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  #1  
Old 8/23/17, 12:23 PM
Kenneth R. Brittain's Avatar
Kenneth R. Brittain Kenneth R. Brittain is online now
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Join Date: Jul 2011
Location: Charlotte NC
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Default Multiple Agents/Clients

Any idea when we will be able to enter multiple client names and email address? Same for the agent as I have a number who use a closing coordinator and they need to be in the info loop.



Ken Brittain, CPI
Home Vue Inspection Services, llc
Inspecting Charlotte, Concord & Surrounding Cities
InterNACHI 11071502 NCHILB 3262
704-455-0482

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  #2  
Old 8/23/17, 5:35 PM
Juan C. Jimenez Juan C. Jimenez is offline
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Join Date: Jan 2012
Location: central va
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Default Re: Multiple Agents/Clients

Just put a semi colon between the agents email and the transaction coordinators email. They will both get the emails then.



Juan Jimenez
A House on a Rock Home Inspections LLC
God. Family. Home.
804-269-4321
Richmond Home Inspector
Richmond Chimney Sweep
Richmond Radon Testing


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  #3  
Old 8/23/17, 7:16 PM
Ian W. Mayer, CMI's Avatar
Ian W. Mayer, CMI Ian W. Mayer, CMI is online now
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Location: Los Angeles, CA
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Default Re: Multiple Agents/Clients

While the semicolon thing does work, it's then set that that person always has the two email address.

When they use you on a different inspection, they may not want the same two email addresses. Then you have to take it off. Then maybe add it back for the 3rd.

It would be nice if you could just actually enter in everyone separately, and then pull in that data as needed.

I have agents that when they get busy, they'll grab a random agent in their office and give them a split to show the house, or whatever. But they're not a team, and it's only a temporary deal for this one transaction.
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  #4  
Old 8/24/17, 8:23 AM
Juan C. Jimenez Juan C. Jimenez is offline
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Join Date: Jan 2012
Location: central va
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Default Re: Multiple Agents/Clients

Sure, but it takes one second to delete it, one second to add it back on. How many times does that happen?



Juan Jimenez
A House on a Rock Home Inspections LLC
God. Family. Home.
804-269-4321
Richmond Home Inspector
Richmond Chimney Sweep
Richmond Radon Testing


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  #5  
Old 8/24/17, 9:56 AM
Ian W. Mayer, CMI's Avatar
Ian W. Mayer, CMI Ian W. Mayer, CMI is online now
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Default Re: Multiple Agents/Clients

Quote:
Originally Posted by jjimenez View Post
Sure, but it takes one second to delete it, one second to add it back on. How many times does that happen?
But then I don't have the record of doing the inspection with the 2nd person.

Happens kind of frequently with Keller Williams agents.

Exp: Agent A got sick, and brought in Agent B to help out.
Add in 2nd email address.

Agent A is all better, no longer works with agent B, delete email address.

Agent B then wants to use me. Add agent B to database.

But when I look up how many inspections I've done for Agent B, there is no record of the inspections they did as part of Agent A.

I have my Very Good Agent. He has his own rule that if a buyer doesn't make an offer after so many days of showing properties and determines they're maybe not a serious buyer, he brings in a random new agent in his office and gives them a split to continue to show properties while he concentrates on prospecting and working with more serious buyers. Because he's VP of recruiting for his office, he doesn't use the same agent twice as his helper, it's a different agent every time.

Another pair of agents used to be a team. Now they work separately. But they still have a back log of buyers they met when they were a team and they still represent those buyers as a team. So some inspections are just one, not the other, while some are both together. It gets messy.
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  #6  
Old 8/24/17, 12:41 PM
William H. Stambaugh, CMI's Avatar
William H. Stambaugh, CMI William H. Stambaugh, CMI is offline
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Join Date: Oct 2016
Location: Morgan Hill, CA
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Default Re: Multiple Agents/Clients

This has been an ongoing conversation for quite some time. Do you participate in the ISN Ideas group? https://www.facebook.com/groups/1752...601766&fnr_t=0



Willy

William (Willy) Stambaugh CMI, CPI, CRT
Inspector/President
7th Wave Enterprises, Inc
dba: WIN Home Inspection – South San Jose

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  #7  
Old 8/24/17, 10:02 PM
Kenneth R. Brittain's Avatar
Kenneth R. Brittain Kenneth R. Brittain is online now
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Join Date: Jul 2011
Location: Charlotte NC
Posts: 1,625
Default Re: Multiple Agents/Clients

Quote:
Originally Posted by wstambaugh View Post
This has been an ongoing conversation for quite some time. Do you participate in the ISN Ideas group? https://www.facebook.com/groups/1752...601766&fnr_t=0
Exactally!



Ken Brittain, CPI
Home Vue Inspection Services, llc
Inspecting Charlotte, Concord & Surrounding Cities
InterNACHI 11071502 NCHILB 3262
704-455-0482

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