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  2. Professional Users

Professional Users

Get started and understand the tools available to advise your clients.

Get Started and FAQ

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

My Profile

  • Add MLS Search to Hubs - for Pros
  • Update your Profile
  • Adjust your Settings
  • Adjust your Notifications

Hubs

  • What are Hubs?
  • Email Communications to Homeowners
  • Hub Settings
  • View and Manage your Hubs from the My Hubs page
  • Edit the name of a Hub
  • Change the Owner of a Hub
See all 7 articles

Client Relations

  • 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

Bulk Import

  • Bulk Import for Homeowner Hubs

Pro Dashboard

  • Invite Homeowners

Landing Pages

  • What are Landing Pages?
  • Landing Page Default Settings
  • View, Share, and Edit your Landing Pages

Contacts

  • Add or Edit a Contact
  • Import Your Contacts

Service Providers

  • FAQ related to Service Providers and our Home Services Marketplace Directory
  • Edit your Service Provider Recommendations & Track Referrals

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