It is very common for agents to purchase multiple Transaction Packages to have all their clients in concurrent transactions to be taken care of, and sign up all of their past clients on Top of Mind or a Client Retention Plan. Checking out in bulk will make the checkout process incredibly easy for you when purchasing multiple services.

To Checkout for Services in Bulk:

  1. Login to your dashboard.

  2. Add the services you wish to sign up your clients for.

  3. Toward the end of the process, you will be asked if you wish to "Proceed to Checkout" or "Save and Add Another Service", click "Save and Add Another Service".

  4. Continue the steps described in 2-3 until all desired services and clients have been added to your cart.

  5. Once you have all of your desired services in your cart, click on "My Cart" at the top right corner of the screen.

  6. At the Checkout window, you will see a summary of the services in your cart, to see a breakdown of services and clients, click "See Item Breakdown".

  7. Once all the services and clients have been confirmed, select your preferred payment method and click "Submit Payment".



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