Build with IDX Broker Forums General Discussion Announcements Follow up with clients that have not sent MLS ppwk back

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  • Nick Leech
    Keymaster
    Post count: 170

    With us billing clients as soon as the sign-up form is submitted there are some clients that are being billed without MLS approval.

    I would recommend logging into your partner account going to Clients –> Exports.

    You can do an export to see which clients are being billed that have not sent the MLS paperwork back.

    Export the following fields:

    Client Info – Account ID, Primary Email, website
    Client Membership – Paperwork recieved
    Billing Info – Last Billed
    Account Status – Enabled

    You can sort via the last billed section so 0000-00-00 00:00:00 shows first and then remove all of those cells.

    Look for clients with only a single MLS that have :[‘n’] and that will tell you which clients you will need to follow up with.

    Normally we do multiple follow ups ourselves but it would be great if the developer followed up with their clients as well.

    If a client under your developer code is being billed and they are no longer working with you then I would recommend cancelling the account via your partner dashboard: https://support.idxbroker.com/support/s/article/partner-account-upgrade-and-cancellation

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