Agents Changing Offices

If an agent moves from one office to another office within your brokerage, you will change the office attached to the agent’s profile record.

Navigate to Agents>>Setup>>Agents, highlight the agent’s name and select Edit. On the Personal tab select the correct Office from the drop-down and Save.

Please note, the agent’s previous activity in sales and accounts receivable will have the agent’s old office attached and will remain unchanged once the agent’s office is changed.

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