Professional Users

Quick Start Guide

Launch your account and start engaging homeowners in three straightforward steps.

Getting Started

This guide walks you through six focused steps to launch your account, engage homeowners, and implement a consistent post-closing workflow. Each step has a clear objective so you can move through setup efficiently and see value quickly.

By the End of This Guide, You'll Have:

✓  A complete professional profile
✓  Contacts imported and ready to invite
✓  Homeowners invited to claim their hubs
✓  A clear workflow for post-closing success

💡 Pro Tip:

For the best experience, complete your setup on a desktop or laptop computer.
If you need assistance, Submit a Support Request.

3 Quick Steps

1 Complete Your Profile

⏱️ 4–10 Minutes

Your profile details appear across client communications and homeowner hubs, creating a consistent, professional brand.

Benefits of a Complete Profile:

▪︎ Establishes your presence on the platform
▪︎ Helps you market yourself professionally
▪︎ Enables clear communication with clients

Step 1: Complete the Registration Form

Start by signing into your account and completing a quick registration form. This is your entry point to the platform—everything you do starts from your Pro Dashboard.

1. Log in to your account
2. Complete the registration form to activate your account (first-time login only)
3. Once logged in, you'll land on your Pro Dashboard—the control center for your account

Step 2: Complete Your Profile:

1. From your dashboard, click Start
2. Add the essential information:

▪︎ Professional Headshot
▪︎ Company Logo
▪︎ Website for Property Listings

Need Help? Submit a Request to connect with our Support Team.

2 Import Your Contacts

⏱️ 10–30 Minutes

Import your existing contacts so you can start inviting homeowners to claim their hubs.

Where to Import Contacts:

▪︎ Pro Onboarding Wizard — Add contacts during initial setup
▪︎ Pro Dashboard — Quick import from your main dashboard
▪︎ Contacts Page — Import directly from the Contacts section

Import Methods:

📄 File Upload — CSV or spreadsheet
📧 CRM Sync — Connect your CRM platform
✏️ Manual Entry — Add one at a time

Upload Contacts from a CSV File

Required Fields: First Name and Last Name (separate columns)

💡 Good to know: You do not need a physical address to import contacts.

Steps to Upload:

1. Click Select File and attach your CSV
2. Match each column to the correct data field
3. Click Scan My File to review for errors
4. Select Import and keep the page open until complete

⚠️ Important: Only columns that are matched will be imported.

3 Onboard Homeowners

⏱️ 10–20 Minutes

You've reached the final step! Send invitations to one, several, or many contacts to claim their homeowner hub—with you embedded. Inviting homeowners turns hubs into living spaces where you stay connected over time.

How It Works:

▪︎ Select one or more contacts from your imported list
▪︎ Send personalized invitations with a single click
▪︎ Homeowners receive an email to claim their hub, with you at the center

🏠 After Every Closing: Make hub creation part of your post-closing workflow. Each new homeowner gets a personalized hub, keeping you connected and top-of-mind for years to come.

Pro Dashboard Walkthrough

Need Help?

If you have questions or need assistance inviting homeowners, Submit a Request to connect with our Support Team.

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