I am a Relocation Director, what do I need to do when I log in for the first time?

As a Relocation Director you are also responsible for managing your office profile page so the first time you log in, you should check and update your office profile page accordingly.

We strongly suggest providing an office profile picture or logo as well as updating the relevant sections with information about what your office / business / agents bring to the table for referral opportunities.

You also need to check and provide an email address to receive notifications from the platform. Notifications are critical to keeping you up-to-date with all activity and opportunities within the platform. To check / provide an email address click on your name, then “settings” and enter your preferred email address in the box provided. Remember to click “Add” to save these details!

This email address needs to be one that you check regularly as you will be notified of all referral activity via email (as well as in-platform notifications). As a Relocation Director you will need to keep up-to-date with your agents’ referrals, especially when it comes to the payments stages as you will manage the referral fee sending / receipt. Additionally, as an agent yourself, you will also be notified of inbound referral opportunities that you are eligible to work on directly, so you want to make sure you don’t miss out on these notifications!