Overview
Hubs are exclusive platforms where you can assist clients in collaboratively navigating their homeownership experience, covering aspects from upkeep to financing. You have the ability to set up and invite clients and collaborators to help oversee the management of the client’s residence.
Creating New Homeowner Hubs
Navigate to My Hubs from the left navigation panel.
Click New Hub.
Select Homeowner Hub for the hub type and click Next.
Choose the Organization from the menu.
Select a playbook from the menu, then click Next.
Enter the home’s address and click Next.
You can enter a unique hub name if needed, then click Next.
Invite individuals to the hub by providing their email address, first name, last name, and their role.
You can add additional people to the hub as needed by clicking Add Another.
Click Next to be directed to the new hub.
Outcome
You can now create new homeowner hubs.