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Getting Started with Submissions for Agents

Getting Started with Submissions for Agents

Owned by Saransh Singh
Last updated: Mar 20, 2023 by Holley Vosburgh


As an agent you will add your brokerage's plans, your own plans or single activities to your clients and transactions. Completing those activities and submitting the associated documents is fast and easy! Take a look at how to add plans, activities and documents with these two tutorials.

Add, edit and submit activities and activity plans.

Drag and drop documents for submission to your back office.

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