TeamBuilder Software Features

1. Add Prospect Form (for Agents and Brokers)
   
   
2. Registration Approval (for Branch/Office Managers)
   
   
3. Automated Email Communications
   
   
1. Confirmation Email (to Sponsor & Office Manager)
   
   
2. "Welcome" email (to Prospect)
   
   
3. Hire Email (to Prospect) & Congratulations (to Sponsor)
   
   
4. Prospect Tracking
   
   
1. Contact Info, Sponsor Info & Destination Office
   
   
2. Status & Expiration Date
   
   
3. Notes (can be added by anyone helping recruit)
   
   
5. Automated Reminders (customized to each TBS user)
   
   
1. System Alerts - notification within software
   
   
2. Email Reminders - sent according to schedule, set by you
   
   
6. Reporting Dashboard - Column & Graphical Reports
   
   
1. Performance - Registrations and Hiring
   
   
2. Inventory - Registrations, Expirations and Hires
   
   
3. Trends - Performance & Inventory
   
   
4. Vs Goals - Performance & Inventory