To create a new survey:
Open a firm/closing transaction and select “Send a survey” on the right-hand side.
A new window will appear and you must make a selection:
On behalf of: Select the agent (if more than one from your office, repeat this process after the first one has been sent)
Select a client from the list. If you would like to add an additional client, click on “add a recipient”
The email section must be completed in order to send the survey.
Select type of client and language
Send
