HouseMaster Cloud now has the ability to get your buyer's agent and seller's agent's information from ISN during report upload. Along with this, we have modified some of the options on your profile to give you more control of who your reports are sent to.
1. "Send reports to the Buyer's Agent automatically?" - When set to "No/unchecked", this option will make it so that when a report is uploaded the Buyer's Agent will not be notified or given access to the report. When the customer logs in and views the report, they will be given the option to share the report with the Buyer's Agent.
2. "Send reports to the Seller's Agent automatically?" - When set to "No/unchecked", this option will make it so that when a report is created the Seller's Agent will not be notified or given access to the report. When the customer logs in and views the report, they will be given the option to share the report with the Seller's Agent.
3. "Send reports to agents that were not specified as the Buyer or Seller's agent in ISN or HomeGauge to be sent a report?" - Often reports are uploaded with agents attached, but they are not specifically set as the Buyer's or Seller's Agent. In cases like this, if this option is set to "No/unchecked", Agents without a role would not be able to view the report until the customer grants them access.
4. From here on out, if there are agents who do not have access to the report, but are listed on the report, you and your customer will see a notice in the "Real Estate Agents" of the "Who has access?" portion of the report, and will be able to modify their access.
We are going to push this update at 10 AM Eastern time on Thurs March 16th, and we need you to login and update your profile before you upload any reports following this update to ensure that the proper agents receive the report.
