When having a new agent joining joins your brokerage, you do not, most of the time , you won’t need to manually create him/her an account. As a matter of fact, NexOne automatically creates an account for the agent using the information we receive from the board. !
You can follow these steps in order to find and activate the agent a new agent’s account:
When logged in to your admin account, go to the Agent Agents tab and search for the agent using the search filters
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It is important to select the filter “All statuses” before lunching the search, the new agents will have the ‘'Imported’' or ‘'Pending,’'status. |
2. When you find the agent’s account, click on the name to open the account profile and Click click on “Activate agent” in the right menu.
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3. Verify the email address that displays and if it’s correct, click on send.
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4. An Email email containing information to activate the account will be sent to the agent and he/she will be able to complete the activation of the account.
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These steps are valid if the status of the account is “Imported” or “Pending” |
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