Have you ever wondered if there was a way as a Broker or Admin to access your Office Agents' Transaction folders and documents without having to impersonate them and access through their account? Well, there is a way! See below for an overview on this rather simple process.
First, you'll want to click 'Users' in the menu on the left side of your screen.
Once on this page, which appears blank at first, you'll click 'Select' in the top left.
In the pop-up which appears, you can choose to search by either MLS ID or Email.
Should the email address the agent was using at your brokerage not populate results, use the current email address the agent now has on file with the MLS.
See the screenshot below for reference on these steps:
Once you find the agent by MLS ID or Email, your Group is automatically selected and you will simply need to select 'Transactions' for the Section in the final field on the pop-up.
Click 'Confirm' and you will see that agent's Transaction folders appear! From here you can view and download folders and the documents within.
That's it! Simply click on 'Select' again in the top left to select another Agent and you can view more Transaction folders and documents without ever leaving this page.
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