Agent Logbook is where all your File Notes, Tasks, Emails, and uReports are recorded and saved for an agent.
File Notes let you record any information from uploaded files to portfolio links; to scanned documents; to generated uReports. You can create a File Note manually or automatically.
Learn More? How to Add a File Note
Tasks can be created from various locations within Wisenet. A list of all the Tasks in all Logbooks can then be viewed by anyone with an LRM Admin access.
Learn More? How to Manually Add Tasks
uReports are generated from templates. Wisenet provides a set of generic templates and allows you to create and upload custom templates.
If this is the first time your company is generating uReport, we recommend to first test the process using our generic templates. Then once confident with the process you can create your custom templates for live situations.
Learn How To Generate a uReport
You can create your own custom uReport templates to add your own formatting, layout and changes to fields. You can create:
- Agent Contracts
- Agent Promotional Info
- Certificate of Appreciation
- Other Agent management docs
Learn how to Create a Custom uReport Template
There are different options to send email messages in Wisenet. It can be done via Logbook or uReport. Your sent email messages are saved in the Logbook.
Learn How to Send an Email Message
Learn More? Tips to keep Email Out of the Spam Folder