eBrokerHouse Closure

• eBrokerHouse Platform Closure – Important Information

Overview Demo

• View Overview Demo

Account Settings

• How do I delete things?
• I don't see the account settings on my Manager Home screen, why not?

Offer Management - Listing Agents

• Attach instructions and documents for buyer agents to view/download. 
• Can I automatically send an email upon rejecting an offer?
• Counter offers, send emails, sent emails
• Disable entire offer submission system
• How do I mark an offer as viewed?
• How do I set a highest & best date?
• How to attach offer doc library to your listing?
• How to create custom offer fields?
• How to display the assigned user as the listing agent?
• How to turn off the entire offer submission system.

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Billing and Payment

• How do I update my billing information?

Submitting Offers - Buyer Agents

• How to check the status of my offer?
• How to counter offer
• How to submit an offer
• Submitting an offer is easy
• Was my offer submitted successfully?
• We are not the listing agent
• When should I expect a response to my offer?
• Who should I contact if I have questions about my offer?
• You DO NOT need an account to submit an offer

BPOs

• Adding a BPO
• Assigning a BPO
• Backing up BPO files
• Managing BPOs overview

Buyers

• Adding and searching a buyer
• Backing up a buyer transaction
• Closing out a buyer
• How to reactivate an archived buyer?
• Overview of Managing Buyers
• What happens to buyers that I archive?

Contacts

• Adding contacts
• Contact Manager Overview

Listings

• Adding and searching a listing
• Are there any restrictions on archived listings?
• Backing up your listings
• Do archived listings count for billing purposes?
• How to close out a listing?
• How to reactivate an archived listing?
• Importance of listing types
• The "Links" tab explained
• What happens to listings that I archive?

Reimbursements

• Closing out a reimbursement
• Overview

Reporting

• Creating and saving reports
• Download report to an excel CSV file
• Printing a report
• Reporting Overview

Basic Task Information

• Activating daily task reminder emails
• General Tasks
• Task Notification Emails for Account Owner
• Task Notification Emails for Sub Users

Listing Tasks

• How do I assign a task to a listing?
• How do I assign a task to a team member?
• How do I create a series/group of tasks? (Task Plan)
• Overview of Listing Tasks

Buyer Tasks

• Adding tasks for a buyer lead?
• How to create task plans in the buyer section

Users

• Active vs Inactive
• Creating a Sub-User
• Daily Task Reminders
• No task email notifications
• What are users?
• What is restricted view?
• Why is the save button missing for my user?

General Tasks

• What is a general task?

Showing/Lockbox Requests

• How do I use eBrokerHouse for my showings?

Miscellaneous FAQs

• Am I able to email from eBrokerHouse?
• Can I back up my files?
• eBrokerHouse Platform Closure – Important Information
• How do I change the email address on my account?
• How do I close my free account?
• How safe is my account data?
• What is my account storage limit?
• Why can't I add an Asset Manager company to the system?