Berkshire Hathaway HomeServices The Preferred RealtyBerkshire Hathaway HomeServices The Preferred Realty

Agents

Invite agents, see who has added their info and photo, and remind the ones who have not.

People

PersonRoleStatusSign infoProgress and code
Morgan Lee (you)morgan.lee@example.com · 555-010-0101
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Active——
Alex Morganalex.morgan@example.com · 555-010-0142
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
ActiveCompleteGS-QR-1041
Jordan Pateljordan.patel@example.com · 555-010-0177
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
ActiveCompleteGS-QR-1042
Casey Nguyencasey.nguyen@example.com · 555-010-0163
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
ActiveMissing: photoGS-QR-1043
Riley Brooksriley.brooks@example.com
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
ActiveMissing: phone, license number, photoGS-QR-1044
Taylor Kimtaylor.kim@example.com
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
InvitedWaiting for the agentGS-QR-1045

Progress dots: Joined → Info added → Photo placed → Agent set ordered → QR destination set. Deactivate is the only way to remove someone, so their history stays. Their QR code then points to the office site.

Invite an agent

Close

The invite email asks the agent for their name, phone, license number, and photo. Each agent gets their own QR code.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Review the reminder message.

To: casey.nguyen@example.com

From: GarageSnaps for The Preferred Realty

Your garage sign still needs photo

Hi Casey,

Morgan Lee is setting up GarageSnaps signs for the office. Your sign cannot print until you add: photo.

You can do it on your phone. You place your photo on the sign yourself and see the proof before anything prints.

Finish my info
CloseSend reminder

The person will no longer be able to sign in. Their info and order history stay. Their QR code will point to the office site.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.