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How to manage your agent details in Sign

Ensure every Agency Agreement perfectly reflects your professionalism and brand identity. Realtair makes it simple for both agents and administrators to review and update the details that automatically appear on your official documents.

 

For Agents: Updating Your Profile Details

As an agent, you can easily manage the personal information that populates your agreements.

  1. From your main dashboard, click your name in the top-right corner.
  2. Select Manage Profile from the dropdown menu.
  3. Navigate to the Sign tab.
  4. Review and edit your details as you wish for them to appear.
  5. Click Update Details to save your changes instantly.

Screenshot 2024-04-10 at 2.27.54 PM

 

For Office Admins: Managing Agent & Company Details

Administrators have full control to seamlessly manage the details for any agent within the office.

  1. Click the 9-square menu (the "waffle" icon) in the top-right corner and select Tools.
  2. Under the Sign heading, choose Agents.
  3. Locate and click on the name of the agent you wish to update.
  4. Select the Settings tab.
  5. Here, you can enter or update the agent’s company details for inclusion in their agreements.
  6. Remember to click Update Details to save your changes.