Skip to end of banner
Go to start of banner

AgentConnect — My Network

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this content. View the current version.

Compare with Current View Version History

« Previous Version 21 Next »

Overview

The My Network section is where you manage your real estate Referral Partner relationships in AgentConnect. In the My Network section, you can:

  • Search for real estate agents to send a new invitation

  • See a complete list of connected real estate Partners

  • See a list of pending real estate Partner invitations

When a real estate agent accepts an invitation to My Network, both you and the real estate agent can create flyers for their MLS listings using My Shared Listings. Real estate agents must accept your invitation in order to use My Shared Listings.

This article covers the following topics:

How to Invite a Real Estate Agent to Your My Network

Invitations should only be sent to real estate Partners with whom you have an existing relationship.

  1. Click My Network.

  2. Search to Connect.

    • Search by Name

    • Search by MLS ID#

  3. Filter to the Name and Company of the real estate Partner you want to invite.

  4. Click the + Invite Realtor button.

  5. A popup reading Confirm Invite opens.

  6. Read and confirm you understand the requirements to invite a Partner to your My Network.
    Note: The grey status bar at the bottom of the popup window will turn green as you complete the fields.

  7. Enter the Recipient Email address where your real estate Partner would like you to send the invite.

  8. Enter your initials to confirm.

  9. Click Next.

  10. A popup opens confirming your invitation was successfully sent.

Monitoring Real Estate Partners

There are two main sections of the main screen in the My Network tab: Invites and Network.

Invites

This section shows invitations you have sent to real estate Partners that are pending. Clicking External allows you to view invitations pending to real estate Partners outside of your organization.

Network

This section shows your real estate Partners who have accepted your invitation and completed their profile setup.

Managing Real Estate Partners

Network real estate Partners are listed under one of the following categories:

  • Connections

  • Manual

  • Archive

Connections

The Connections section displays the Pending and Connected real estate Partners associated with the account.

Manual

The Manual section displays the real estate Partners you manually entered into AgentConnect.

Follow these steps to manually add a new real estate Partner.

  1. Click the + icon to open the Manage Realtor panel.

  2. Enter information in all applicable fields for the new real estate Partner.

  3. Click Save to add the Partner.

  4. Click the Archive icon to move the real estate Partner when you no longer work with them.

  5. Click the Edit icon to open the Manage Realtor panel where you can edit the information for the real estate Partner.

Archive

The Archive section displays the real estate Partners who have been archived.

Managing Invites

How to Resend Invites

Click the Refresh icon to resend the invitation to your real estate Partner.

How to Delete a Partner or Cancel an Invite

Click the Delete icon to delete or cancel an invitation.

  • No labels