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
TEAMS help guide
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
Agent Pending payment – Business Rules
Before using the pending payment welcome screen or processing any pending payments, there are several important business rules that you should follow to ensure… Read More »Agent Pending payment – Business Rules