Add a connection

As an agent, you will want to connect with other real estate professionals outside of your team so you can collaborate on a deal with them.

Add a connection

• Click on the + sign next to My Connections.
• Enter the email address and if they are new to Mevi give them a display name.
• Give them a persona
  • Connection Personas;
    • Agent
    • Lender
    • Title Sales Rep
    • Closing Agent
    • Closing Coordinator
    • Inspector
    • Photographer
    • Insurance Agent
• Press continue

Example of adding a connection

Add a connection to a Deal

• On the deal detail page, tap the "+" on the other team section
• Add an existing team member or add a new one

Example of adding a connection to a deal