Collaborate With Multiple Agents
As a Transaction Coordinator with HomeLight Listing Management (HLM), you can create great-looking property packages and collaborate with Agents. We understand how important it is to have a workflow that is efficient and allows you to quickly update, notify, and keep track of disclosures.
This article will go over how to request access to an agent's account.
How It's Done
Step 1- Select the Switch Account Feature
Click on your name in the top right-hand corner of your screen and select the Switch Account option from the dropdown menu.
Step 2- Request Access
At the bottom of the dialogue box, there will be a button that says Request Access To Account.
Step 3- Enter Information
A new screen will appear where you will need to enter the name and email of the agent. This will send them an email notification to the agent where they can approve your request.
What The Agent Sees
When you request access to an agent's account, they will get an email notification and will be prompted to grant you access.
Once they click on the Grant Access button in the email they will be redirected to HomeLight Listing Management. They will need to choose to confirm or deny your request.
What's Next?
If you're working on a property package that you created for an agent, or that an agent has given you access to, you will be able to do everything that an agent can do. This includes modifying package information, uploading documents, editing documents, sending documents out for signature via DocuSign, as well as archiving completed files.
Additional Resources
🔎HomeLight Listing Management for TCs
🔎 Share this article with your agents: Granting Access to My Account
🔎 For More Information: Switch Account Feature
FAQ
Q: How can I tell if an agent has a HomeLight Listing Management account?
- A: The best thing to do would be to reach out to your agent directly. You can also reach out to support@disclosuers.io with the email address of the agent.
Q: Why is there a "Pending" tag next to an agent's name?
- A: This means the agent has not approved your request for access. They would need to log in to their account and allow or deny your request.
Q: What should I do if an agent has multiple accounts?
A: We recommend having the agent work out of one preferred account. If they need assistance with migrating packages please reach out to support@disclosuers.io with the new/preferred email address of the agent.Q: What should I do if an agent has multiple accounts?
- A: We recommend having the agent work out of one preferred account. If they need assistance with migrating packages please reach out to support@disclosuers.io with the new/preferred email address of the agent.
If you have any questions that weren't answered in this article, please reach out to our Team via the chat feature or email support@disclosures.io.