click Add New and select the teammate.
Enable backfill
Check the Backfill to existing transactions within this community checkbox.
Select transaction statuses
From the Select statuses dropdown, choose Under Contract, Closed, or both — depending on which homes they should be added to.
Complete the addition
Click Add to save. The backfill is applied immediately to all matching transactions in the community.
Why it matters
This is especially useful when you're adding a new team member to a community that already has active and closed buyers. Instead of tracking down each transaction individually, you can push team changes to all relevant homes in a single step.
Key notes
The backfill is a one-time action — it can't be applied after the team member has been added.
New transactions added to the community after the addition will continue to include the team member going forward.