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
Purpose This article explains when and how to merge duplicate Member Broker accounts that exist under the same office, so agents can consolidate multiple records into a single account and maintain accurate member information Guidelines Review the ...
Reinstate Member Broker
Purpose Use this procedure to reinstate a cancelled Member Broker (main office) account. Process Click on the HMS icon, select CCM Search. Search for the Broker Conduct a search using the Broker Number using the Search Icon If the broker number is ...
Update Member Broker
Purpose Use this procedure to update or correct a Member Broker (main office) account. Process Click on the HMS icon, select CCM Search. Search for the Broker Conduct a search using the Broker Number using the Search Icon If the broker number is not ...
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
Purpose Use this procedure to search TIMX and create a new Main office account when an office does not already exist in the system. Before enrolling the office in TIMX, you must send the office information to your supervisor to get permission to set ...
Transfer an Agent to a Different Office
Transfer an Agent to a Different Office Process In TIMX, from the toolbar, click HMS and CCM Search Search for the new office using the main telephone number, office address, etc., for the office the agent is transferring to Collect the office ID, ...
Duplicate Agent Process
Purpose The purpose of this article is to reduce duplicate real estate agent records by outlining how to correctly search for existing agents, identify the correct record to keep, and merge duplicate records. Following this process helps maintain ...
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. ...