How to connect your agent account to your TC:

How to connect your agent account to your TC:


To connect a Transaction Coordinator to your account and allow them to send invites to your home sellers on your behalf, sign into your account at protect3.sellersshield.com 


Once you are signed into your account, navigate to the business section of your profile: 

Next, select the Transaction Coordinator tab and then choose "connect" 


From there, send a connection request to your TC and approve their capabilites. 

NOTE: You must select the optional Form Access for you TC to have access to the completed disclosure forms 

Your TC will receive the following email requesting that they approve the connection: 

Once your TC accepts the connection, they will be able to send invites to your home sellers on your behalf, utilizing the same forms list you have available in your agent dashboard.

 

TCs will be able to manage the listings they have sent, send reminders, edit the listing details, and download the completed disclosure forms (if the agent has allowed for that).

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