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1. From your Profile click on the Team/Brokerage Management Tab.
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1. Go to My Brokerage from your name on the top right
The first step in successfully transitioning your brokerage to paperless is for your members to embrace the mentality. Teamwork makes the dream work! Below you will find instructions on how to send out invitations to get your members on board.
1. From your Profile click on the Team/Brokerage Management Tab.
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1. Go to My Brokerage from your name on the top right
1. From your Profile click on the Team/Brokerage Management Tab.
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1. Go to My Brokerage from your name on the top right
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2. On the Org Management, click on Users.
3. Click Invite Agents
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4. Fill out their information: Full Name & Email
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If your agent is already registered with NexOne Agent, the invitation must be sent to the email associated with their account |
First Name
Last Name
Email
Plan: You can select multiple options such as
the main plan + an add on.
Role:
- Owner: For the Owner of the brokerage.
- Delegate: For a Broker, not necessarily an owner.
- Transaction Manager: For Admins & Back Office staff.
- User: For Agents.
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5. Click on Invite Agent
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