Setting up Your Brokerage

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.

You can access the full article in the following link:

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.

Setup your Form Groups

Add or Remove Form

Set Preset Values

Create Custom Clauses and Phrases

Import your Brokerage Contacts list

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