You Asked: My contact information or my agency’s contact information changed. Who do I provide this to in order to have it updated?
Maxwell Says: We’re so glad you asked! Keeping your contact information current in VAX is critical to your success so you should verify that it is correct periodically. You can manage this yourself directly in VAX under the Account Settings menu. Look for the small gear icon in the upper right-hand corner of the site and select Account Settings from the dropdown.
If you are the agency’s site manager, you will see a menu labeled Agency. From here you can go into the Agency Profile to update your agency’s address, contact information and owner’s information. If you need to update an advisor’s information, you can choose the Manage Advisors link and update individual details under their profile.
If you are an advisor under an agency, you will have a menu where you can select the Advisor Profile link and update your profile, including your name, email address and phone number as well as settings for shopping and bookings.
Originally appeared in the Winter 2024 issue of The Compass magazine
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