How do I invite new clients to finance at IRESE?

Go to "Home > My IRESE > Brokering", click on "Clients", and then "Invite Clients." Take me there You can invite as many clients as you would like, just be sure to separate multiple email addresses with a comma or semicolon on the invite.

IRESE provides a pre-written subject and message that you can easily forward to your invitees, or feel free to personalize it as much as you like to meet your needs. A link will be automatically included at the end of the pre-written message, which will start the sign-up process for invitees interested in joining IRESE and use your services.

When you click "Send Invitation," an email will go out to each invitee separately, inviting him or her to join your group. This means that each invitee will receive their own message, and will not be able to see the email addresses of the other invitees.

When you invite clients to use your services using IRESE's invitation system, they will be automatically approved to join your Broker client list.

What are "Broker services requests?"

These are requests from Property Owners who want to use your services and contact you. You'll get an email in your inbox and a message in your IRESE "Messages" box each time someone makes a request for your services.

As a Broker, you have seven days to respond to any services request. You may accept or reject the service request, or you may extend the timeframe to make a decision by another seven days.

How do I see all of the Client members?

Go to "Home > My IRESE > Brokering", click on "Clients". Take me there You will see a list of the screen names of all your Client members.

To view each member's profile information, click the their screen name.

To contact one client, click the "Contact" link next to their name.

To remove a client, place a checkmark next to their name and click the "Remove" button. Only Clients who do not have active listings can be removed.

How do I contact all of the Client members at once?

Go to "Home > My IRESE > Brokering", click on "Clients", and then "Contact All Clients." Take me there You will then be able to compose an email to all of the clients. When you click "Send Message," an individual message to each client will be sent.

How do I remove Clients?

You may remove a client from your list if that client does not have an active listing on IRESE.

Go to "Home > My IRESE > Brokering", click on "Clients". Take me there To remove a client, place a checkmark next to their name and click the "Remove" button. Only Clients who do not have active listings can be removed.