Professional contacts are external partners involved in a transaction, such as loan officers, title agents, or insurance providers.
Assign a Professional Contact to a Property
Open the property
Navigate to the property from the Homes tab.Open Team
Select Team from the property navigation.Add the contact
Under Additional Contacts, click + Add New
Search for the professional contact you created
Select the contact
Click the contact’s name to assign them to the property.
The contact’s details now appear on the property.
Key Notes
Professional contacts do not receive invitation emails
Professional contacts do not have access to Operator
Contact details are displayed for visibility only
Professional contacts may appear in the buyer’s directory, depending on configuration