When scheduling an order using Order Form V2, you can add up to 5 buyer's agents and up to 5 seller's agents.

Each agent profile will have the same features as a single agent profile — including receiving automated communication from the Email and SMS system.

Before adding more than one agent to the order, you have to add a new agent or search for an existing one by navigating to the Buyer's agent or Seller's agent section (1) and clicking on "Add Buyer's Agent" or "Add Seller's Agent" depending on which type of agent you are adding (2). From there, you can search for an existing client or enter the new agetn's information (3). Remember to save your selections using the "Save" button on the top right (4):

Once you have filled in and saved the Agent information, you will see the same "Add Buyer's Agent" or "Add Seller's Agent" option which will allow you to add another agent profile:

The "Add Buyer's Agent" or "Add Seller's Agent" option will appear every time you create an agent profile in the order.

At the top right, you will see the Review button in the Order Form:

In the Review tab, the agents will be numbered and concentrated in the Agent section, displaying each contact's details:

Order View:

The Order View will display the list of agents involved in the order with their contact information, notes, and labels (if included):

Scheduled and Unscheduled inspections list:

In the Scheduled and Unscheduled Inspection lists, only the primary agent will be displayed in the Agent column (this is to save space):

By default, the system will define the first profile added as the Primary Agent. If you want to change the primary agent, click on the button "Set as Primary Agent" located at the far right side of the agent's profile. This will move the new Primary Agent's information to the top of the Agent list.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.