Invite one, a few, or many to claim their homeownership hub.
From your main window, locate the left navigation bar.
- Click on the Dashboard icon.
- Click the Invite Homeowner button.
Invite a Single Homeowner
1. Start by entering their name, email address, and home property address. While the property address is recommended, it is not required.
2. Confirm your hub settings and then click Send Invitation.
Invite Multiple Homeowners
NOTE To invite multiple homeowners at once, you will need to upload your contacts first.
- Click Multiple from the dropdown on the top right.
- Confirm your settings and agree to our No Spam policy.
- Click Next.
- Select the homeowners you would like to invite by clicking the boxes next to their names.
- There is a daily limit for each user so you may have to go back and invite users over several days. (The daily limit is 200.)
- Click Send Invitations.
Once a homeowner accepts their invitation, you'll be notified via email. Then, you can access the hub to send a message, upload documents, assign tasks, and more!
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