Create Broker Product Manually
Quick Guide for Setting up Products and Broker Sites
- Broker Sites - Dashboard Database
- Create new record in the products table with Broker Name
- Use company id, primary domain name, and theme data template domain name form the domains table domain record you want to be the primary
- Update domain in the domains table with the product id you just created
- Add a new record in the auth assignment table with the domain contact and item name "User Admin"
- Create new record in the products table with Broker Name
- Update the templates listing village table of that domain name. We want to set the agent id to 0 and the site type to "brokerage"
- Update the agent image in Dashboard Setting and CMS to an image for the entire brokerage
- Go to https://cms.realsavvy.com/partner/accounts and update the email for the site access
- Go to the RealSavvy Admin and CRM databases user tables and update the names, email, and phone
- Dashboard change profile photo, email, name, phone
- CMS Builder change profile photo, email, name, phone
- Make sure that the banner video URL in the templates theme data table is set on the broker site
- Run www.site.com/qa to clear any caches
- Add all agents using the Create Site button the the Users Section of the Dashboard
- Insert into the auth assignment table any users that need "User Admin" to create users and run www.site.com/qa on those users site
- Set a new admin email so agent@broker.com to admin@broker.com
- Update the CRM and ADMIN database users tables emails based on step 8