Objective
To successfully research an agent and invite them into the Genie system for further engagement.
Key Steps
Log in to the Title Genie system.
Click on "Click here to select an agent" to look up an agent by last name or DRE number.
Search for the agent by entering their last name or DRE number.
Verify the agent's details and check for any issues in their agent scorecard.
Click on "Invite to the Genie" or use the handshake icon to prompt the invitation dialogue.
Populate the email address provided or enter a phony email address if not inviting the agent to create their own account.
Click "Invite" and copy the invitation link.
Open a private window and paste the invitation link to claim an account using the agent's information.
Create a unique account using the agent's information and opt-in for lead notifications, reports, and account information.
Click on "Register" to complete the registration process.
Sign out of the claimed account and refresh the page to search for the agent again.
Load the agent's dashboard by entering their name and clicking "Load" to access their Genie account.
Proceed to complete the next steps for setting up marketing settings, detailed in Part 2 linked here.
Cautionary Notes
Ensure the accuracy of the agent's details before inviting them.
Use unique email addresses for each account creation.
Opt-in for lead notifications to enable lead generation activities within the Genie system.
Tips for Efficiency
Utilize the invitation link for quick access to claiming an account.
Keep track of the agents invited and their account details for future reference.
Follow the step-by-step process to avoid errors and ensure a seamless experience for the agent.