How do I invite Agents to my brokerage?

Admins can invite agents to the brokerage account by following these steps:

  1. Expand “Brokerage” from the left panel and choose “Users”
  2. Click “New” on the top right of the page and select “Invite”
    1
  3. Confirm the office which the agent will be added to
  4. Select the role/permissions this new agent will possess
  5. Create a custom message for the agent
  6. Click “Add” to insert the agent’s first name, last name and email
  7. If you have a list of agents listed in a spreadsheet, simply use the “import” option and upload the list into DealTap then send the invite to all
    2
  8. Once you click on “Add” you will be asked to insert the agent’s information
  9. When ready, click the bottom “Send” icon
    Screen Shot 2017-01-13 at 10.10.32 AM