The Inspection Support Network

We'll review the changes to the FlexFund process when more than one client is added to the order

Multiple Clients - FlexFund how it works

We detial how the payment request feature changes slightly when more that one client is added to the order.

Multiple Clients - Payment request feature

We'll go over the email event flow when more than one client is added to an inspection

Multiple Clients & Agents- Sending Email Events

We'll go over the SMS event flow when more than one client is added to an inspection

Multiple Clients & Agents - Sending SMS Events

This article covers the new Agent Acquire feature in ISN Mobile

Agent Acquire - Mobile Feature

We'll go through the workflow and how agreements are affected when more than 1 client is added to a single inspection in ISN

Multiple Clients - How Agreements Work

AgentHub for Real Estate Professionals

This article cover's having multiple phone numbers for ISN contacts

Multiple Phone Numbers for Clients, Agents, and Contacts

This article shows you how to apply filters to the Client and Agent screens

Client, Agent, Unscheduled Order Grids - Set Filters

This article shows you how to add a client to a label.

Add Clients to Client Label

This is article will show you how to add new clients into your ISN

Adding New Clients

This article covers the Agent's First Inspection Banner feature of ISN.

Agent's First Inspection Banner

Contacts Photos

This article covers converting your clients into agents or vice versa

Convert Clients to Agents or Agents to Clients

This article covers how to download any of your lists of contacts in ISN.

Download Client or Agent info in ISN

Download Client Database from ISN

This article shows you how to edit a client or agent label.

Edit Client or Agent Label

This article covers merging client data in your ISN

Merge Clients

Review Client Labels Quickly

We'll go through the invoice system for an inspection when more than one client is added to an order

Multiple Clients - How to send Invoices

This article covers instructions on how to avoid common errors when editing a Client or Agent on an existing order

Changing Client or Agent When Editing an Order

This article explains how to edit the client's email address from within the order form.

Edit Client Email Address within Order Form - OFV1

Adding Multiple Clients to an Order - OFV1

What is a Transaction Coordinator, what it is used for, how this feature works

Transaction Coordinator profile

Clients

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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