How to Enter a New Agent from another Brokerage

Contact Finder – search for the agent, if they are not in the system, select New Individual

Contact tab:

• Enter their contact information – name, address, phone numbers (or verify if they are already in the system).
• Roles – select the Roles menu item, if Agent does not already have a check beside it, click on it
• Save

Relationships tab:

• Verify that they don’t already have relationship with a brokerage.  If not, set the filter to Brokerages; click on the + at the bottom of the grid to add a new relationship.
• Enter the brokerage the Agent is associated with in the contact finder field.
• Start date will default to the Current date. You may need to Adjust the start date according to the dates in the deal, (sale date and List Date)