Realtors Tab

On this tab you will first get the name of the buyer's agent. Start by typing in the first name and last name of the agent on the "Search Agent Name" line. A list of names will appear under the search bar. If you see the agent you are looking for, click on their name. If the agent is already in the system, their contact information should automatically fill in. Verify that the agent information is correct - verifying at least the agency for agent's that have common names.

If the agent you need is not already in the system, you will need to click on "+ Add a New Buyer's Agent." You will need:  first and last names, email address, agency name, and cell phone number. If this information is not available during the call, make a note to find it after you are off the call.

Additionally, if the agency is not listed, you will need to add a new agency. This should also be done after the call has ended. Adding an agency is covered on the How To's page.

You will do the same for the Seller's Agent. This should be done after you are off the call.