🎥📝 How do I remove a Realtor from a QuickQual?

You can easily remove a Realtor from a QuickQual and assign a different realtor on the "View QuickQual Details" page.

HubSpot Video


Steps To Remove A Realtor from a QuickQual:

  1. 1. Go to "My QuickQuals" on your LenderLogix dashboard and find the QuickQual you'd like to update.
  2. Click on the 3 dots in the upper right hand corner of the QuickQual you'd like to update and select "View QuickQual Details".
  3. At the top of the page, you'll see the Realtor you previously assigned. Click on their headshot/silhouette to open the " Choose a Realtor" window.
  4. Make sure the agent you'd like to remove is selected, and then click the "Remove Realtor From This QuickQual" button. It's right underneath the search bar in red.
  5. Once you've removed the old Realtor, refresh your page and you should see a "Share with a Realtor" button to add your new agent.