Add and edit an Agency

Add and manage agencies

Discover how to effectively add and edit agencies within your WarrantyHub account.

Add an agency

  1. Go to Agencies.
  2. Select + Add Agency in the top right corner.
  3. In the Manage Agency window, enter agency details:
    1. Agency Name
    2. Type
      1. Brokerage
      2. Closing Company
      3. Lending
      4. Transaction Coordinator
      5. Insurance
      6. Inspection
      7. Property Management
    3. Agency Email and Phone
    4. Address
    5. Billable 
    6. + Add Logo
    7. + Add Icon 
  4. Click Save.

Edit an agency

  1. Go to Agencies.
  2. Locate and select the Agency to edit.
  3. Scroll down to Agency Details.
  4. Click the 3 dots and choose Edit.
  5. Enter in your changes and Save.

Merge or delete an agency

  1. Go to Agencies.
  2. Locate the agency to delete or merge.
  3. From the far right hand menu, select Admin.
  4. Delete Agency 
    1. You can delete an agency if it has no associated assets..
    2. If the agency has assets, follow the Merge Agency workflow to merge them into an existing agency.
  5. Merge Agency
    1. A popup will list the assets merging into the new agency.
    2. Click Select Destination Agency and search for the agency to merge with.
    3. Select Yes to confirm the agency merge.

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