Below is the procedure you need to follow as a Broker/Owner to enable Virtual Agent for your agents and allow it to be fully integrated with the RE/MAX CRM under the prospecting tab:
1. Sign a data service agreement with the Virtual Agent group, downloadable from the RE/MAX Hub. You can access it from the icon below in the RE/MAX Hub:
2. Click on the icon below to download the data service agreement. It is located at the top right of the Virtual Agent user management:
3. Once signed, the Data Service Agreement needs to be sent to Virtual Agent at: info@thevirtualagent.co.za and support@remax.co.za
4. RE/MAX Regional Support will then get a notification that the agreements have been signed and activate Virtual Agent for the office. Please note only one agreement needs to be signed for an office group.
5. Once the Broker/Owner gets confirmation that the office has been activated, they can add users to the Virtual Agent platform by accessing the Virtual Agent user management in the RE/MAX Hub, as below:
6. Navigate to the “add user” section and select the user you want to add to Virtual Agent. Tick the box next to their name and click on “add selected”
7. The user will then populate under the authorized users list at the top of the Virtual Agent user management screen.
Please be aware there is a cost involved for every user added to the Virtual Agent.
Pricing: Currently: R220 per user per month, excl. VAT
*When the RE/MAX group hits 400 or more users, the price will drop to R200 per user per month excl. VAT
When the Agent is added they will see a prospecting tab in the CRM and start using Virtual Agent.
