• Adding an Assisting Agent
• Removing an Assisting Agent
• Notifications and Logs

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Overview

Whenever you need to have another agent step in to cover any activities on your listing, you can choose an agent to act as your Assisting Agent. This agent will be able to take action on any appointments while they are set up to do so, and all actions will be logged on each appointment.

Adding an Assisting Agent

Step 1

Access your Profile.


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Step 2

Scroll down to the Assisting Agent section.


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Step 3

After clicking on the Add Agent button, you can search for an agent either within your office or market by typing in their first name, last name, or agent ID


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Step 4

You are able to have an agent added indefinitely, or for a specific period of time by changing the date range.


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Step 5

Once you click on Save, the Assisting Agent will be added as a co-listing agent to all your listings.


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When you look at the listing worksheet for each of your listings, you will be able to see the agent and their notification preferences


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To Remove an Assisting Agent

Step 1

Access your Profile.


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Step 2

Scroll down to the Assisting Agent section.


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Step 3

If your plans change and you would like to remove the agent, you can do so by clicking on Remove Agent. Once you have done this, the agent will no longer be on your listings..

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Notification & Appointment Log

The Assisting Agent will be copied and noted on all appointment related notifications during this period of time


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All actions taken by the Assisting Agent will be listed on the appointment's activity log for your reference.


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