Whether a listing has switched agents or a property site was created in the wrong client account, you can move a property site to another client in a few simple steps.
How to move a property site to another client
Click the steps below for a detailed walk-through:
Step 1: Go to the Site Summary
Step 2: Click arrow and silhouette button by client name
Step 3: Choose new Primary Client
Step 4: Click "Ok"
Step 1: From the Sites tab at the top of the page, click on the property that you need to move to another client. This will take you to the Site Summary page.
Step 2: In the street address header, click the button next to the clients name that is an arrow pointing to a silhouette.
Step 3: In the Primary Client drop-down menu, select or type in the new primary agent name.
Step 4: Click the "Ok" button to move this site to the new primary client.
For any additional questions, our Support team is ready to help you!
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