How do I update my new brokerage and have them listed on the referral document (RFA)?

An Agents brokerage information can be updated a few different ways: * Agents can update in their portal under profile which will trigger a new RFA to sign * You can share their edit profile URL link in SF with them and they can access it directly to edit * You can edit it on their Edit profile URL * You can u…

Internal Process Questions

05-Jul-2023

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