The Goal: Set a real estate agent's SentriLock card status to Terminated so the agent loses access within the SentriLock system.
Before You Begin:
- You need staff access to the agent's contact record and the Real Estate Edition / SentriLock integration enabled.
- Have the agent's contact record open so you can reach their Real Estate tab.
Step-by-Step Instructions
The agent's card status controls whether or not the agent has access within the SentriLock system. To change the card status:
- For the desired agent, click the Real Estate tab.
- Click the
icon in the LockBox - SentriLock section.
- Click Sync with LockBox.
- Select Terminated from the Card Status list.
- Click Done. The updated status will be automatically sent to SentriLock with no further interaction needed. All data described in Data Sent to SentriLock for Agents will be sent.
Common Pitfalls
- Skipping the LockBox sync: If you set the card status to Terminated without clicking Sync with LockBox, the change may not reach SentriLock. Always complete the sync so the terminated status is sent automatically.