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Description

Interact with Client records.

Client records are owned by brokerages. Anything you see or create involving clients will only be visible to the users that are a part of your brokerage.

Clients represent a brokerage's customers, but they can also be tied to an office within the Broker Exchange to allow you to add custom contact information and notes that are unique to your relationship with another brokerage's offices.

Each of your own offices also has a client record associated with it that's used to store the EvoPay account details for each office.

If you'd like to see all tags associated with your brokerage, please call the 'show' action on your brokerage ID.

ForĀ country code, please use the Alpha-2 version for the given country. For more information on Alpha-2 country codes, pleaseĀ see this page.

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