Sign in to WEBForms® as the initiating Broker
Then follow the steps as shown:
A - Go to Broker Tools
B - Select Transaction Transfer
C - Type the name and click the arrow to search for the last name
D - Select all the applicable kits and they will add to the basket, then Click the basket to open the transfer window
E - Select Transfer to the previous agent, Transfer to Me, or Transfer to another agent and then click the Transfer icon to complete the transfer
