Agent Preview

Agent Preview provides the Agent complete control over the listings sent to their clients. Prior to Agent Preview, once a Saved Search was set up, new listing matches would automatically be sent to the client and their Collaboration Center site. There was no available method for the Agent to preview listings before their clients received them. With Agent Preview the Agent now has the option to either Approve or Disapprove listings before the client is notified.

Turn on Agent Preview

2 Options:

1. Setup to be turned on by default
2. Setup on a client by client basis

Option 1 – Turn on by default

1. From the Preferences menu, select Collab Center.
2. Click Search Options on the left side of the screen.
3. From the Search Options drop-down list, select Agent Preview.
4. Click Save.

Option 2 – Client by Client Basis

1. From the Contacts menu, select View / Manage Contacts.
2. Click on the name of the contact you want to turn on Agent Preview.
3. On the left side, click General, then Contact Information.
4. From the Search Options drop-down list, select Agent Preview.
5. Click Save.

Enable Agent Preview

Agent Preview can be used on a client-by-client basis. In the Contact Information, change the Collab Center Search Options to Agent Preview to enable.

If you wish to have Agent Preview enabled by default, go to Preferences > Collab Center > Collab Center Search Options. Change to Agent Preview and click Save.

Contact Manager

Once Agent Preview is enabled for a client the contact manager screen will display the Needs Approval and Disapproved columns for all clients. The contents will be blank if Agent Preview is not used for a client.

• Needs Approval – This column contains the number of listings that the agent must review and either Approve or Disapprove.

NOTE: Once a listing is approved it cannot be disapproved at a later time.

• Disapproved – This column contains all the listings the agent has disapproved. If you change your mind on a listing, don’t worry. Any listing that is disapproved can be approved at a later time.  

Review Listings

To review listings, click on the number of listings. Select the listings you want to approve or disapprove and click on the respective button. Once done reviewing all listings, click on Finish Preview.

NOTE: To view the Agent Detail View (or default double click view), double click on the listing you wish to view or click on the Listing ID#.