Add an agent and get approved

Freelance transaction coordinator? Here's how to add an agent, get approved, and open their first deal.

Casey signs up from the Coordinator Pro link, with her name, email, and a password.

On Billing, she starts the free trial of Coordinator Pro. You add a card, and you're not charged until day fourteen.

Her plan is active, and the agents she works for will show up right here.

One step first: verify your mobile in Settings. Every approval request is tied to a verified number.

Next, open My agents, and fill in the agent's name, email, brokerage, title, and license.

Add the agent's phone, the one clients will see, and click Add agent and send request.

Avery's card now reads Waiting for approval.

On her page, Casey can already build Avery's deals. Client invites wait until Avery approves.

Avery gets one email. Her clients would see her, not Casey, and it's free for her.

The link opens Casey's request. To approve, Avery creates a free account with the email the request was sent to.

Back on the request, she checks How clients will see you, and can fix anything with Edit.

Then she clicks Approve Casey. It's free for her, and she can revoke Casey anytime in Settings.

On My agents, Avery now shows Approved. Your next agent goes in Add another agent.

On Avery's page, Casey clicks New deal for Avery. Clients will see Avery as their agent.

She picks the side, then adds the address and the closing date.

Then the buyers, Jamie and Alex Rivera, with Jamie's mobile. The box confirms the clients agreed to texts.

She clicks Create deal and invite clients. Avery approved, so the invites go out right away, in her name.

The deal page notes it's run for Avery, who sees everything Casey does in the Activity tab.

Jamie gets the invite by text as well as email, and Avery gets an email that Casey opened the deal for her.

Each agent's deals live on their own page, never mixed with another agent's.

That's it. Start Coordinator Pro, add your agents, get approved once, and run their deals under their name.