Your clients are automatically invited to MoveEasy when you close a transaction. When your transaction gets moved into pending your client will receive their invite to MoveEasy 48 hours later. However, there may be occasions when you will want to invite your client to the platform early. Maybe you would like them to see your list of trusted professionals as they are getting ready to move, or maybe they need a mortgage and you want to show them the brokerage lenders. You can invite your client to the platform when you are ready!
To invite a client to the platform:
From your agent dashboard, select Invite a Client.
Fill out your Client's information.
Select Send Email.
