Viewing & Managing Transactions for an Office or Brokerage

Viewing & Managing Transactions for an Office or Brokerage

Brokers & administrative staff are able to access listings and transactions for all Agents in their office by selecting a name from the drop-down list located on the My Listings/Transactions page.

Note:

  • An Agent’s My Clients page, Prospecting ManagerSaved Searches, and/or Settings are not available to a Broker/Administrator.
  • Any change made to a transaction by a Broker or administrative staff will be tracked in the Activity Log.
  • Brokers & administrative staff cannot view any transaction messages sent to or from others.

To view transactions and/or manage all transactions within an office (including uploading documents, adding participants, changing milestones, etc.):

  1. Navigate to the My Listings/Transactions page.
  2. From the drop-down menu in the upper left-hand corner, select an Agent to view their transactions, or select All Agents to view all transactions for the office/company.

To learn more about managing transaction data, please review the My Listings/Transactions section of the Video Tutorials collection or Online Manual.

Note: Your membership account/login ID must be set to a Broker/Office Manager role to view all transactions within an office/company. Please contact the MIBOR Help Desk if you feel you should have the permission, but don’t have access to this section.