Your Brokerage may assist busy or less tech-savvy agents by creating their files. Follow the instructions below to help them get started as an Admin!
Instructions
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Create the Client, then Transaction to build the Agent’s file
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Upload necessary Documents
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Click on the Details in the Contact Info section
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At the bottom left drop down list, change ownership of client to Agent. Then click “Save All Contact Information”
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You can choose to keep the client shared with you by leaving the check box “Change ownership and continue sharing with me”, otherwise UN-check to lose visibility.
As an Admin, you are able add Activity Plans, Fill out Trade Record, and submit Activities on behalf of agents.
Stop Sharing an Agent’s Client/Transaction file
You may have changed ownership and maintained sharing. Follow the instructions below to remove visibility to the agent’s file.
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Click into the Shared folder, open the agent file, and then click Sharing
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Click on the trash icon to remove the shared Client
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Refresh your page!