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How to disable FlexFund for specific agents in ISN
How to disable FlexFund for specific agents in ISN
Elsi Cano avatar
Written by Elsi Cano
Updated over a week ago

This guide will walk you through the steps to restrict the addition of FlexFund to an agent's inspections within ISN. Follow the steps carefully to ensure the restriction is applied correctly.

1. Navigate to the Agents Section

  • Go to the Cliente/Agents/ Agents /Agents section.

2. Access the Agent's Profile

  • Once in the Agents section, locate the agent in the list on your dashboard.

  • To access the agent's profile, find the pencil icon on the right side of the agent's row.

  • Click on the pencil icon to edit the agent's profile.

3. Modify Agent Settings

  • Within the agent's profile, locate the option titled "Do not allow FlexFund to be added to any of this agent’s inspections" found below the agent's details.

  • Enable this option by checking the box.

  • Scroll to the bottom of the page and click the Save button to apply the changes.

System actions upon enabling this function

When this function is activated, the system will perform the following actions:

  1. Order Form - Services section before agent information:

    • If "Pay at Close (FF)" is selected in the Services section before entering the agent information, the system will disable the ability to add this agent to the order.

  2. Order Form - Agent information before services:

    • If the agent information is entered before selecting the services, the system will deactivate the "Pay at Close (FF)" checkbox in the Services section.

  3. Online Scheduler:

    • The option "Pay at Close (FF)" will be removed from the Online Scheduler if this agent is selected in the system's workflow.

  4. Payment Page:

    • The "Pay at Close (FF)" option will be removed from the payment page.

By following these steps, you will ensure that the selected agent cannot have FlexFund

added to any of their inspections.

For questions or concerns related to FlexFund

Call: 1(800) 608-7363

Need more help?

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

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