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Where can I input the agents DRE (License number)
In SF on the agents details page at the very bottom there is a field that states Agent license number. You can edit the field here and tell the agent it can take up to 48 hours to reflect in their portal.
What if an agent in a Disqualified status wants to come back into the network?
As long as the agent wasn't disqualified for a reason that violated SOLD.com policies, or failure to pay referral fees. The rep can use their best judgment in allowing them back in the network. To reactivate move their Contact Status to Preferred Agent and note the activity.
Sherpa is down, how can I see what zips are available?
First option is you can try using the agent portal via the Guaranteed Display tab . Second option is using SF: You can type in the zip code in the search bar and change the search option to Territories. If you see 2 in the Total Guaranteed Display Agents field then it is sold out, if you see 0 or 1 then you can s…
If an agent has two profiles with referrals on them, how do I merge?
You can create a t icket in Happyfox under Employee IT Help with your name as the contact with all the details about merging the contacts.
Agent Sales Phoneburner Process
Accessing Call queues * Begin your day by logging into salesforce here * Once in Salesforce access your contact list * Find the applicable call list you want to start to dial * Select the people from the list you want to call either using the select all option or individually checking each box. Rememb…
Agent says stop emailing me
If an agent reaches out saying stop emailing me or doesn't want to be in network anymore the below items should be checked first: 1. Are they SGD? 2. Are they Preferred Agent (or Changed Brokerage) - NOT SGD ? 3. Are they in Pending QC or Incomplete or New (any status signifying they've never been onboarded) …
Processing SGD Sales in Salesforce
In order to book SGD Sales follow the below steps * Go the Salesforce Contact for the Agent * Select the ‘Subscription Plan’ based on the Agents choice * Once ‘Sub’ is selected a new window will pop up, click on Payment Methods and select + New Payment Method * Always choose ‘Charge Card’ and click Next. *we…
