Professional Users

Account Setup & Basics

• Quick Start Guide
• Professional Users FAQ
• What is Homeowner Management?
• Your Homeowner Management System
• Create your first Hub (from the My Hubs Dashboard)
• Delegate Access to Domain

Contacts & Data Management

• Inviting Contacts vs. Auto-Enrolling Contacts
• Import Your Contacts
• Bulk Import for Homeowner Hubs
• Enrich Your Contacts
• Add or Edit a Contact

Hubs Management

• What are Hubs?
• Hub Settings
• View and Manage your Hubs from the My Hubs page
• Edit the name of a Hub
• Featured Advisors
• Add MLS Search to Hubs - for Pros

See all 11 articles

Landing Pages & Branding

• Landing Pages Overview and Setup
• View, Share, and Edit your Landing Pages
• Landing Page Default Settings

Client Engagement & Communication

• Consumer Launch Plan
• Social Media Templates
• Communicate with your Clients - Resources you can Share
• Maintain your Client Relationship after Every Closing
• Agent to Consumer Introduction Email Template
• Loan Officer to Agent Introduction Email Template

Opportunities & Insights

• Opportunities

Service Providers & Marketplace

• Service Providers FAQ
• Edit your Service Provider Recommendations & Track Referrals

Profile & Account Settings

• Update Your Profile and Add a Photo
• Adjust your Settings
• Adjust your Notifications