Office Management

office course

Managing a Real Estate office is not an easy task. Let IDX Broker handle some of the work. In this course you will learn how to setup your agents as users in your IDX Broker account and give them the scaffolding they need to get leads and guide potential buyers through the process of choosing and purchasing property.


Add an Agent to an Office Account

Complexity: Standard

Add agent profiles to your office account to give them access to their own Control Panel where they can see their own leads and listings, and create an agent bio page.

Set User Permissions

Complexity: Easy

The Agent Permissions feature of your IDX Broker account can help you limit the features that agents have access to while logged into their own agent level dashboard.

Agent Dashboard Overview

Length: 2 minutesComplexity: Easy

As an agent in an office account, you may have your very own login. This gives you some unique features to manage your listings, contact information, and leads.

Agent Header Code

Length: 2 minutesComplexity: Standard

You may simply append a unique tag to any of your IDX page links to direct leads to your IDX pages. When a user visits one of those tagged page links, your bio subheader will appear at the top of every IDX page on the website. More importantly, that lead will automatically be assigned to you. By taking advantage of this feature, you can capture leads from any source, such as Customer email communications, Social networking sites like Twitter or Facebook, and Blog posts.