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Quick Start
Guide
Launch your account and start engaging homeowners in
three
straightforward steps.
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Launch Your Account
This guide walks you through every step to launch your account, engage homeowners, and implement a consistent post-closing workflow. A fully configured profile, organized contact base, and systematic invitation process positions you as the go-to professional for referrals, advice, and repeat business long after closing day.
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.
Get Started in Minutes
Follow these three steps to complete your profile, import your contacts, and begin inviting homeowners to their Homeowner Hubs.
Step 1: Complete Your Profile
Build Your Professional Profile
Your profile represents your business throughout Homeowner.ai. Every homeowner invitation, Homeowner Hub, and client communication displays your profile information, making a complete and professional profile essential for building trust and reinforcing your brand.
Sign in to your account and complete the registration form to
activate your account.
This one-time setup gives you access to your
Pro Dashboard, where you'll manage your account
and access all platform features.
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From your Pro Dashboard, click Start
to complete your profile.
A complete profile personalizes the homeowner experience and
ensures your branding appears throughout the platform.
Profile Elements
Professional Headshot
Upload a high-quality, well-lit photo with a neutral background.
A professional photo helps build trust and makes your communications
more personal.
Company Logo
Upload a PNG or SVG with a transparent background for the best
appearance throughout the platform.
Website for Property Listings
Add a link to your website so homeowners can easily browse your
available listings.
💡 Pro Tip: If your website includes active property listings, consider linking directly to your listings page rather than your homepage to provide immediate value.
Step 2: Import Your Contacts
Import Your Contacts
Bring your existing contacts, so you can quickly invite homeowners, create Homeowner Hubs, and stay connected long after closing. Whether your contacts are stored in a CRM, spreadsheet, or another platform, there's an option designed for your workflow.
You can begin importing contacts from any of the following locations:
▪︎ Pro Onboarding Wizard
— Import contacts during your initial setup
▪︎ Pro Dashboard
— Quickly import contacts from your dashboard
▪︎ Contacts Page
— Import contacts directly from the Contacts page
Three options are available below — pick whichever fits your workflow.
File Upload
Best for contacts stored in spreadsheets or exported CRM files.
Required Fields
▪︎ First Name
▪︎ Last Name (must contain at least
2 letters)
▪︎ A physical address is not
required to upload contacts.
How to Upload a File
Duplicates and Re-importing
During the scan process, Homeowner.ai checks for duplicate contacts using names and email addresses.
CRM Sync
Creates a live connection between your CRM and Homeowner.ai, so your contacts stay synchronized automatically.
Connect Your CRM
Need help? Detailed setup instructions for each supported CRM are available in the CRM-specific support articles.
Manual Contact Entry
Ideal when you only need to add one or a few contacts.
Add a Contact
Required Fields
▪︎ First Name
▪︎ Last Name
💡 Note: An email address is required if you plan to send the homeowner a Homeowner Hub invitation.
Step 3: Onboard Homeowners
Invite Homeowners to a Hub
Easy Invite (Bulk)
The fastest way to invite multiple homeowners at once.
This is ideal for past clients, database re-engagement, or post-import outreach.
Invite from a Contact Record (Individual)
Best for inviting one homeowner at a time, such as a recent closing.
You can also invite a single homeowner directly from the Dashboard by clicking Invite Homeowners, entering their name, email, and property address, and sending the invitation.
Invite Multiple Homeowners from Dashboard
For bulk outreach to contacts already in your database.
Invitations beyond your daily limit are automatically queued and sent gradually to ensure reliable delivery.
Share a Personalized Landing Page Link
You can share a personalized landing page link directly with homeowners, bypassing the formal invitation flow. This is useful for in-person outreach or embedding in your own communications.
Pro Dashboard Walkthrough
See the full platform in action and learn where to find key features as you get started.
Have Questions?
Our Support Team is here to help. Submit a request through the Help Center, and a member of our team will follow up with you.
Submit a Request