Getting Started for Professional Users
Have questions? We've got answers.
Getting Started
How do I log in for the first time?
Click Submit a Support Request and we'll point you in the right direction.
Platform Access & Availability
Is the platform offered in other languages?
Not at this time. However, web browsers such as Google Chrome or a Microsoft Edge can translate the page for you. Once your preferred language is selected, right-click and choose "Translate to…"
Is the platform accessible on mobile devices?
Yes. The platform is accessible through a web browser such as Chrome, Edge, or Safari on your phone, tablet, or other mobile device. You can save the Platform Sign-In Page to your phone’s home screen for quick access. If you’re just getting started, we recommend using a computer for the best experience.
Notifications
What notifications will I receive?
You can view and adjust notification frequency under Notification Settings. You can also enable Custom Notifications for hub activity.
Hubs & Invitations
How long does it take to create a new hub? Is there a limit?
There are several ways to create hubs:
- Invite your entire database using Invite Homeowners
- Create an Individual Hub to maintain a client relationship after closing
Creating a hub takes just a minute or two, and there is no limit to the number of hubs you can create.
What happens when I add someone to a hub?
When someone is added to a hub, they receive a Hub Invitation email. These emails cannot be edited or customized at this time. The recipient clicks the link, creates an account, and joins the hub as a collaborator.
Can I resend a hub invitation?
Yes. Under Hub Settings, you can resend or revoke invitations, remove collaborators, Edit the Hub Name, and make other hub-level changes.
Service Providers
Can I remove a Service Provider from the platform?
You can Request to Add service providers and Recommend or Un-recommend them within the platform. To fully remove a provider from the platform database, submit a request and our team will review whether the provider is no longer valid.
For more details, see the Service Providers FAQ.
Marketing & Sharing
Can I create a QR code for my landing page to include in marketing materials?
Yes. Enter your landing page URL into an online QR code generator and download the image for use in your marketing materials. We don't recommend a specific generator, but many free options are available with a quick Google search.
Data & Security
Where is the data sourced that is displayed inside the hub?
▪︎
Home value data
is collected from
multiple displayed sources and averaged
▪︎
Mortgage loan data is sourced from
Cotality
▪︎
Estimated
interest rates are sourced
from Zillow
What is the platform doing to keep my client's personal information safe?
All collaborators in a hub have access to the same information, including documents, so be mindful of who you invite. Outside of invited collaborators, no users or companies can access your hub data.
Is the information within my hubs protected?
Passwords are encrypted and access is secure. For more information, review our Privacy Policy at the bottom of the website.