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CRMLS - Activate an Agent
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Activating an agent in CRMLS is a two step process. First you will get an MLS ID then you will update the MLS data.

 

  1. For the desired agent, click the Real Estate tab.
  2. Click the pencil icon in the MLS - CRMLS section. 
  3. On the Add MLS ID screen either enter a custom MLS ID or, if you have enabled in MLS ID generator under setup, click Generate MLS ID.
  4. Click Done
  5. Once you have assigned an MLS ID, click the pencil icon in the MLS Information section.
  6. Enable Sync with MLS.
  7. Enter required Information fields:
    • MLS Office ID: The MLS ID for this agent's office.
    • Status: Select Active from the drop-down list.
    • Agent Type: Select the agent type. Options in the list are configured during initial setup of the database.
    • User Class: Select this agent's User Class. Items in the list are configured during initial setup of the database.
  8. Enter the required Login fields:
    • Login: This is the agent's Public ID (user name).
    • Password: This is the agent's Private ID. This is only required if you wish to maintain your existing workflow of setting the initial password for members. The agent will be prompted to change this password on first login.
  9. Click Done.
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