This is expected behavior, not a bug. The intake form and signup link are meant for your clients, so when you are signed in as the broker and click your own share link, the platform recognizes your account and routes you to your dashboard instead of the client-facing form. To preview exactly what your client sees, open the link in a private or incognito window where you are not logged in, or send it to a test email. If you want to fill out an application yourself on a client's behalf, do it from inside the deal rather than through the public intake link.
When I'm signed in I land on the dashboard or homepage instead of the intake form. Why?
Why signing in takes you to the dashboard and how to reach the intake form.
Written by Kaylan Pepin