Brokers and agents
Title / Settlement Providers
How do I change the types of clients I receive?
You can update the "Client Types" settings in the Referral Manager. The "Settings" age can be accessed by clicking the gear icon in the upper right corner on your desktop or the bottom right corner on your Opcity app.
Client Types: Use this feature to select which types of leads you would like to receive. You can choose to work the following options: Buyer/Seller, Buyer, Seller, Investor, Lease/Other