Agent Portal allows you to quickly and easily edit coverage and update certain details, including:
- Convert a listing to a closing
- Add optional coverage
- Change the closing date
- Update homeowner information
- Resend confirmation and invoice to title company
- Request Buyer to pay
Download Quick Guide
Download Complete User Guide
Convert Seller Coverage to Buyer
You can convert Seller coverage to Buyer coverage in two ways:
- From Agent Overview by hovering over the gear icon on the property and selecting Convert to Closing
- From the Service Agreement Confirmation page by selecting Convert To Closing
Add Options
- Click the + View Available Optional Coverages button to view the available options
- Click Add to add the option
Change Homeowner Information
- Click Edit underneath the Property Details section
- Be sure to provide the homeowner’s email address
Service Agreement Confirmation Page
- Download Service Agreement
- Resend Confirmation & Invoice
- Request Buyer To Pay
