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. Go to My Brokerage from your name on the top right
2. On the Org Management, click on Users.
3. Click Invite Agents
4. Fill out the required fields
Plan: You can select multiple options such as the main plan + an add on.
- 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.
5. Click on Invite Agent