If you are a SchemeServe Master Account Holder, you can retain the services of Agents that resell your schemes.
SchemeServe provides the tools to manage Agents effectively.
Finding an Agent
- Log in to SchemeServe
- Click the Agents Tab
- Enter the Agent ID, Name or Postcode to search for an Agent OR you can list All Agents OR Agents beginning with any letter of the alphabet
- Click the Agent Link to View the Agent's Details OR View the Agents Cases by clicking the View Cases Link
Note: It is possible to import and export Agent details in SchemeServe - these options can be accessed on this SchemeServe page too.
Jumping straight to a specific Agent
Editing Agent account details
Importing Agent Details from External Sources
Exporting Agent Details for External Use
Deleting an Agent Permanently
Resend Welcome Emails to Agents
Adding a Note on an Agent
Assigning a Scheme to an Agent
Setting an Agent's Commission
Adding a Custom Agreement to an Agent Record
Paying Commissions to Multiple Parties
Creating White Label Agent Websites
Disabling an Agent's Account
Enabling an Agent's Account
Editing Agent User Accounts