Agent Statements

Agent Statement users have instant online access to their statements 24/7.

Give your agents the ability to view, download, and print their commission statements at any time from anywhere.


How it works:

  1. Create the new user (agent) just as you would create any other user in your account and indicate that they're tied to the "Agent Statement" security group.
  2. Indicate which agent statements they'll have access to by checking the appropriate boxes.
  3. Click "Save & Email Login Info". They'll receive their login credentials via email.

That's it! The agent you created now has access to all previous and current statements at anytime from anywhere!

Go to your User Administration settings and start providing your agents the convenience of instant online statements!

Need help getting started? No problem! Give us a call: 866-338-7075

*Agent CRM users already have the capability to access to online statements so you don't need to pay any extra for them.