Getting Started with Assistants, Teams & Broker Accounts
Assistants, Team members, and Brokers can assist others easily and quickly via the Pro Dashboard.
Assisting and sign-out status are in-sync among all different applications, e.g., Pro Dashboard/Portal, Profile, Broker Control Center, Billing. When users start/stop assisting in one of these applications, other already-opened tabs with different applications auto-refresh and update the status accordingly. This eliminates confusion when using various applications at the same time.
Assisting feature is typically the first tool our assistant subscribers use after they sign in to the Pro Dashboard.
When assistants click on the assisting search bar, it will open a dropdown with the full list of people they can assist/work as.
Assistants can either select a person from the dropdown directly (easier when the list is short), or type in part of the name or DRE # to quickly filter people in the dropdown (easier when the list is long) before making a selection.
Then assistants can click the “Start Assisting” button. This design helps assistants easily find the person they like to assist.
Note. In a common use case when assistants have only one person to assist with, the assisting feature will even pre-fill that particular person’s name and DRE # in the search bar. The only thing assistants need to do is click the “Start Assisting” button to start working!
2) Agents as Team Members
When agents belonging to a team sign in to the Pro site, they will still see “Change User” link at the upper right corner.
Clicking on this “Change User” link will open to the assisting feature located between top navigation and different content boxes like “News & Announcements” and “Featured Updates”.
Clicking on the assisting search bar will open a dropdown with the list of Teams the agents can assist/work as. Agents only need to select a Team from the dropdown, and then click the “Start Assisting” button. Agents do not need to memorize or type in the Team ID when working as a Team Member.
3) Brokers
Similar to Agents accessing Team accounts, Brokers will see a “Change User” link at the upper right corner on the Pro Dashboard.
Clicking on this same “Change User” link will open the the assisting feature located between top navigation and different content boxes like “News & Announcements” and “Featured Updates”. Then Brokers can use the assisting feature just like what’s indicated above for team members and assistants.
If you have any feedback about this product release, please send it to feedback@mlslistings.com. Thank you!