Add Credit Card to Agent Profile

    • Brokerage Engine |
    • 0 step |
    • 2 minutes
      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

      Click "Edit Profile"
      Click "Add Credit Cards"
      Enter Credit card number and expiration date
      Click "Submit"
      Verify Credit Card is successfully available on profile

      Disable/Enable Auto Pay Processing

      Click "Disable/Enable Auto Pay" depending on current preference
      Click here.
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