Requesting Access as a TC

Using the TC Access feature in Breeze grants TCs full access to prepare disclosures and send envelopes on behalf of their agents. 

Step 1: Create your Breeze account.

Step 2: Request access from your agent.

Step 3: Rock and roll! ??

VISUAL GUIDE

STEP-BY-STEP GUIDE

1. From the Breeze home page, click on Invite Your Team, or click My Team in the left menu column.
2. In the upper right, click Share. Then select Request Access.
3. Enter the agent's email address from whom you'd like to request access.
4. Click Send to send the request. 
5. Once the other agent has approved the request, you will see that agent listed as your collaborator.

If you have any questions about using Teams in Breeze, please reach out to our 24/7 Support team!