Home → Broker Account

• 1. Setting Up Your Account
  • 1.1. Sign Up Online
  • 1.2. Setting Up Your First Office
  • 1.3. Adding Your Second Office
  • 1.4. Adding Additional Offices
• 2. Your Profile
  • 2.1. Forgot your password
  • 2.2. Changing your details
  • 2.3. Changing your photo
  • 2.4. Changing your password
• 3. Your Dashboard
  • 3.1. Performance Comparison Chart
  • 3.2. Office Leaderboard
  • 3.3. Your Activity
  • 3.4. Your Testimonials
  • 3.5. Your Profile
  • 3.6. Notification Options
  • 3.7. Customer Escalation Contact
• 4. Office Details
  • 4.1. Including Office Website
  • 4.2. Updating Office Details
  • 4.3. Adding Office Logo
• 5. Office Team Members
  • 5.1. Adding a Team Member
  • 5.2. Editing a Team Member
  • 5.3. Team Member Photo
  • 5.4. Team Member Privilege Access
  • 5.5. Team Member Data Access
  • 5.6. Adding Rental Surveys
  • 5.7. Deactivating a Team Member
• 6. Adding Team Members
  • 6.1. Adding Team Members Manually - One At A Time
  • 6.2. Adding Team Members All At Once
• 7. Communicating With Your Team
  • 7.1. Communicating With Agents
• 8. Notifications
  • 8.1. What are Customer Escalations?
• 9. Communicating With Clients
  • 9.1. Let Them Know A Third Party Survey Is Coming
• 10. Sending Invitations
  • 10.1. Sending Invitations by loading a list
  • 10.2. One at a time
  • 10.3. Uploading a list
  • 10.4. Bounces
  • 10.5. Resending to a Different Email Address
  • 10.6. Changing Survey Language
• 11. Receiving Responses
  • 11.1. Syndication
  • 11.2. Testimonial Review
  • 11.3. Publishing Services
  • 11.4. Quarantined Responses
• 12. Billing
  • 12.1. How often do I get billed
  • 12.2. How do I update or change my Credit Card
  • 12.3. Where can I get a copy of an invoice
  • 12.4. What is your refund policy?
  • 12.5. Why was my card declined?
  • 12.6. Wire Payment Details
• 13. Working With Multiple Offices
  • 13.1. Adding Your Second Office
  • 13.2. Adding More Offices
  • 13.3. Managing Multiple Offices
  • 13.4. Primary Office
• 14. Account Owner
  • 14.1. Changing the Account Owner
• 15. Reporting
  • 15.1. Team Member Reports
  • 15.2. Section Analysis
  • 15.3. Question Analysis
  • 15.4. Testimonials
  • 15.5. System Reports
• 16. Lone Wolf / brokerWOLF - North America
  • 16.1. Lone Wolf - brokerWolf
  • 16.2. brokerWOLF - Loading Your Agents At Launch
• 17. CloudCMA - North America
  • 17.1. Adding RealSatisfied Data To Your CloudCMA Presentations
• 18. Closing your Account
  • 18.1. How do I close my account?
  • 18.2. What happens to my data?