Intake Note
It allows the agent to add a note from the agent intake form before it gets submitted to the TC. If the agent does not add an intake note, this will not be visible for the TC.
The Intake Notes can be found under Options or under the Agent Portal User tab inside the property transaction. |
How does the Intake Note Look Like on the Agent Intake Form
At the Review page of the Agent Intake Form, the agent can enter any additional notes in the box below. |
