Invite your Agents

First step in successfully having your brokerage transition 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 up and running.

note

You can access the full article in the following link: Accepting an Invitation - Registering a New account or Connect an Existing account

You can access the full article in the following link: Accepting an Invitation - Registering a New account or Connect an Existing account

Create your Submission Plans

Once the invitations have been sent off, the next step is creating your brokerages submission plans. These are the plans which your agents will be using to submit their transaction documents and complete their assigned activities.

note

You can access the full article in the following link: Creating an Activity Plan with the Activity Plan Builder

You can access the full article in the following link: Creating an Activity Plan with the Activity Plan Builder

Setup your Form Groups

For each transaction there may be a particular set of forms that are used. To save your agents some time in searching for these forms, you can create a Form Group which can be shared with the members of your brokerage. 

note

You can access the full article in the following link: Form Groups - Creating & Sharing within your Organization

You can access the full article in the following link: Form Groups - Creating & Sharing within your Organization

Add or Remove Form

You are able to add or remove a form(s) from a Form Group if you choose. 

note

You can access the full article in the following link: Form Groups- Add or Remove forms

You can access the full article in the following link: Form Groups- Add or Remove forms

Set Preset Values

Additionally, you have the ability to set preset values for each form in your form group.

note

You can access the full article in the following link: Form Groups- Saving & Clearing Form Presets

You can access the full article in the following link: Form Groups- Saving & Clearing Form Presets

note

This is particularly helpful when there are certain brokerage conditions or clauses that are required to be added to a form.

This is particularly helpful when there are certain brokerage conditions or clauses that are required to be added to a form.

Create Custom Clauses and Phrases

As the same reasoning behind creating your Form Groups, there may be custom clauses & phrases that your brokerage members are required to use.

note

You can access the full article in the following link: Form Creator- Adding Custom Clauses/Phrase & Tags

You can access the full article in the following link: Form Creator- Adding Custom Clauses/Phrase & Tags

Import your Brokerage Contacts list

As part of the Back Office team, you will have access to importing your Brokerage's list of contacts.

note

You can access the full article in the following link: Import your Contact list to the Address Book

You can access the full article in the following link: Import your Contact list to the Address Book

Adjust your Member's Configurations (i.e. sharing)

Adjust your brokerage settings to the configuration that best suits your brokerage needs.

note

You can access the full article in the following link: Brokerage Settings

You can access the full article in the following link: Brokerage Settings