Adding/ Creating New Agent using Agent Manager

Amber Sabio Updated by Amber Sabio

This article will show you how to Add & Create New Agent Profile using the agent manager.

With the NEW Agent Manager feature for our Office Builder / Broker Pro subscriptions, you would now be able to:

  • Easily onboard, support and collaborate with your Agents!
  • Invite Agents to your Broker subscription with Placester.
  • Manage all your Agents and their information across their Placester account and website as well as the Offices displayed on your main Broker site.
  • Easily add Agents to your Roster or CRM lead routing.
  • Create templates for your Brokerage, duplicate them and assign them to an Agent.

Please note: This feature is only available through our Office Builder / Broker Pro subscriptions. If you would like to learn more about this subscription, please check out our packages and pricing page.

Check out our video about the all new Agent Manager.

Adding New Agent

Adding or Creating a New Agent profile/ user is one of the features that are available in the agent manager section. In order to proceed, you can simply go to Agent Manager and under the User /Agents section.

In the User section, you'll see a list of agents you have already added and invited to your office builder/ brokerage account and their status.

All agents details on the user/ agent section are available and synchronized on your customizer section when creating an agent page or using the agent index template.

To proceed, simply click the add new user/ agent button and fill in the needed details of your new agent.

Once done, simply proceed by selecting the Add User button. Automatically, the details provided and agent profile will be added to your agents/ user list.

Need More Help?

For questions, concerns or feedback, please chat with our team:https://app.placester.com/chat

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