Troubleshooting SentriLock lockbox issues

This article is for *administrators* 

Related Features: Showing Configuration, Manage Lock Boxes, Manage Users

OVERVIEW

One of our most essential features is a smart integration with SentriLock, which works by providing access to a property via SentriKey → SentriConnect → One Day Codes (in that order).

Admins may be required to verify agent details and manage lockboxes, although listing agents are also able to add, delete & edit existing lockboxes on BrokerBay.

This article will outline how to troubleshoot common Sentrilock issues such as the inability to assign a SentriLock lockbox to an agent or a lockbox serial number not populating in the showing configuration screen.

IN THIS ARTICLE

Agent verification

Assigning a missing SentriLock box

Board verification & workarounds

Agent verification

Verification is the only major part of the troubleshooting process that requires a user with admin access to BrokerBay in order to ensure that the listing agent's board & member ID are correct in their profile.

If you are an agent and are having trouble with your lockbox due to your Unverified status, please reach out to a front desk administrator or office manager for assistance.

1. To get started, verify that the agent does not have the below warning above the Member Numbers section of their profile: 
   
   
   
   
2. Confirm that the agent's member number is associated with the same board the lockbox is assigned to on the SentriKey app or website. 
3. Ensure that the agent's name & email address match the spelling and formatting they have on the board.

Once you've confirmed that the listing agent's membership information is in order, you can assign the lockbox to them via BrokerBay's lockbox manager - assuming this has been done on SentriKey, already. If it wasn't, you may encounter a "SentriLock: The listing agent on SentriLock system does not have an access to the lockbox" error message when syncing the lockbox on BrokerBay. 

Assigning a missing SentriLock box

If a SentriLock lockbox has already been properly assigned to the listing agent, you will see that lockbox's serial number appear in the listing's showing configuration screen under "Select Lockbox" after choosing SentriLock from the Access dropdown.

If you encounter a "No lockboxes found" message or don't see the correct serial number in the dropdown, this means the lockbox has not yet been assigned (or assigned correctly) to the agent.

1. First, confirm that the lockbox is assigned to the correct board, MLS number & listing agent in the SentriLock portal.

2. Once the lockbox is correctly configured on SentriLock, navigate to the lockbox manager in BrokerBay via the tab (accessed from the user account menu at the top right of your screen).
   
   
   
   

3. Search for the lockbox by serial number and ensure that the lockbox is assigned to an agent from the same board it's registered with. If the lockbox is not assigned to the correct listing agent, delete it.
4. To assign the lockbox to a new agent, hit + New Lock Box.
5. Select SentriLock from the Brand dropdown and the listing agent's name from the Assign to Agent dropdown.
6. Ensure that the desired lockbox's serial number is checked off under Available Boxes.
7. Return to the listing's showing configuration screen and add the lockbox by entering its serial number in the access instructions section and clicking Save.

Related Articles
How to: Set Up SentriLock

Board verification & workarounds

The above error message ("SentriLock: Failed to create a new listing on SentriLock") populates when adding a lockbox to a listing that is not a part of, or combined with, a listing on an authorized board.

This tells you that the board associated with this listing has not authorized SentriLock access in their district.

• TRREB, BRREA & a handful of other boards have not authorized smart integration for SentriLock.
• Combining a listing from a non-authorized board with one of the below authorized boards/associations is recommended to enable SentriLock access, where possible.
  

Boards & associations that have authorized smart integration with SentriLock & One Day Codes:

• Barrie & District (BDAR)
• Cambridge (CAR)
• Guelph & District
• Kitchener – Waterloo (KWAR)
• Mississauga (MREB)
• Niagara (NAR)
• Peterborough (PKAR)
• Southern Georgian Bay (SGBAR)
• The Lakelands (LAR)

Based on the needs of your brokerage and the preferences of the listing agent, there are two ways to proceed from here, should you encounter the above issue:

Option 1: Double up with a secondary board listing & the combine tool

1. Add the property on another (SentriLock-authorized) board as a secondary listing.
2. SentriLock's smart integration will work as intended on listings that have been combined with listings from a board/association that has approved SentriLock's smart integration.

*Note: If you are an agent without admin access, an admin's help is required to combine the duplicate listings on BrokerBay.

Option 2: Manual workaround 

1. Update the Access Type to "Lock Box" in the dropdown on the showing configuration screen.
   
   
   
   
2. Next, in the Lock Box Instructions field, type "SentriLock."
3. Lastly, in the access comment box below, type a message along the lines of:
   • **ATTN - AGENTS** please ask LA to provide you SentriConnect access to lockbox,
     or
   • **ATTN - AGENTS** please ask office to provide you SentriConnect access to lockbox
     
     

If you encounter a SentriLock error that cannot be solved using the troubleshooting steps above, please reach out to [e-mail] for further assistance!