Instructions

Adding an Agent
Adding an agent is a 2 step process, 1-Adding the agent and 1-Mapping the agent. Select "Agents" from the upper navigation menu. Select the u...
Wed, 9 Dec, 2020 at 12:51 PM
Copying an Agent Plan
To copy an Agents template, start by selecting "Offices" in the upper navigation bar. Then on the left-side panel, under the "Setup"...
Fri, 23 Aug, 2019 at 10:12 AM
Adding and Mapping a New Agent
Adding an Agent –   (Adding an agent is a 2-step process, 1: Adding the agent and 2: Mapping the agent)  Select “Agents” from the upper navigation...
Mon, 22 Mar, 2021 at 3:53 PM
Check Alignment
  We can help align our check images to your check stock, but want to check first to see if you need an adjustment. If you could please follow the inst...
Wed, 9 Dec, 2020 at 12:55 PM
agent.EZ - overVIEW
Fri, 18 Jun, 2021 at 9:14 AM
Creating a Buy Side Contract
Buy Side Closing – With Escrow  Select “Contracts” from the upper navigation drop down menu.    Select the + sign, the universal add button...
Wed, 9 Dec, 2020 at 1:02 PM
Accept Your First Payment from broker.EZ (checkbook)
Tue, 22 Jun, 2021 at 2:50 PM
Creating a List Side Contract
List Side Closing  Select “Contracts” from the upper navigation drop down menu.    Select the + sign, the universal add button.    ...
Wed, 9 Dec, 2020 at 1:52 PM
agent.EZ PUSH Report overVIEW
Fri, 18 Jun, 2021 at 9:14 AM
Creating a Billing Template
Select “Agents” from the upper navigation menu. Then select the green “Go” button.     Find the Agent you would like to add or edit a template for. H...
Wed, 9 Dec, 2020 at 1:57 PM