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Get Started/Account Setup

  • Loan Officers Get Started

    To skip to a specific section of this article, click the links below. Inviting Agents Generating Leads ...

    Sep 21, 2016 10:26AM PDT
  • Agent Billing

    Click here to download our Agent Billing and Pricing PDF, or skip straight to the Agent checkout training vid...

    Jan 31, 2017 02:28PM PST
  • Agents Get Started

    Get Started Checklist Activate account Your Profile Default Settings Import Listings Welcome...

    Sep 21, 2016 12:19PM PDT
  • Inviting Agents and Sponsorship Changes

    Use these links to skip to specific sections of this article: Send a sponsorship change Invite an manual ...

    Oct 14, 2016 10:00AM PDT
  • Agent Default Settings

    When first setting up an agent account, it's important to fill out the Agent Profile and Default Settings page...

    Oct 19, 2016 01:49PM PDT
  • How to market to Agents

    Click the links below to skip to specific sections of this article. Suggested call script Automatically g...

    Jan 19, 2017 02:38PM PST

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