top of page
Search
Writer's picturePaperless Transactions

Your Agent Portal - How to use it:

Updated: May 26, 2023

Don't waste your time doing double work or searching emails for updates.


On all of your transactions I have given you access to your portal via a program that I use to manage all of our transactions. You can quickly access it here on my website home page on via a link in my email signature line.


Why do you want to access it? All of our contacts for the file our located in the participants tab. All contract information is located in the contract tab. Do you want to know if the disclosures are signed? Are they loaded for your broker to review? You can access the task list to figure out where we are at a glance without having to send redundant emails. Do we have a termite inspection report? You can review docs in your attachment tab. Do you want to know when your buyer's contingency period is up? Want access to key information? Check out the activities tab where I include copies of emails that I think are important to your transactions progress. Are you wondering what you are making on a file? Do you want to know what you could be making this year if you continue building your business at the same rate that you are working on right now?


So wait? Everything is already at your fingers tips? Yes!!! Just a reminder: The program will ask you to verify your email the first time you use it and then you can access at a click each time after that.







Recent Posts

See All

Commentaires


bottom of page