Agents & Brokers

Adding Agents/Brokers

1. Click on the “Settings” tab
2. Click on the “Agents and Brokers” sub item
3. Click on “Create New Agent” on the upper right of the list of active users
4. Fill out the user profile with as much information as you wish to display; at a minimum you must enter a first and last name, email address, and password.
5. Enter the agent’s MLS agent ID in the provided field in order to associate their listings with their profile and to display their profile information on their listings.
6. Enter the profile URLs for any applicable social media sites the agent may use in order to display social media icons on the agent’s page which will dynamically link to their social media profiles.
7. If you will be using Live Chat and this agent will be a participant, enter their AIM screen name and Wimzi Key in the appropriate fields.
8. Click “Create Agent” to save this profile

* Make sure that the user’s email signature is filled out – when emails are sent from the system, users’ contact information will be in the body of the email.
** If you wish to display your agent list in alphabetical order, simply click the “Alphabetize Agents” button above the list of users. To use your own custom order, simply use the positioning arrows on the right side of the users table to adjust the position of individual user profiles.

Access Levels

Broker – Brokers have access to All Leads, Unassigned Leads, Agent Stats, Blogger settings, CMS, & site Settings. They also have the ability to manage leads for all agents.

Agent – Agents have access to their own profile and leads and any tools shared with them by brokers or site administrators.

Additional Lead Management Accounts

If you have more than one lead management account, selecting the Lead Management checkbox on any agent profile setup page gives the agent a lead management account. If you are using automatic lead assignment, check the “In the Auto Assignment Queue” box if you want the agent to be included in the automatic lead assignment rotation. **Note: An agent can have a lead management account without being in the auto-assignment queue.

Advanced Lead Distribution

This feature lets the Sequoia platform screen leads for you, giving leads to the appropriate agents based on the property/search the lead is interested in. With this feature enabled, every user who has a lead management account can have their leads defined by what they want to receive, by price range, locations, and property types.

If you have one agent who specializes in rentals, an Admin can set up the agent’s profile to get assigned only rental leads. If you have multiple offices and need to make sure that leads from your website get routed to agents near their desired locations, the system can ensure that your agents only receive relevant leads to their geography. If nobody on your team is a match for what a lead is looking for, Admin can choose to either have them remain unassigned for a broker to manually delegate, let agents grab them, or have them automatically assigned by round-robin.

Applying Advanced Lead Distribution

1. Go to Settings > Configuration > Lead Options
2. Select “Advanced Lead Distribution” and Save Settings
3. Go to Settings > Agents & Brokers
4. Select Edit on the Agent’s name, scroll down to Advanced Lead Distribution and make sure the Advanced Lead Distribution box is checked off.
5. Enter in the criteria for the lead’s you would like the agent to receive (ie. Only single family homes up to $6K)
6. If you do not want the Agent to have Advanced Lead Distribution, unselect the box within their profile.
7. Select Update
8. The agent will now be assigned leads that meet their search criteria. This criterion can be updated as often as possible.

If multiple agents have the same criteria, the leads will be assigned in a round robin order within that group of Agents.

Testimonials

Testimonials are optional content blocks you can use to display client testimonials for any agent or office. To learn how to use Testimonials, please click here.