How do I invite an agent to pair with me?
Loan officers have the ability to invite agents to pair with them on ListReports®. It’s easy! Just follow these simple steps:
- From either the Home tab or the My Agents tab, click the red Invite button.
- Enter the name or email address of the agent. (Note: Email is preferred)
- From the available options, click select for the agent you’d like to invite.
- If you do not see the agent, click the Add New button at the bottom-right of the screen. Fill out the agent details to add that agent to our database.
- Click the Send Invite button to email the agent, or copy and paste the link at the bottom of the window and email it directly to that agent with your own message.
After the invite is sent, the agent must accept and create a free account. If you’d like to follow up with a phone call, we’ve provided a call script, which you can access here.
Inviting agents from Agent Intel
From your Agent Intel tab, you can follow and invite agents that you’re interested in pairing with or learning more about. See an agent whose production piques your interest? You can follow them to get alerts about their activity, or send them an invite with the click of a button!
When viewing an agent profile within Agent Intel, you will have a few options.
If you’re seeing this agent for the first time, you can click the “Follow agent” button to receive updates about their activity.
Once you’ve followed the agent, you’ll be able to invite them to pair with you on ListReports by clicking the red Invite button next to their name (assuming they are not already paired with another loan officer on ListReports).
How do I see my pending invites?
The pending invites section of the My Agents tab displays the invitations you have sent that have not yet been accepted, allowing you to keep track of which agents you have already invited to pair with you on ListReports®.
To see your pending invites, please click the View button under Pending Invites.
From here, you can view the agent details, status of the invite, date/time it was sent, as well as the invite type.
How can I re-send or delete a pending invite to an agent?
Loan officers have the option of re-sending or deleting their pending invites.
To manage a pending agent invite:
- From the My Agents tab, click the View button in the Pending Invite section.
- Click the Manage button on the far right.
- From here you will see a drop-down to either Re-send Invite or Delete Invite.
- Re-Send Invite: a new email invite will be sent to the same email the original invite was sent to. This can be used if the agent never received the first invite email.
- Delete Invite: this will delete the pending invite from your Pending Invite section. The previously sent email may still be received by the agent, but you will no longer see the pending invite.
How can I view my paired agents?
When an agent decides to pair with you, that agent will display in your My Agents section.
To view your paired agents, simply click the View button in the Paired Agents section on your Dashboard.
This will take you to the My Agents tab, where you can view your paired agents. Any agent with a green circle next to their information is paired with you.