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Linking an application to an agent in Agent Manager
Linking an application to an agent in Agent Manager

Create a connection between an application and an agent

Dom Yeadon avatar
Written by Dom Yeadon
Updated today

Overview

Did you know you can link any application in Applications Passive (APV) and Applications Active (APS) to an agent using Agent Manager?

If you see this message after clicking "Link to an Agent," it means you currently don't have access to Agent Manager. However, getting started is straightforward!

How to Get Started

Reach out to your Account Manager to enable a trial of Agent Manager and take advantage of these benefits:

  • Centralised Data Management: Maintain all agent and agency information in one centralised system.

  • Complete Application History: View agent activities, applicant progress, and officer contributions in a unified timeline.

  • Real-Time Progress Tracking: Provide transparency for agents, applicants, and officers by ensuring everyone stays informed about the status of each application.

  • Secure Communication Storage: Keep all communications securely stored, well-organised, and easy to retrieve when needed.

  • Compliance with UKVI: Effortlessly meet UK Visas and Immigration requirements.

  • GDPR Compliance: Ensure that all personal data is managed according to GDPR regulations.

Seamless Integration within the Student CRM Platform

  • For Officers: Manage agents and applications effectively through Agent Manager.

  • For Agents: Utilise the Agent Management Platform to streamline all activities.

  • For Applicants: Stay updated with real-time information using the Applicant Portal.

Why Choose Agent Manager?

Agent Manager provides a comprehensive and efficient solution for managing agents, applications, and compliance—all seamlessly integrated within the Student CRM. By adopting this tool, you can optimise workflows, enhance transparency, and achieve more effective results.

Get in touch with your Account Manager today to start your Agent Manager trial and leverage these valuable features!

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