REProTool: Agency Admin Guide
Login
Dashboard
On login, you will be taken to the Dashboard. Here, you can see any associated Agency Users, Real Estate Professionals, and Consumers.
Agency Admins can create Agency users, edit existing users or delete users from the Dashboard. Users who have verified their accounts will display as Active while users who have registered but have not verified their email will display as Registered. Any Registered users will display at the top of the lists.
Multiple pages will display when the user list surpasses 10 users. You may use the Items per page dropdown to select 10, 20, 50, or 100 users per page. You can use the |< to jump to the first page and the >| will jump to the last page. Using the < or > buttons will take you to the prior or next page.
User Menu
Agency Admins have access to a user menu accessed by clicking the icon in the top right corner. This will display a menu with any options available to the appropriate user.
Agency Admins have access to a Registration link via the user menu. This link can be copied from the menu and provided for others to register. Users that register with the link will be associated to the agency and the agency admin and will display under the Real Estate Professionals section on the Dashboard.
Under the user menu, as an Agency Admin you can view the various Legal Policies for the applications.
Under the user menu, as an Agency Admin you can update your Agency Profile information and logo image.
Changes can be made to your agencies Company Name, Phone Number, and Address, City, State, Zip Code, Website and logo image. Email cannot be altered and as such is greyed out.
Under the user menu, as an Agency Admin you can update your User Profile information and profile image.
Changes can be made to your First and Last Name, Cell Phone Number, Work Phone Number, Address, City, State, Zip Code, Website, User Roles and profile image. Email and Status cannot be altered and as such is greyed out.
Logout is accessible via the user menu and will return you to the login screen.
Users
The Users page displays a list of any associated Agency Users. Agency Admins can create new Agency Users, edit or delete users from the Users page.
When creating a user, all fields marked with a * will need to be entered. User Roles determines what an Agency User has access to. Agency Users will be prompted to reset their passwords on first login after email verification.
When editing an Agency User, an Agency Admin can edit everything except Email. All required fields marked with a * still need to be filled out and cannot be saved as blank.
When editing a Real Estate User, an Admin Agency can edit everything except Registration Code, Email, and Agency. All required fields marked with a * still need to be filled out and cannot be saved as blank.
When deleting a user, a popup will display asking you to confirm the deletion. Proceed will delete the user and Cancel or Close will return you to the dashboard view without deleting the user.
LocaTR
Agency Admins have access to LocaTr to search for properties that may be added to Net Sheets. For detailed instructions on LocaTr please see the LocaTR Guide.
CalculaTR
Agency Admins have access to CalculaTR which contains the Net Sheet, Fixed Rate Mortgage Calculator and any additional calculators we offer, as well as the CalculaTR admin tools. For detailed instructions on how to use CalculaTR and CalculaTR admin, please see the CalculaTR Admin Guide and CalculaTR Guide.
DeposiTR
Agency Admins have access to DeposiTR (if purchased) which contains the Deposit Queue, Quality Control, Reconcile and Admin Portal. For detailed instructions on DeposiTR please see the DeposiTR Agency Admin Guide.