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How to manage your agent details in Sign

This article provides a step-by-step guide on effectively managing agent details to maintain compliance, accuracy, and professionalism.

Click here if you are an admin trying to update this information

To navigate to your settings:

  1. Head to your dashboard and click on your name at the top right-hand side.
  2. Click "Manage Profile" and select "Sign"

    Screenshot 2024-04-10 at 2.27.54 PM

 

3. Review and add your agent's details as you wish for these to appear in your agency agreement. Remember to click "Update Details" to save

 

Screenshot 2024-04-10 at 2.33.58 PM


Alternatively, administrators can access this by clicking on the 9-square menu, selecting "Tools," and then choosing "Agents" under the Sign section.

 

Locate the agent you wish to update, click on their name, and then select "Settings".

Here, you can enter your agent’s company details for inclusion in their agreements.

 

If you face any difficulties along the way, feel free to ask for further assistance and email our support team at support@realtair.com