This is available for Pro and Enterprise accounts only.

The agent profile master data section is used to pre-set up options to use in drop down menus on the agent profile page. Examples of how each section can be used are discussed below.

Agent Types

Add different roles that agents can have within your organization and then, in the agent work info section of the agents profile, the role can be assigned to the agent. A default role that agents are assigned to can be set in the default agent type field by choosing one of the agent types created.

License Status

Add real estate license statuses here which can then be selected for an agent in their profile in the incoming license status field.

Experience Level

Add real estate work experience levels here which can then be selected for an agent in their profile in the experience level field.

Agent Source

Add recruiting sources here which can then be selected for an agent in their profile in the recruit source field.

Brand X Companies

Add companies that agents have left your company for and choose the company in the brokerage company field when an agent is terminated.

Termination Reason Code

Add termination reasons here which can then be selected in the reason code field when the agent’s status is changed to terminated.

Did this answer your question?