In order to effectively utilize your agency platform, it is essential to have agents integrated into the system. This document outlines the steps to generate invitation links for various types of agents and agencies, ensuring a streamlined onboarding process.

To retrieve your invitation links, navigate to the links icon located in your navigation section. This icon resembles a purple figure-8. Click on it and select "Invitation Links" to view your options. You can also click the green + icon in your navbar when you are in your agency platform.

There are several types of invitation links available, each designed for specific recipients:

• Invite for Agents: This link should be sent to downline agents who are directly contracted to your agency.

• Invite for Agencies: This link is intended for downline agencies that are directly contracted. They will use this link to replicate the process you have followed to build their own teams.

• Invite for LOA Agents: This link should be sent to agents whose commissions flow into the agency. LOA agents can only view profiles that they have entered into the system or those belonging to the agency principal that have been shared with them.

• Invite for LOA Community Agents: Use this link if you want your LOA agent to have access to all profiles associated with the agency principal.

To send an invitation link, simply click "copy link" and send the link to your downline agent.

By following these steps, you can ensure that your agency platform is populated with the necessary agents, facilitating effective management and collaboration within your agency.