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How to Set Up - Create Your Agents

Todd Kivimaki avatar
Written by Todd Kivimaki
Updated this week

Adding your Brokerage companies and Realtors/Agents will allow your clients to log in without having to manually enter their contact information each time they want to order.

Once companies and agents are entered, custom order pages can also be built to allow for custom relationships and for any brokerage deals you may have set up.

To get started, select Create Agent:

Fill out the necessary details :

Select Payment Plan

Immediately – Before Submitting Order

Custom Date- Depends on the setup you created

Before Delivery – Prior to Media Download

Weekly – Weekly Invoicing Schedule

Monthly – Monthly Invoicing Schedule

In this section, you can also enable if they can split the payment

For a video tutorial on setting up an Invoicing method for an Agent:

You may also Click here to know how to import your Agents.


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