Grow your network by inviting agents to pair with you. To learn more about the benefits of pairing, click here. Before you begin inviting agents, please review some of our tips below:
- Pair with at least 4 agents
- Invite agents you know or who you have spoken to
- Send a follow up text or call
If an agent is already paired with another loan officer and they want to switch their pairing to you, click here to learn how.
Sending an Invite
To begin pairing with agents, follow the steps below:
- Click on the My Agents tab in the left hand navigation menu.
- Click the Invite button.
- Search an agent's name or email address.
- Select the agent you wish to invite from the drop down.
- If you do not see the agent, you can easily add them by clicking Add New.
- If you do not see the agent, you can easily add them by clicking Add New.
- You can now edit the agent's info, including their headshot, by clicking Edit.
- Choose how well you know this agent.
- Add an optional message to personalize the invitation.
- Click Invite.
If you wish to see what the invitation would look like as well as the sign up page, click on View agent's invite experience . If you wish to have a sample invitation emailed to yourself, click Send test to self.
Inviting via Link
If you prefer to invite agents via a custom link, you can do so by following steps 1-4 above. Then scroll to the bottom of the pop-up and copy the link.
Please note: If using the link to invite agents, they will not appear in the pending tab and we will not be able to track them. Be careful when using the link not to click on it as it will cause you to pair with yourself. If this happens, please email support@listreports.com.