For customers that have chosen to break up their one dash franchise into multiple darwin companies, the customer may have times when it needs to move an agent from an office in one company (Company A) to another company (Company B). These steps are for moving agents under the same franchise ID in dash.
There are number of steps the customer will need to follow make sure this goes smoothly.
Terminate Agent in Company A
- Click People
- Click Agent Basics
- Click on the position field under positions
- Enter terminated date
- Click save
This record will not be send to dash.
Remove any agent MLS IDs from the People links submenu
- Click on the MLS ID of the agent
- Click delete
Create a New Person record in the new company
To create a new person type in darwin Cloud, take the following steps:
- Click the People menu
- Click the new button to start adding a new person type
Person Details: Select person type and enter details according to requirements
- Select Agent as a person type from the drop-down list
- Fill in the first name, last name in the field
- Click next
- Select company from the drop-down list
- Select office from the drop-down list
- Click add
User must fill in the information on the following submenus:
- Person basics
- People links
- Including the MLS IDs for all of their MLS's
- Agent Basics
- CHECK THE EXCLUDE BOX TO PREVENT THE AGENT FROM SENDING TO DASH WHILE WE ARE MAKING ADJUSTMENTS
- Web profile
- Commission
Copy the guids from the People links tab from the Company A person to the Company B person
User must have the Modify GUID role
- Click Security
- Click search
- Enter a part of the user name
- Click search
- Check Modify GUID
- Click save
Copy the person guid, atguid, and the company staff guid from the Company A person to the Company B person from People links sub menu
Upload the agent photo in darwin Cloud
- Click Profile menu
- Click Web Profile
- Click the arrow up or the image field to upload photo
- Choose an image from the pop-up window
- Click Open
To submit the agent to the new office:
- Click People menu
- Click Agent Basics submenu
- Uncheck the exclude check box
- Click save
- Click submit
Moving the listings and pendings from Company A to Company B
- For the listings in Company A, withdraw the listings with a withdrawn date of today and add WD to the MLS #
- For the pendings in Company A:
- if they are going to close under Company A do nothing
- if they are moving to Company B, cancel the pendings, add CA to the MLS number and do not bring the listing back as a new active listing
- To get the listings and pendings into Company B:
- if there are only a few properties, use the pull and push from the property page to pull them in as new records and confirm they pulled into the new company attached to the new agent record
- if there are many records, run or ask [email protected] to run the feeds for these listings in full mode
- If there is any escrow being held for the Pending properties you will need to manually transfer it
- If there is any recoverable property expenses user will need to transfer that as well
Commission Plans and history
User will need to set up the commission plan on the new agent in Company B
User will need to make sure they have the correct level and totals
Agent Billing and Expense recovery
User may need to manually transfer Agent billing info and expense recovery
Other considerations
If there are any overrides for recruiters or mentors or such, those may have to be transferred
SkySlope Users
If you are matching the agents by their PublicID in skyslope, user will need to update the PublicID in SkySlope with the new ATGuid