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Create User - Realtor, Processor or Loan Officer
Create User - Realtor, Processor or Loan Officer

This guide will teach you how to add a new user to your team!

Kailey Oswald avatar
Written by Kailey Oswald
Updated over a week ago

***UPDATED VIDEO COMING SOON***

Step One: From the Dashboard click on the Gear icon in the bottom left corner of the screen.

Step Two: After clicking the Gear icon, a menu will come up. Click on My Team.

Step Three: Click on Add New Contact from the top left corner of the screen. You will be taken to the Create User page.

Step Four: From the dropdown menu on the Create User page select the type of user you would like to add.

NewUser-3

Step Five: After selecting your user type, enter the new user's information.

Step Six: Click Create User, found in the lower right-hand corner.

Step Seven: After creating the user, fill in all missing information about the user, click Save Primary Info in the bottom right corner.

You have officially created a New User!

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