Agent Portal
Admin > Site Settings > Agent Portal Settings The Agent Portal Settings screen allows you to set permissions for the tile you want to show… Read More »Agent Portal
agent commission tracking
Agent Financials Listing
On the Agent Dashboard screen, click the “Show Financials” icon to open the Agent Financials Listing. When the user clicks the icon, the Agent Financials… Read More »Agent Financials Listing
Enrolment Dashboard – Add/Update Agent
Enrolment dashboard > Financial tile > Agent Tab > Add/Update Agent A Financial tile on the Enrolment Dashboard offers functions to add and update an agent linked to… Read More »Enrolment Dashboard – Add/Update Agent
Agent Performance Report Filters
The Agent Performance parameters/filters screen displays two tabs: General and Advanced. The table below shows the filters and their explanation. General Filters Explanation Report Dates This… Read More »Agent Performance Report Filters
Agent Performance Report
Marketing > Agent Performance Report The Agent Performance Report will show you the performance of the agent through the agent’s commission in the report. Agent… Read More »Agent Performance Report
Add/Edit Agent
Agent Dashboard > Agent Profile Tile > Edit Agent Details Icon Marketing Menu > Agent Listing screen > +Agent Button These screens will allow you… Read More »Add/Edit Agent
Agent Search
Marketing > Agent Dashboard > Search Agent This screen will allow you to search for an agent. You can simply type the agent name, Agent… Read More »Agent Search
Agent Dashboard
Marketing > Agent Dashboard The Agent Dashboard screen will give you a history of the Agent with your college. It is comprised of several different… Read More »Agent Dashboard