PAS Account Types

PAS (Pro Agent Solutions) offers several types of accounts tailored to meet the needs of agents under a broker account. The primary account types include:

• Agent Accounts: These accounts are provisioned out of a broker portal account, allowing agents to manage their contacts and share data efficiently.
• Broker Accounts: These serve as parent accounts for agents, providing a centralized platform for managing multiple agent accounts under one broker.
• CRM Pro Accounts: These accounts include features for sharing contacts among agent accounts, enhancing collaboration and data management.

Each account type is designed to enhance the operational capabilities of agents and brokers, providing essential tools for managing client relationships and expanding business opportunities.

PAS Broker Account Opening Process

Opening a broker account with PAS is a straightforward process that involves several key steps:

• Login to the Broker Portal: Access the broker portal at broker.proagentsolutions.com.
• Navigate to Agent Management: Click on the "Agents" section and select "My Agents."
• Account Provisioning: Follow the prompts to provision agent accounts under your broker account.
• Contact Sharing Setup: Utilize the "Share All Contacts" feature to allow agents to share contacts with one another, enhancing collaboration.
• Compliance and Verification: Ensure that all accounts comply with necessary regulations and complete any required verification checks.

By following these steps, agents can efficiently set up their accounts and start leveraging the tools provided by PAS to grow their business.