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Broker and Administrator Guide
BUYER SIDE
Main Header
Agent Dropdown Box – BROKER ONLY
This dropdown allows you to alias into any of your agents’ personal Team
Leads accounts. By having this accessibility you can oversee their entire
activity level and manage without being seen.
Please note: After aliasing in an agent’s account you must log
back in to access your account again.
Lead Search bar
This lead search bar is available on every page of our system for easy access
to any leads profile page. You have the ability to search by lead name,
phone number or email.
Welcome Icon
Here you will see the different views you have access to as well as the
settings and log off button
Help icon
The right hand side of the header allows you to input a support ticket when
concerning a: question, suggestion, adjustment, etc. Upon submission you
will receive an email with the ticket details. Additionally, the information
will display on the page upon clicking submit.
Upon completion of the ticket by the Team Leads staff you will receive an
email notification that it has been closed. Submitting a ticket is the quickest
way to get in touch with our team. The left hand side of this box is for
contextual FAQ's/Glossary to try and assist in any questions you may have
prior to putting in a trouble ticket.
Please note: Based on the page you are on when you submit
the ticket we will list common questions and answers.
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