How to setup Admins, Transaction Coordinators, Assistants at Real

Admins, Transaction Coordinators and Assistants are provided with an account that can be linked to agents or teams at Real, enabling them to manage transactions in one place.

It is the agent's responsibility to ensure unlicensed assistants only perform work in accordance with laws and regulations where they do business.

IMPORTANT: If your Admin or Transaction Coordinator already has a reZEN profile, we will migrate them to the new and improved TC and Admin Experience soon!  For now, please fill out THIS FORM, and our setup team will be in touch with the next steps.

If your TC is NEW to Real and reZEN:

Adding your Transaction Coordinator to your agent profile is easier than ever. 

Step 1: Log into reZEN 

Step 2: Open your Dashboard and select Overview. Locate the section labeled Transaction Coordinators and choose Connect.

Next, select ‘Are they new to Real? Email them an invite.’ You will then be prompted to type in their name and email address. 

Step 3: Choose the Transaction Coordinator’s level of access. 

You will have three options: 

1. All Open Listings and Transactions - This will add the Transaction Coordinator to all of your open listings and transactions, and all of your future listings and transactions
2. Created After - This will add your Transaction Coordinator to transactions and listings created after a specific date. You will be able to choose this date when selecting this option
3. Created by Them or Manually Added - This option will add your Transaction Coordinator to transactions and listings they create for you. If you create a transaction, you can add them to that specific listing or transaction.

Choose your preferred option and select Next

Step 4: After selecting Next, you will see a pop-up to Confirm you would like to connect with your chosen Transaction Coordinator. Select Confirm if you would like to move forward with the process. You will then be prompted to Sign the Agreement.

After selecting Next and signing your agreement, your Transaction Coordinator will receive an invitation email to create a TC reZEN account and connect as your Transaction Coordinator. 

Once your TC creates their account, we will approve the account, and your TC can get started!

Still have questions? Need to report an issue? Please contact Support for assistance: How do I contact Real Support?