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Add Credit Card to Agent Profile
Brokerage Engine
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Add New Credit Card to Profile
Disable/Enable Auto Pay Processing
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Alert! If you are staff adding the credit card for agent, you will need to impersonate the agent profile and then follow the below steps.
Add New Credit Card to Profile
1
Click "Edit Profile"
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2
Click "Add Credit Cards"
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3
Enter Credit card number and expiration date
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4
Click "Submit"
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5
Verify Credit Card is successfully available on profile
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Disable/Enable Auto Pay Processing
6
Click "Disable/Enable Auto Pay" depending on current preference
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7
Click here.
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