Overview
You can bring in and invite clients, team members, or partners to hubs in OneHomeowner. A “hub” is a private client portal designed to help homeowners manage home, save money, and build wealth – while positioning you as the resource for everything home-related.
Importing and inviting contacts to hubs
Click Import Contacts.
Upload your contacts spreadsheet by clicking Select File.
Match your Columns from your spreadsheet to the applicable Data Fields.
After matching, click Scan My File.
You will receive confirmation that the contacts are ready for import. If everything is correct, click Import.
Once the import is complete, close the window.
To invite contacts to a hub, navigate to the Contacts page from the left navigation panel.
Click Invite to Hub the applicable contact.
Select New Hub.
Click New Create Hub.
Select the hub type: Move Hub or Homeowner Hub, then click Next.
For new Homeowner hubs:
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.
Select the Role for the person you’re inviting
Add additional people to the hub as needed by clicking Add Another.
Click Next to be directed to the new hub.
For new Move hubs:
Enter the name or email of the person you are inviting, then click Next.
Enter the address the person is Moving From.
Enter the address the person is Moving To.
Select the Planned Move Date.
Click Next.
Select the Organization if applicable, then click Send Invitation.
Outcome
You can now import your contacts and invite them to Homeowner or Move hubs.