Working with a Real Estate Professional

For information on creating a new Real Estate Professional or opening an existing one, please see the Real Estate Professionals topic. This topic will be an overview of each of the screens associated with adding/editing a case, as well as some basic functionality.

The Real Estate Professional tab contains the majority of Real Estate Professional-related information. Of note is the Status drop-down field. This must be set to "A" in order for this particular Real Estate Professional to be assigned to a Case.

To add, edit, or remove Products for this Real Estate Professional, click the Products button. The Product Selection dialog is displayed. To add a Product to the RE Professional’s list, select from the top grid and click the Add button. When adding a Product, the Per-Product Fee dialog may be displayed. It is shown below. To remove a Product from the list, select the desired product in the lower grid and click the Remove button. To edit the fee or fee percentage for a Product, simply click in that cell and make the necessary change.

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The Real Estate Professional tab

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The Real Estate Professional Product Selection dialog

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The Real Estate Professional Per-Product Fee dialog

The Licenses tab is used to View, Add, Edit, and Remove License information for the Real Estate Professional. To Add a License, click the Add License button. The Ad License dialog is displayed. To Edit a License, first select the desired license in the grid, then click the Edit License button. To Remove a License, select the desired license in the grid, then click the Delete License button.

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The Licenses tab

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The Add License dialog

The Notes tab allows you to make any comments specific to this Real Estate Professional.

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The Notes tab