This exercise takes about 20 minutes to complete. Use your lunch break to grow your business! We recommend using a computer (and not your phone) when you first start using the platform.
Turn leads & transactions into Forever Clients. Stay connected and deliver personalized service at every step of the homeowner journey.
- Create a private portal for every client or prospect
- Educate, collaborate, and deliver value at every stage
- Stay connected with personalized, timely, and relevant touchpoints
1. Log in and Get Set Up (5 minutes)
Complete your Onboarding Page.
Next, Update your profile information so you can market and communicate from the platform in a modern and professional way. If you do nothing else, be sure to get this one thing done!
You can also add your MLS Search URL to your hubs.
2. Create your first Hub (2-5 minutes)
The best way to get to know the platform is to use it!
Create a Homeownership Hub for your own address so that you can start digging into the different features.
You can learn more about your Homeownership Hub here.
3. Add Contacts (5-15 minutes)
Import your contacts so you can quickly invite homeowners to claim their home.
You can add contacts one at a time, sync with an email provider, or upload a spreadsheet.
Import contacts via email or file.
Import contacts via file upload.
No physical address required! Just the email address is needed!
4. Recommend your trusted Service Providers (5-30 minutes, optional)
Understand and edit your recommendations to provide your clients with a trusted list of home service providers. Provide your list. These recommendations will be visible to your clients within their individual hubs. They are not shared with anyone outside of your hubs.
5. Invite Homeowners (2-30 minutes, continuous)
Invite one, a few, or many homeowners simultaneously to claim their homeownership hub with you at the center. Nurture those relationship easily and professionally with the platform!
Maintain your client relationship after every closing, create a hub for all of your new homeowners!
Need a PDF to share with clients? Look here!
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