From your main browser window, locate the left navigation bar.
- Click on the My Hubs icon.
- Click on the + New Hub icon.
- Select the Hub type you would like to create.
- Select your Organization - this would be your office.
- Select the Playbook - most users select the default option. If your brokerage has a specific playbook, they’ll want you to select that one.
- Click Next.
- Enter the home address (if applicable). Click Next.
- Pick a Name for the Hub. Click Next.
- Select the MLS feed for the area (if applicable). Click Next.
- Adjust the property search map/zoom out (if applicable). Click Next.
- Invite your clients into the hub on this page OR skip this and invite them after the hub is created. Click Next.
- Click Go to Hub.
Now that the new hub is created you can invite collaborators, upload files, assign tasks, and so much more!
NOTE: As you invite collaborators into your Hubs, those users will automatically be added to your Contacts page.
NOTE: If you add yourself with the role "Homeowner" you will be receive the homeowner email communications.
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