Michael P.
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Articles
Recent activity by Michael P.-
Adding an Agent
Adding an agent is a 2 step process, 1-Adding the agent and 1-Mapping the agent.Select "Agents" from the upper navigation menu.Select the universal add symbol (+ sign) Select the office the agent w...
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Copying an Agent Plan
To copy an Agents template, start by selecting "Offices" in the upper navigation bar.Then on the left-side panel, under the "Setup" menu, select "Copy Templates."Select the Agent who's template you...
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Adding and Mapping a New Agent
Adding an Agent – (Adding an agent is a 2-step process, 1: Adding the agent and 2: Mapping the agent) Select “Agents” from the upper navigation drop down menu. You can add a new Agent by ei...
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Check Alignment
We can help align our check images to your check stock, but want to check first to see if you need an adjustment. If you could please follow the instructions below and let us know if something n...
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Creating a Buy Side Contract
Buy Side Closing – With Escrow Select “Contracts” from the upper navigation drop down menu. Select the + sign, the universal add button. Search the MLS data/other Transaction Management Sy...
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Accept Your First Payment from broker.EZ (checkbook)
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Creating a List Side Contract
List Side Closing Select “Contracts” from the upper navigation drop down menu. Select the + sign, the universal add button. Search the MLS data/other Transaction Management System. If t...
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agent.EZ PUSH Report overVIEW
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Creating a Billing Template
Select “Agents” from the upper navigation menu. Then select the green “Go” button. Find the Agent you would like to add or edit a template for. Highlight their name so the line turns blue. On th...
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How to Invite Agents to agent.EZ