NOTE: Co-marketers that have yet to accept your invite, or that haven't completed their account setup, receive reminder emails 3 days and then 7 days after the invite is sent. 


  1. On the left navigation, click Leads & Contacts > Contacts.
  2. Use the search bar to quickly find your contact(s).
    • Search by name, email, or phone number.
  3. Check the box next to each contact name. 
  4. At the top of the screen, click Actions > Invite to Co-Market.
    • A new modal screen will appear. 
  5. Choose Create Invitation OR Setup Profile
    • NOTE: The option to setup profile may not be available due to your organization's setup. 


If Create Invitation was Chosen

  1. (Optional) update email content. 
  2. Click Send Invitation


If Setup Profile was Chosen

  1. Input contact information, click Next.
  2. (Optional) input license and MLS information, click Next.
  3. (Optional) add a profile picture and/or logo image, click Next
  4. (Optional) update email invite content. 
  5. Click Send Invitation