Help—My PIP/Homefinder Pro Isn’t Going Out!

Help—My PIP/Homefinder Pro Isn’t Going Out!

Agent Access has been developed to access many programs from one platform. However, several programs maintain different agent profiles, databases, etc. Two that often get confused are Website and Reports Dashboard. Both have built-in email systems (different from Office 365) and automated reports. These reports pull information from two databases and profiles.

Here’s the difference between the automated reports:

Website:

1. Property Watch (automated email updates of saved search results set up by either a client or agent).
2. Market Watch (automated email updates of real estate trends around a specific address, city, or zip code. Set up by either a client or agent).
3. Seller Report (automated email updates of online activity regarding specific homes currently for sale. Set up by the agent).

Reports Dashboard:

1. Homefinder Pro (automated email updates of saved searches set up by the agent).
2. PIP – Property Investment Profile (automated email updates of Market Analyses set up by the agent).
3. Market Tracker (automated email updates of real estate statistics for a specific zip code, set up by the agent).

The Website and Reports Dashboard have different databases and agent profiles. In Reports Dashboard, if certain profile information (agent email address and website) is missing, the reports will not go out.

Here is how to ensure the information is there:

1. In Agent Access, click Single Sign on (in Resources section), then click Reports Dashboard.
2. Click Reports Dashboard.
3. Click the down arrow at Tools and Setting (left-hand margin of window), then click
4. About the 20^th line you will see Email; make sure yours is entered in that line (Email 2 is also available but the important one is Email).
5. A few lines farther down is Website. Enter your website address.
6. Click Save and Close.

That should solve the issue. If not, email us at Support@RelianceNetwork.com. We will look into it for you.