When creating a new registration, agents, responsible professionals, and contacts can be associated!
Creating a new registration allows you to create agents, responsible professionals, and contacts at the same time without having to exit out of the creation of the registration workflow.
To get started, navigate to General > Registrations and click on the blue + New button.
Details
REGISTRATION TYPE and JURISDICTION are required fields. Enter all other relevant details in this tab. There is also the option to change the status of the registration through the drop-down menu at the top right-hand corner of the box.
Dates
Enter the relevant dates in this by selecting a date from the calendar that pops up when the field is clicked on.
REGISTRATION DATE is a required field. Enter all other relevant dates in this tab.
Check off the Create compliance reminder box to be reminded and check off the Create compliance task box to create a task flow for the compliance.
Responsible Professionals
To add a responsible professional to this registration, click the blue Add button. An existing profile can be selected, otherwise, click the New button at the bottom left-hand corner to create a new profile. Enter the relevant details of the responsible professional and click the blue Create button once completed.
Selecting a RESPONSIBLE PROFESSIONAL TITLE is required. Adding a CUSTOM TITLE is optional if the agent title is not included in the list.
Agents
To add an agent to this registration, click the blue Add button. An existing profile can be selected, otherwise, click the New button at the bottom left-hand corner to create a new profile. Enter the relevant details of the responsible professional and click the blue Create button once completed.
Selecting an AGENT TITLE is required. Adding a CUSTOM TITLE is optional if the agent title is not included in the list.
Contacts
To add a contact to this registration, click the blue Add Contact button. An existing profile can be selected, otherwise, click the New button at the bottom left-hand corner to create a new profile. Enter the relevant details of the contact and click the blue Create button once completed.
Selecting a ROLE is required. Adding a CUSTOM TITLE is optional if the agent title is not included in the list.
Please note that only Client Contact and Agent Contact can be used on a registration.
All Affiliations
This tab is to review the Responsible Professionals and Agents included in this registration. To correct incomplete/incorrect information, click on the name to be redirected to edit the details.
Documents
Click the + Link Documents to link any relevant documents from the Minute Book to this registration.
Review
This area is to review each tab to ensure that the details entered are accurate. To make any changes, navigate to each respective tab. Once all information is deemed accurate, click the blue Create button. Edits can be made once the registration has been created.