A CLEAR NEXT STEP

A little help, right here.

Start with these first-workday guides. Your pilot onboarding includes a walkthrough of your configured workspace.

01 · Set up your identity

Sign in with the broker credentials for your installation.
Open Team & settings → Brokerage customization.
Add your company name, logo, colors, market, and contact details.
Review client-facing previews and save.
Export your branding settings for a safe copy.

02 · Bring your people in

Add your agents with the broker account.
Have each agent sign in and change the temporary password.
Review a small sample of your contact export before import.
Assign contacts and create a follow-up task.
Verify each agent can see only their assigned clients.

03 · Move a deal forward

Open the contact and review notes and activity.
Add the deal and property details.
Move the lead or deal through your configured stages.
Add dates, tasks, and transaction checklist items.
Link the client documents and confirm access.

Try the guided demo →

Before connecting your accounts

Email & SMS

Use your customer-owned sender and phone accounts. Verify domain/sender setup, consent disclosures, opt-out handling, and any required registration before sending. Messaging usage is separate.

Google & documents

Connect the account designated by your brokerage. Confirm folder ownership, narrow access permissions, and any required production authorization before rollout.

Backups & access

The broker can export a password-confirmed data backup. Customer-specific scheduled backups and a restore exercise must be configured and verified during onboarding.