Adding an Agent to Co-brand on Home Report

In this article, you will learn how to easily add an agent's co-branding to a Home Report, which will help you build your client and referral partner relationships simultaneously. 

1. Navigate to My Clients.

2. Click the Home Report tab.

3. Find the client's Home Report you would like to co-brand and click Add Co-Brand Agent! in the Agent Co-Brand column.

4. Click the checkbox next to the agent you would like to co-brand with on your Home Report. Below are some things to keep in mind when co-branding with agents:

• If an agent is already paired with you and you select them to co-brand, they will be automatically added to the Home Report. Pairing is only available to ListReports Elite subscribers.
• You may invite the listing agent or buyer’s agent to co-brand with you on Home Report unless the agent is already paired with another loan officer on ListReports. 

5. Click Save & Close.

6. You can preview your client's Home Report with the agent's co-branding by clicking the Preview icon.

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