Managing Vendors

Overview:

In this article, we will review how to manage outside vendors in the agent facing side of the system. Utilizing vendors allows agents to place orders and communicate directly with third-party providers.

For example, photographers can be added as vendors. Agents can then place an order for photography directly in the system. Once submitted, the photographer will automatically receive an email with the order details. When the media is ready, the photographer can use the provided listing link to upload photos and other files directly to the listing in Brokerage Engine.

Important to know:

• The vendor workflow must be enabled in your site to fully utilize this feature. Managing Vendors is not a default configuration. To have this enabled, please request this directly from your BE CSM.
• Orders placed through vendors are automatically communicated via email to the designated vendor contact.
• Files uploaded by vendors (e.g., photography, media) are linked directly to the corresponding listing within Brokerage Engine.

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide