Adding & Managing Agents
8 articles
[BrokerSumo - Admin] Agent Profile Master Data
[BrokerSumo] The Agent Portal & Agent Permissions
[BrokerSumo] Agent Check Lists
[BrokerSumo] How to Add Staff Users and Edit Their Permissions
[BrokerSumo - Admin] How to Add Agents
[BrokerSumo] How to Markup Agent Onboarding Documents with Docusign
[BrokerSumo] Creating, Editing & Deleting On-boarding Templates
[BrokerSumo] Agent Portal Overview