Clients, Agents & RED
Manage your clients, agents and agencies, and give real estate agents access through the Real Estate Dashboard.
90 articles
- Multiple Clients - FlexFund how it works
- Multiple Clients - Payment request feature
- Multiple Clients & Agents- Sending Email Events
- Multiple Clients & Agents - Sending SMS Events
- Agent Acquire - Mobile Feature
- Multiple Clients - How Agreements Work
- AgentHub for Real Estate Professionals
- Multiple Phone Numbers for Clients, Agents, and Contacts
- Client, Agent, Unscheduled Order Grids - Set Filters
- Add Clients to Client Label
- Adding New Clients
- Agent's First Inspection Banner
- Contacts Photos
- Convert Clients to Agents or Agents to Clients
- Download Client or Agent info in ISN
- Download Client Database from ISN
- Edit Client or Agent Label
- Merge Clients
- Review Client Labels Quickly
- Multiple Clients - How to send Invoices
- Changing Client or Agent When Editing an Order
- Edit Client Email Address within Order Form - OFV1
- Adding Multiple Clients to an Order - OFV1
- Transaction Coordinator profile
- Real Estate Dashboard (RED) vs Online Scheduler
- Agency Labels
- Create a Client or Agent Label
- Client History
- List of Inactive Agents
- How are Agencies, Agents, and Orders related?
- Agency Relationship Manager (ARM): Agencies
- Agency Relationship Manager (ARM): View Detailed Reports
- Agent History
- Agency Relationship Manager (ARM): Route Builder
- How to view all of the Inspections for an Agent
- How to Use the Agent Alert Feature
- Remove Agent Photos
- Add Multiple Agents to a Label at Once
- Add or Edit an Agency
- Agency Relationship Manager (ARM): To-Do View
- Agency Relationship Manager (ARM) - How to Enable & Required Permissions
- Alarm Leads By Agent
- Download Agent Database from ISN
- Downloading Agency Data
- Downloading Specific Agents
- How Do I Add Two Agents to One Inspection Order?
- How to add Insurance Agents/Companies to your order form
- Merge Agents
- Merge Agencies
- Track Specific Agents in Agencies
- View Deleted Agents
- How Come Agents Can't Move On After Picking a Time in the RED on an iDevice?
- Show Agent Stats on Order View
- Downloading an Agent Roster (of an agency)
- Agency Relationship Manager: Assigning Agencies to a Rep
- Insurance Agents in Online Scheduler
- Agent Statistics from the Order View
- Creating/Deleting Agent Teams
- Add Agent Photo
- Downloading Agents (Exporting Agent Information)
- Add Agent to ISN Database
- Print mailing labels from your Client/Agent list
- Agency Relationship Manager (ARM) Overview
- Agency Actions
- Interacting With My Clients and Agents
- How to turn on the Repair Request feature for your agents
- Override Who the Email is Coming From for Attachments
- Report Emailing Options
- Set When Clients/Agents become Active/Inactive
- Agent and Agency Display Options
- Customize Agreement Welcome Message
- Enable Private Agent Notes
- Prevent Report Viewing without a Signature and Payment
- Update Agent Label Name
- Report Link Availability
- Adding Items to a Repair Request List
- R.E.D Registration Process
- Sending the Real Estate Professional Dashboard in a Mass Email to Your Agents
- Zip Code Filtering Setup for RED
- Delivering RED link to agent via email
- Real Estate Dashboard - Enable Banner Message
- Real Estate Dashboard - Enable Order Notes
- See when an agent last used their RED link
- Real Estate Dashboard - A step by step tutorial
- Real Estate Dashboard (RED): Setting it up on an Agents Phone (Android or iPhone)
- Real Estate Dashboard: Introduction for Agents
- Transaction Coordinator access to the Real Estate Dashboard
- Logging into your Agents RED
- Real Estate Professional Dashboard (RED)
- Real Estate Dashboard and Mass Email Marketing