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Sales Center - Manage Realtor Database (applicable if using Inventory Center)

Sales Center - Manage Realtor Database (applicable if using Inventory Center)

In this article:

About Realtor Database

If you are using Lasso's Inventory Center, you can add realtors/brokers to a separate realtor database within the Sales Center, and then link them to registrants and inventory as needed. They can also be transferred to the registrant database for mass mailing purposes.

Note: If you are not using the Inventory Center, your realtors can be added to the registrant database with a rating that identifies them as a Realtor. They can then be linked to registrants via relationships.

To access the realtor database, in the Sales Center, click Registrants and select Realtors.

Assign Realtor to Registrant

Note: In order to assign a realtor to a registrant, the realtor must already exist in the Realtor database. They can be added via import or on an individual basis.

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

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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.

Unassign Realtor from Registrant

1 – In the registrant profile, in the Realtors section, click on the realtor’s name.

2 – Click Unassign.

The realtor will no longer be listed on the registrant profile.

Import Realtors

If you have a list of realtors that you would like to load into Lasso, you can download the template from the Sales Center, copy your data into it, and then load to the realtor database.

1 – In the Sales Center, click Registrants and select Realtors.

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2 – Click on the Import Outside Realtors icon in the third row of menu items.

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3 – Click on Download Template.

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4 – This will load the template to a CSV file. Open it and save it to your computer, keeping the CSV format. In Row 1 of the template, you will see column headings for the available fields related to realtors.

5 – Beginning in Row 2, copy or enter your data into the appropriate cells for each record. If data is not entered into a cell in the file, the field in Lasso will remain blank.

Note: The First Name and Last Name columns are required fields and must be completed. If there is no data in these fields for any of the records, when the file is loaded, the data for that row will not load into the project database.

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6 – When the import template is complete, save it as a CSV file on your computer.

7 – In the Import File field, browse for your completed import file and select it.

8 – Beside Allow Duplicate Emails, select Yes to allow more than one record containing the same email address to be imported. Select No to allow only the first record to be imported. There could be different realtors with the same email address (e.g. husband and wife team) so it is recommended to select Yes.

9 – Click on the Import icon in the third row from the top.

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If you have completed the template correctly, a message will pop up saying that the import is in progress and you will receive an email notification in your Lasso Inbox when it’s complete.

Add Realtor Company to Realtor Database

Note: If you are adding a realtor to the realtor database and want to associate the realtor to a realtor company, you will need to add the realtor company to the database prior to adding the realtor.

1 – In the Sales Center, click Registrants and select Realtors.

2 – Click Outside Realtor Companies.

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3 – Click Add Outside Realtor Company.

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4 – Enter the company details as needed and Save.

Add Realtor to Realtor Database

Note: If you are adding a realtor to the realtor database and want to associate the realtor to a realtor company, you will need to add the realtor company to the database prior to adding the realtor.

1 – In the Sales Center, click Registrants and select Realtors.

2 – Click Add Outside Realtor.

3 – Enter the realtor's details as needed and Save.

Note: If the realtor company has been added to the realtor database, it will be selectable in the Company field. If the realtor company has not been added, you will need to add it prior to adding the realtor.

Transfer Realtors to Registrant Database

In order to send mass mail to realtors, they need to be added to the registrant database. Lasso provides a Transfer Outside Realtors tool to do this. Once added to the registrant database, the realtors can be identified by the Source Type of Outside Realtor Transfer.

1 – In the Sales Center, click Registrants and select Realtors.

2 – Click on Transfer Outside Realtors.

3 – A box will pop up with two questions:

a) You have selected to copy Outside Realtors to Registrants. Are you sure you wish to continue?

  • Transferring the realtors will add them to the registrant database as new registrants so they will be listed in both the realtor and registrant databases. As registrants, they will be automatically assigned a Source Type of Outside Realtor Transfer and a Rating of N/A.

b) Ignore all Sales Processes when transferring?

  • If there is an automated sales process in place for new registrants, and you do not want the sales process to be activated for the realtors you are transferring over to the registrant database, check the box beside Ignore all Sales Processes when transferring? Leave the box unchecked if you want the sales process to apply to the realtors as new registrants.

4 – Click Continue.

5 – A message will pop up saying the Outside Realtor Transfer is in progress.

6 – You will receive a notification email in your Inbox when the transfer is complete.

Note: During the Outside Realtor Transfer, in order to avoid duplication of registrants each time the transfer is done, the system looks for matching email addresses and does not transfer realtors with a matching email address in the registrant database.

Update/Edit Realtor Contact Details from Registrant Profile

1 – In the registrant profile in the Realtors section, click on the name of the realtor you want to update.

2 – Click Edit Realtor.

3 – Make the necessary changes and click Update Realtor.

Update/Edit Realtor Details in Realtor Database

1 – In the Sales Center, click Registrants and select Realtors.

2 – Pull up the realtor profile by clicking on the name in the list or entering data into any of the search fields.

3 – Click on Edit Outside Realtor.

4 – Update/edit as needed.

5 – Click Save.

Delete Realtor from Realtor Database

1 – In the Sales Center, click Registrants and select Realtors.

2 – There are two ways to delete realtors:

a) In the list, check the box(es) beside the realtor(s) that you want to delete and click Delete above the list.

b) Pull up the realtor profile by clicking on the name in the list or entering data into any of the search fields. Click on Delete in the realtor profile.

3 – A message will pop up asking if you’re sure you want to delete the Outside Realtor(s). Click OK.

Note: If a realtor you want to delete has assigned registrants or inventory, you will be unable to delete the realtor until all associations have been removed. The associations will be listed on the right side of their profile.

Warning:
Deleting a realtor will permanently remove the realtor and all associated details from the project.