When user is working with a property in darwin Cloud, there is an easy way to see when some agents license is expired.
This wasn't possible in darwin Citrix. But, in darwin Cloud, there's a setting you can change and it changes the display on screens throughout the software. Now, when some agent's license is out of date, user will see the warning right on the screen.
There may be many different license types to track. Some of the licenses (like drivers license) may not be so important. But other licenses, like their real estate license, are critical. And it may be illegal in your state to issue a commission check to an agent with an expired license.
So with darwin Cloud, no matter how many licenses you are tracking on each agent and broker, you can set which licenses are most important for the closing staff to monitor. Then, as they work, darwin Cloud will notify them every time they are working with a file that includes an agent with an expired license.
To change the settings in darwin Cloud of which expired licenses to monitor
- Click Dropdowns menu
- Click People submenu
- Click License type from the right side of the screen
- Check the box/es which expired licenses to be monitored
- Click save after the modification
Agents with expired licenses will be shown in orange font color.
To check the expiration date of the agent's license
- Click People
- Use the search button to locate the agent
- Click Agent Basics
- Under license section, see date under expire
To modify agent's license expiration date
- Click People
- Use the search button to locate the agent
- Click Agent Basics
- Under license section, click on empty field to open new window
- Change expiration date by typing or by using the calendar button
- Click save
Notice that after changing the license expiration to a future date, and refreshing the agent profile, agent's name will turn back to blue font.