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.
5. From the Cancellation Reason Code dropdown, select Other Circumstances.
6. Enter the appropriate comments in the Comments field
a. No longer a practicing Agent, Retired or Deceased
b. Include your initials
7. In the Effective Date field, enter today’s date
8. If additional comments are needed, click on the
Comment tab
9. Save .
Related Articles
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 ...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 ...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 ...Enrollment with Incomplete Broker / Agent Information
Enrollment with Incomplete Broker / Agent Information During the enrollment, this process is used when the caller was referred by an agent but does not have the necessary information for the enrollment (i.e. agent or broker information). 1. For ...Relocate an Agent to a Different office
Relocate an Agent to a Different Office Process In TIMX, from the toolbar click HMS and CCM Search Conduct a search for the new office the Agent is transferring to (main telephone number, office address, etc.). Collect the office ID, address, all ...