How to Add a Client on the IDXRE Platform

Modified on Mon, 24 Jul 2023 at 06:03 PM

Begin by navigating to secure.idxre.com/idx/tpv/p-clientresults.cfm 


Create the Client Account:

  1. Choose "Add a Client" from the left-hand navigation bar
  2. Complete the Account Setup form
  3. Verify Account settings, then save to confirm the account settings:

Choose a Billing Package

  1. In the Package Config tab, select a package from the "Select Package" dropdown
  2. Confirm or modify package information, then "Save Package/Billing Settings"
  3. Configure & Save Account Settings


Configure MLS Settings

  1. In the "MLS Setup" tab, select "Agent" paperwork account type, then save

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