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 Manager, Saved 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.):
- Navigate to the My Listings/Transactions page.
- 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.
Related Articles
Managing Office Branding & Logos
Brokers & Office Managers can upload a logo and designate branding colors that will be displayed on every page in connectBLC for all members of the brokerage/office, and within Client communication (when applicable). In addition, the logo can ...Broker & Office Manager Features Overview
Brokers & Office Managers have additional branding, communication, & administrative abilities within connectBLC. Once applied, the settings they designate will be carried over to all members within their office/brokerage. Broker & Office ...Can A Listing Remain In An Office Exclusive Status?
Agents have the ability to keep Office Exclusive Listings hidden from members outside of their brokerage. Alternatively, they can choose to let the Office Exclusive Listing display and make it visible to other BLC subscribers. Hover over Listings and ...How Does a Managing Broker Register to Onboard for BrokerBay
Managing brokers, or designated admin, please follow the steps below to get started. Step 1: Navigate to your MIBOR Central Dashboard and click the BrokerBay icon. This will launch an on-boarding portal to quickly and simply take managing brokers ...How to update your brokerage's logo & information
Getting There: Admin tab → Brokerage Settings OVERVIEW Admins have the ability to update their brokerage's logo, along with agent profile information such as mobile numbers, associated branches, member IDs, and emails. To update your brokerage's ...