Reesio Support Center

Brokerage

  • Create a New Brokerage

    IMPORTANT: When creating a new brokerage, only the person who will be setting up the brokerage should create a...

    May 17, 2017 03:43PM PDT
  • Add Your Brokerage Information

    After you choose your role type when creating your brokerage, the next thing to do is to add all of your broke...

    Sep 13, 2014 06:53PM PDT
  • Invite Other Brokerage Members

    As a reminder, do NOT have your brokerage members sign up separately from the home page, otherwise they will b...

    Apr 08, 2015 12:11PM PDT
  • Join a Brokerage

    As a reminder, do NOT sign up from the home page of the Reesio website if you're going to be joining an existi...

    Dec 27, 2014 12:54PM PST
  • Switching Brokerages

    If you already have a Reesio account (which means you already have your own brokerage or are part of someone e...

    Dec 27, 2014 12:22PM PST
  • Set Admin Permissions for Brokerage Members

    Brokerage members with admin permissions are able to create workflow/document templates for the brokerage, see...

    Jan 22, 2015 02:59PM PST
  • Admins: Add Yourself to a Transaction

    Brokerage admins have two options to review/audit transactions from other brokerage members: 1) Observer Role...

    Feb 13, 2015 02:35PM PST
  • Compliance Management

    Reesio provides full compliance management for brokerage admins to review and manage everything within their b...

    Sep 13, 2014 10:24PM PDT
  • Brokerage Dashboard

    The Brokerage Dashboard provides a snapshot of cross-transactional data to help manage tasks, notifications, a...

    Sep 15, 2014 02:46AM PDT
  • Lone Wolf Integration

    Lone Wolf Integration Reesio integrates with Lone Wolf’s accounting software to make your job even easier...

    Oct 17, 2016 12:56PM PDT
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