Met a new mortgage lender, home inspector, contractor, or another professional you'd like to stay connected with?

The AGENTVIEW Address Book makes it easy to save and organize your professional contacts so you can quickly find their information whenever you need it.

Step 1: Open Your Address Book

1. From the left navigation menu, click Address Book.

2. Your Address Book will open, displaying your saved contacts.

3. Click Add New Contact in the upper-right corner of the page.

A window will appear where you can enter your new contact's information.

Step 2: Enter Your Contact's Information

Fill in the available fields with the details you'd like to save, such as:

• Name: The person's first and last name.

• Phone Number: Their preferred contact number.

• Email Address: Their business or personal email.

• Address: Their business or mailing address, if applicable.

• Additional Details: Any other relevant information you'd like to keep on file.

For example, if you're adding a home inspector, you can save their contact details so they're easy to find when a buyer needs an inspection.

Step 3: Save Your New Contact

Once you've entered the contact's information:

1. Review the details to make sure everything is correct.

2. Click Save to add the contact to your Address Book.

Your new contact will now be available in your Address Book whenever you need to reach them.

Quick Tip: Make it a habit to add new business connections as you meet them. Keeping your lenders, inspectors, escrow officers, contractors, and referral partners organized makes it easier to provide great service to your clients.