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Assign Realtor to Registrant

Assign Realtor to Registrant

Note: In order to assign a realtor to a registrant, the realtor must already exist in the Realtor database. See Add Realtor.

1 - In the registrant profile, click Actions and select Realtor in the dropdown.

realtor.gif

2 - In the Realtor Search field, start typing the realtor's name (first or last) and select the appropriate realtor from the list that comes up.

3 - The selected realtor's name and details will appear. Click Assign Realtor.

Once linked, the realtor will be listed in the Realtors section of the registrant profile.

Note: When a unit of inventory is purchased, the realtor that is associated to the purchaser in the registrant database is automatically linked to the contract.

 

See also: