Cinch Real Estate Client Set Up
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 ...
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 ...
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 ...
Merge Duplicate Member Broker Accounts
Merge Duplicate Main Office (Member Broker) Accounts Merging duplicate member broker accounts is processed when the Member Broker has multiple accounts at the same office and the accounts need to be merged into one. Determine which account needs to ...
Reinstate Member Broker
Reinstate Main Office (Member Broker) This process is used when a member broker account needs to be reinstated. Click on the HMS icon, select CCM Search. Conduct a search using the broker number. (if not provided, search by main office phone ...
Update Member Broker
Update Main Office (Member Broker) This process is used to update and/or make corrections to a member broker's account. 1. Click on the HMS icon, select CCM Search. 2. Conduct a search using the broker number. (if not provided, search by ...
Cancel Member Broker
Cancel Main Office (Member Broker) This process is used when a member broker account needs to be removed/cancelled. 1. Click on the HMS icon, select CCM Search. 2. Conduct a search using the broker number. (if not provided, search by main ...
New Main Account Set Up
New Main Account Set Up *Prior to enrolling the office into TIMX, you must send office information to your supervisor to get permission to set up the account. Step 1: Open TIMX, click on HMS – CCM Search It is helpful to have at least 3 ...
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 ...
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 ...
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. ...