Opting in to Warm Transfers

Step 1

After logging into your agent portal, you will automatically be directed to the Dashboard. From the Dashboard, navigate to the upper-right corner drop-down menu.

Step 1 

Step 2

Select Settings from the drop-down menu.

Step 2

Step 3

Once you're in Settings, select the second-to-last option on the left-hand side, Warm Transfer.

Step 3

Step 4

Click Enroll. 

Step 4

Step 5

Select Start.

Step 5

Step 6

To learn about Warm Transfer, navigate through the slides by selecting Next to proceed slide by slide.

Step 6

Step 7

After navigating through the slides, select Opt In upon completion to confirm enrollment.

Step 9