Real estate agent contact record

You can use the real estate agent contact record to control which contact information is published for individual properties. If the agent contact record is stored as a contact person in a property, their contact information is transferred to the portals and published in the brochures. If there is no estate agent contact record for a property, the “office data” from the basic settings will be used. You can store individual contact information or, for example, a collective e-mail address in the real estate agent contact record.

How does a contact record become a real estate agent contact record?

Create a contact record for each real estate agent and enter their official company contact details there. Please do not use the contact record that you have created for the employee. You then assign the contact type real estate agent to the new contact record in the “Administration” category.

If you now enter the contact record as the contact person for a property, its contact details will be used for publication. If several real estate agent contact records are linked as contact persons for a property, only the first real estate agent contact record is used for publication.

Number of real estate agents contact records

It is best to create a real estate agent contact record for each of your real estate agents, This allows you to manually assign your individual contact person to each property.

Automatic assignment of real estate agent contact record

You can also automatically assign a real estate agent contact record as a contact person to newly created properties. To do this, a real estate agent contact record is linked to the user in the user settings.