Agent TIMX Setup

Agent TIMX Setup

Agent TIMX Setup

These processes provide TIMX SCM guidelines and instructions on how to:

·       enroll a new Agent

·       deactivate an Agent

·       merge an Agent's accounts when there are duplicates within the same office and there is no production associated with either account

·       resolve duplicate Agent accounts in multiple offices

·       manage Agent move from one office to another

 

Processes

  1. Determine if the caller is an Agent.

To eliminate duplication, ALWAYS search TIMX using all required methods prior to applying the processes below.  

Click on each link below to view the processes.

Enroll a New Agent

This process is used when an Agent who is not currently set up in TIMX as a member and needs to be added to a main office, branch or direct pay agent. 

 

Deactivate an Agent

This process is used to deactivate an Agent when the Agent is no longer a member with HMS (deceased, retired, etc.) or is no longer a practicing Agent.

 

Duplicate Agent Process

When an Agent has accounts in multiple offices, this process allows the accounts to be merged so that the agent does not lose any production.

 

Relocate an Agent to a Different Office

This process is used when an Agent moves from one office to another, even when the Agent has production in the previous office.  The Agent must be expired from the original office and set up in the new office. The CCMID will remain the same.




    • Related Articles

    • New Agent Account Set Up

      When you have the agent on the phone, gather the agent’s name and confirm the spelling. Enter this information in your sticky notes to save for later. Example: Agent Name: Christine Reavis Agent Email: creavis@ore.com An email address is required for ...

    • New Branch Account Setup

      Open CCM Search In TIMX SCM, click HMS then select CCM Search. It is helpful to have at least 3 screens open in TIMX SCM when setting up a new account. In one screen, pull up the main account that the branch will be reporting to. Branch Search Search ...

    • Administrator Account Set Up Process

      An Administrator is someone who will enroll warranties on behalf of the Real Estate Agent. Admin accounts must be set up through TIMX and not the ARC like an agent account. To set up an Admin account in TIMX, we need: The Admin’s name The email ...

    • Deactivate an Agent

      Deactivate an Agent Process         1. In TIMX, from the toolbar click HMS and CCM Search           2. Conduct a search to locate the agent.           3. Change the CCM Status to Blank.                  4. Click on the Cancellation Reason tab.       ...

    • Duplicate Agent Process

      Duplicate Agent Process Our goal is to eliminate real estate agent record duplicates in our system – presently there is a large volume of duplicate agent records that lead to issues with our reports (among other issues) and the following steps ...