2 min read | This article is for *Administrators*
Getting There:
- Admin tab → Manage Users → Transfers tab
OVERVIEW
The BrokerBay system utilizes board and MLS feed data to facilitate automatic Agent account transfers between brokerages. This synchronization occurs hourly.
IN THIS ARTICLE
Automatic Agent Transfers
BrokerBay synchronizes with board and MLS Agent roster feeds. Agent profile automation within BrokerBay occurs only after transfers are processed at the board level.
BrokerBay automatically creates profiles in two scenarios:
New Agent creation
For agents without previous BrokerBay accounts:
- The username email will match their board and MLS agent profile email.
- Their branch association will reflect their board affiliation.
Once loaded into the BrokerBay system, Agents will receive an email invitation to verify their profile and create a password.
Existing Agent transfer
For agents with existing BrokerBay accounts:
- Automatically moved to the new brokerage's Users folder.
- Upon login, agents see their new brokerage affiliation.
- Current password and email remain unchanged.
- Agents receive an email invitation to verify their profile.
For agents with electronic lockboxes, ensure ownership transfer in the lockbox service provider's system as well. You may need to update and re-sync the lockboxes after.
TROUBLESHOOTING & FAQs
How often does BrokerBay sync with the board to import new Agent information?
BrokerBay synchronizes with the board hourly, starting at approximately 40 minutes past the hour. This process matches Member IDs to verify agent status and processes transfers reflected in board and MLS data.
Where can I view an Agent's history?
To view user history and activity logs:
- Navigate to the Admin tab.
- Select Manage Users.
- Select the desired user.
- Select the ellipsis (...).
- Select View User History.
Comments
0 comments
Please sign in to leave a comment.