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.

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Add a Co-op / Outside Agent

To add a co-op or 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

To 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].

Learn More About Dragging and Dropping Comments to Notes →