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Agent Setup App

Step 1A –  Log into the Jotform

Log in to “My Forms” and then click on the “My Apps” button.

       



Step 2A – Clone the Template App

Find the template app and clone it. 



Step 2B –
Clone the Template App

Step 1 – Enter the Agent’s Name for the App Name.
Step 2 – Clone the app and keep existing forms. This is super important to not miss this step.
Step 3 – Click “Clone App“



Step 3 – Edit Header

Step 1 – Add the agent’s photo
Step 2 – Add the agent’s name
Step 3 – Change the title if necessary.
Step 4 – Remove the blank element. It is not needed.



Step 4 – Edit Homepage

Step 1 – Add the agent’s email address.
Step 2 – Add the agent’s phone number.



Step 5 – Edit About Me

Step 1 – Add the agent’s photo
Step 2 – Add the agent’s bio



Step 6 – Edit Open House QR Code

Change the LAG number to the agent’s QR code.



Step 6 – Publish QR Code

Publish the QR code and copy the link of the app.



Step 7 – Add to PipeDrive

Add the app to PipeDrive in the “BRK | AppLink” field.

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Darin Robertson

Darin Robertson

Designated Broker
425.466.1557
View Darin's Bio
Contact Darin

 

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Jesse Tronson

Jesse Tronson

Managing Broker
425.681.8616
View Jesse's Bio
Contact Jesse

AQUA Real Estate



King: 206.688.AQUA

North End: 425.403.AQUA

South End: 253.367.AQUA

Peninsula: 360.370.AQUA

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