Before we start, if you have not yet created a Transaction Coordinator profile or want to know how to assign it to an Agent, click on the next link.
Once the transaction coordinator profile is created they will need to register to their own new RED dashboard and create a password for them, the steps to complete the registration process are listed here. They will be able to find their RED link once they have been added as an agent to your system.
We need the transaction coordinator and the agent to complete the RED registration process for this to work.
You can double-check if the registration process was successful because you'll see a timestamp under the transaction coordinator's profile
Logging in to an Agent's RED as a Transaction Coordinator
The Transaction Coordinator will use the agent's RED link and use the transaction coordinator's email and password to log in and bypass the agent's own credentials.
It is very important to note that once a transaction coordinator is assigned to an agent's profile, they have full access to that agent's Real Estate Professional dashboard. If at any point the transaction coordinator's access needs to be disabled, this can be done by selecting the "X" next to the transaction coordinator in the agent profile for which they no longer need access.
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.