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Brokerage Information and Documents

Q:  I want to add my brokerage information and documents.

A:   Go to Brokerage >> Information and Documents

  • Click on Select Action
  • Click on Manage Sub-Categories
  • Click on Add New Sub-Category
  • Select your Category 
  • Name your Sub-Category 
  • Select Role (who can view this Sub-Category that you are creating) 
  • Add office (who can view this Sub-Category that you are creating) 
  • Checkbox can be activated and deactivated 
  • Click on Create
  • Go back to Brokerage 
  • Click on Information and Documents 
  • Click Select Action 
  • Click Manage Items 
  • Add New Item 
  • Select your Sub-category you created 
  • Name your item 
  • *Thumbnail is optional 
  • Select your Roles and Audience (who can view this item that you are creating) 
  • Checkbox can be activated and deactivated 
  • Click on Create
  • Go back to Brokerage 
  • Click on Information and Documents 
  • Click Select Action 
  • Click Manage Items 
  • Click on Edit Item 
  • Click on Add Files

Click here to download Guide: Brokerage Information and Documents (PDF)

Q:  I want to remove a document from brokerage information and documents.

A:  Within a Sub-category, you may deactivate a document for use at a later      time. If you need to delete a document, please contact customerservice@realtyexecutives.com.

 

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