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Broker Account
Broker Account
Common questions for Account Owners and Administrators
1. Setting Up Your Account
1.1. Sign Up Online
1.2. Setting Up Your First Office
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. Agency Leaderboard
3.3. Your Activity
3.4. Your Testimonials
3.5. Your Profile
3.6. Notification Options
3.7. Customer Escalation Contact
4. Agency Details
4.1. Including Agency Website
4.2. Updating Agency Details
4.3. Adding Agency Logo
5. Agency 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 Admins
7.2. Communicating With Agents
8. Adding Additional Offices
8.1. Adding Additional Offices
8.2. Adding Your Second Office
9. Notifications
9.1. What are Notifications?
9.2. What are Customer Escalations?
9.3. How to video : Notifications
10. Communicating With Clients
10.1. Let Them Know A Third Party Survey Is Coming
11. Sending Invitations
11.1. Sending Invitations by loading a list
11.2. One at a time
11.3. Uploading a list
11.4. Bounces
11.5. Resending to a Different Email Address
11.6. Changing Survey Language
12. Receiving Responses
12.1. Syndication
12.2. Testimonial Review
12.3. Publishing Services
12.4. Quarantined Responses
13. Billing
13.1. How often do I get billed
13.2. How do I update or change my Credit Card
13.3. Where can I get a copy of an invoice
13.4. What is your refund policy?
13.5. Why was my card declined?
13.6. Wire Payment Details
14. Working With Multiple Offices
14.1. Adding Your Second Office
14.2. Adding More Offices
14.3. Managing Multiple Offices
14.4. Primary Office
15. Account Owner
15.1. Changing the Account Owner
16. Reporting
16.1. Team Member Reports
16.2. Section Reports
16.3. Question Reports
16.4. Testimonials
16.5. System Reports
17. Lone Wolf / brokerWOLF - North America
17.1. Lone Wolf - brokerWolf
17.2. brokerWOLF - Loading Your Agents At Launch
18. CloudCMA - North America
18.1. Adding RealSatisfied Data To Your CloudCMA Presentations
19. Closing your Account
19.1. How do I close my account?
19.2. What happens to my data?