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Add an agent once and they can start sending deals to Abby as soon as they accept the invite.

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Add an agent

  1. Go to Agents and choose Add agent.
  2. Fill in:
    • Full name, as it appears on their licence and on agreements. Abby matches names on documents to it.
    • Email. The invite goes here, and it’s the address the agent sends deals to Abby from. Agents can add more addresses later; see Send from more than one email address.
    • Phone number (optional).
    • Lone Wolf ID (optional), if your brokerage uses Lone Wolf Back Office.
  3. Leave Send invite email on and choose Send invite.
The agent appears on the Invited tab until they accept. Once they set up their account they move to Active.

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The Agents list

Search by name, email, Lone Wolf ID or branch, and filter by commission plan.

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Edit an agent

Open an agent to see their contact details, licensing (Lone Wolf ID and licence expiry), brokerage and branch, start date and commission plan. Choose Edit on a section to change it.

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Move an agent to another branch

Choose Move next to Branch. Deals the agent already has stay with their old branch, unless you choose to carry pending deals over.