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How to set up Agency default terms

Modified on: Thu, 18 Feb, 2021 at 10:07 AM

In an effort to reduce repetitive Data entry, Users with the AgencyAdmin role can now set Agency Defaults for contracts by state (field differ between states). 

  • Navigate to Settings > Agency > Contracts

  • Agency Defaults set here will be automatically populated onto any new property that is created by an agent in the Agency. The information populated onto a property can be edited to fit needs of the property if required.
  • Agency Defaults can also be set by state to accommodate agencies that list properties in 2 or more states.

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