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.
Select Settings from the drop-down menu.
Once you're in Settings, select the first option on the left-hand side, Profile.
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.
*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!