How to Add a Client on the IDXRE Platform

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

Begin by navigating to 

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article