My Account, Users, and Permissions

Agent Profile / My Profile - FAQs
What do the “Agent SMS Availability” sliders control? Sliders control when text messages are sent through the system.  No text messages will be sent out by...
Wed, 8 Mar, 2017 at 8:55 AM
User List and Permissions - FAQs
How do I add a new agent? Select the “Broker/Admin” tab Select the “User List” tab Select the “Add New User” button Input information. Ne...
Wed, 8 Mar, 2017 at 9:42 AM
Lender Integration - FAQs
How can I forward leads over to my lender? Go to Setup - > Finance Options Check the box for Email Lender New Leads Enter your lender's email...
Wed, 8 Mar, 2017 at 7:37 AM
My Account - FAQs
What calendars do you sync with? Currently we are only able to sync with Google.  To complete the connection simply go to My Account - > Calendar Integr...
Wed, 8 Mar, 2017 at 8:30 AM
DNS Changes Required for SSL
In order to comply with changes that are being made by Google with regard to SSL certificates that mark the website as secure in a web browser, we are makin...
Wed, 18 Jul, 2018 at 11:04 AM