Helping Your Paired Agent Get Started

Whether you are looking to help an agent set up their profile or get started using one of our many marketing assets, ListReports is here to help. Keep reading to learn more.


Updating a Paired Agent's Profile Information

Looking to help an agent update their account details such as headshot, name, email, logo, branding or company? In order to ensure compliance, agent accounts cannot be updated by their paired loan officers without the agent's consent. It is easy for an agent to make changes to their account, click here to see how. Otherwise, you can email us at support@listreports.com and cc the paired agent so we can gain approval to make changes to their account.

 

Helpful Tip: If you are short on time and need to update their profile information on a particular marketing kit, it's easy! Click here to learn how. 


Resources for Agents

Want to help your agent get started using ListReports but don't know where to start? Here are our recommended resources:

1. Getting Started with ListReports for Agents - a quick and digestable guide to using ListReports. Includes instructions on how to:

  • Update their profile and branding
  • Share a Shareable
  • Choose a color theme
  • Create a marketing kit

2. I Paired with a Loan Officer, Now What? -an quick explainer on how to use the paired features for ListReports including:

  • Text-to-Lead and QR Codes
  • Single Property Websites
  • ListPacks®
  • Local Housing Market Data Shareable
  • Market Insights™

3. 101 and 102 Agent Webinars - live webinars that cover all aspects of ListReports for agents with live Q&A. 

 

Have more questions? Click here to submit a support ticket. 

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