Step 1
After logging into the Agent Portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.
Step 2
Select Settings from the drop-down menu.
Step 3
Once you're in Settings, select the first option on the left-hand side, Profile.
Step 4
Scroll down to select each hyperlink that will direct you to the section in your profile to edit. Completing your profile ensures your account is at maximum referral potential.
*Sign referral agreement - MUST be signed before receiving any referrals.
*Add your location preferences - Your transactions must be uploaded before updating. This is where you'll enable or disable zip codes for your preferences of service areas.
*Personalize your biography - Ensure your about me section is up-to-date and compelling.
*Ask clients for testimonials - Copy and paste third-party reviews from past clients to reflect reviews on your public profile.
*Add awards - Be sure to keep your achievement and accomplishments up to date.
*Upload past transactions - Our system relies on recent historical sales to find the best matching agents for our clients. Account must have a minimum of 15 sales within the last 24 months to receive referrals. Sales should be uploaded regularly, at least once a quarter. High volume agents should consider updating once a month.
*Specify your referral settings - Make sure we are sending referrals that are a good fit for you by adjusting your preferences. This includes accepted referral types and pricing preferences.
*Ask your clients for reviews - Share the provided personalized link with clients to direct them to your public profile so they can leave you a review.
*Add certifications - Be sure to include any certifications you have.
*Upload a profile picture - Put a face with the name!
