A Brokerage Manager can reassign multiple transactions at once to a new Agent, Office, or Team.
Important: Be sure to apply a filter before selecting Reassign All.
If the transactions are not filtered, all transactions displayed will be reassigned.
- From your dashboard, go to Transactions > View Transactions.
- To reassign only the transactions assigned to a specific Agent, click Add Filter.
- In the Filter Transactions window, select Agent.
- Under Choose, start typing the Agent's name or use the dropdown arrow to select the Agent.
- Select the Agent's name and click Add.
- Once the filter appears under Applied Filters, click Apply.
- Click Actions > Reassign All.
- Select Agent, Office, or Team, then enter the name or use the dropdown arrow to make your selection.
- Click Save.
You will receive an email notification once the reassignment is complete.
