Emailing Outside/Co-op Agents

SUMMARY
If your transaction has an outside co-op agent, you can now record their email address and easily send notes to them.

:50

Add a Co-op / Outside Agent

  1. Edit the transaction and check "this transaction has outside (co-op) agents".
  2. Some fields will appear below. Enter the name and email address of the outside listing or selling agent and save.

Email an Outside Agent

  1. Go to the transaction and click [Email / Notes].
  2. Drag the agent to the External Recipients field.
  3. Compose your message
  4. Click [Send].