Set up your organization

We set up every brokerage and team ourselves. This form gives us what we need to do it. Answer what you can. If you are not sure about something, leave it empty and we will ask you. You can change all of it later.

◆About you

Your name

Your email

Your phone (optional)

◆Your organization

Organization name

Brokerage or team

Number of agents

Main admin The person who runs Caveris for your organization. This can be you.

Main admin email

What your agents call their coach

What you call the people they coach

Brand color

Link to your logo (optional)

◆Offices

Your offices or locations One per line. At least one.

◆How your organization earns on a deal

Method

Percentage of GCI

Cap

Coach’s percentage of GCI What a coach earns on each deal of an agent they coach. A program below can set its own.

◆Team split rules

How a deal is split, by where the lead came from

◆Coaching programs

Your coaching programs For example Launch or Momentum, each with the coach’s percentage. If you have one standard program, one line is enough.

◆Points and leaderboard

Agents earn points for their work: 2 for a signed agreement, 3 for a deal under contract, 4 for a closing, 2 for a class and 1 for a lesson. Points feed a leaderboard inside your organization.

Use points

Show the leaderboard

◆Coaches

Your coaches Each coach gets a join code, and their agents register with it.

◆Plan

The plan you have in mind

Pay monthly or yearly A yearly plan costs the same as 10 months and has no setup fee.

Anything else we should know

◆What happens next

Your answers go to our support inbox and are kept with your organization’s setup. We read them, set up your organization, and write to you when it is ready, with a sign-in for your Main admin and a join code for each coach.

This form does not start a plan or charge anything. The Privacy Policy covers this page.