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.
2. Click Invite Agents
3. Fill out their information: Full Name & Email
1. From your Profile click on the Team/Brokerage Management Tab.
2. Click Invite Agents
3. Fill out their information: Full Name & Email
If your agent is already registered with NexOne Agent, the invitation must be sent to the email associated with their account
5. Select the members 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.
For Brokerages with a large number of agents, click to import a list of your members to send invitations to.
Once you have sent out the invitation the agent will receive it in his email. The agent must follow the steps necessary to activate there account. Click the link below for instructions on how Agent's access their accounts!