Professional Users
How do I log in for the first time?
Click Submit a Support Request and we'll point you in the right direction.
Is the platform offered in other languages?
Not at this time. However, web browsers such as Google Chrome or a Microsoft Edge can translate the page for you. Once your preferred language is selected, right-click and choose "Translate to…"
Is the platform accessible on mobile devices?
Yes. The platform is accessible through a web browser such as Chrome, Edge, or Safari on your phone, tablet, or other mobile device. You can save the Platform Sign-In Page to your phone’s home screen for quick access. If you’re just getting started, we recommend using a computer for the best experience.
What notifications will I receive?
You can view and adjust notification frequency under Notification Settings. You can also enable Custom Notifications for hub activity.
How long does it take to create a new hub? Is there a limit?
There are several ways to create hubs:
Invite your entire database using Invite Homeowners
Create an Individual Hub to maintain a client relationship after closing
Creating a hub takes just a minute or two, and there is no limit to the number of hubs you can create.
What happens when I add someone to a hub?
When someone is added to a hub, they receive a Hub Invitation email. These emails cannot be edited or customized at this time. The recipient clicks the link, creates an account, and joins the hub as a collaborator.
Can I resend a hub invitation?
Yes. Under Hub Settings, you can resend or revoke invitations, remove collaborators, Edit the Hub Name, and make other hub-level changes.
Can I remove a Service Provider from the platform?
You can request to add service providers and recommend or un-recommend, them within the platform. To fully remove a provider from the platform database, submit a request and our team will review whether the provider is no longer valid.
Where is the data sourced that is displayed inside the hub?
Home value data is collected from multiple displayed sources and averaged
Mortgage loan data is sourced from Cotality
Estimated interest rates are sourced from Zillow