1. Complete Your Profile & Set Preferences
Your profile is your digital identity on the platform. Keeping it complete and accurate ensures your team and buyers can easily identify and communicate with you.
Step 1: Access Your Profile: Click your profile icon in the upper-right corner and select your name or Edit.
Step 2: Update Your Details: Fill in your Role and Title, and upload a professional Profile Picture. A complete profile builds trust with buyers.
Step 3: Configure Notifications: From the same profile menu, click Manage Settings. Here, you can toggle email and push notifications for key activities like unread messages and weekly reports.
Helpful Tip: We recommend keeping notifications for "Unread Messages" active. This ensures you can respond to buyer inquiries promptly, which is key to building confidence and satisfaction.
2. Explore the Homes/Property Index
The Property Index is your central dashboard for viewing and managing all your homes. Familiarize yourself with this view to understand the status of every property at a glance.
Step 1: Navigate to Homes: Click Homes from the main navigation menu on the left.
Step 2: Understand the Layout: Review the columns to see key information like Status (Pre-Contract, Under Contract), Construction stage, assigned Buyers, and pending Action Items.
Step 3: Practice Filtering and Searching: Use the search bar at the top to quickly find a specific property by its lot number, address, or community.
Helpful Tip: Use the search bar to instantly locate a home by lot number, address, or community name — especially helpful when working across multiple communities.
3. Add Your First Team Member
OPERATOR is built for collaboration. Adding your team members ensures everyone has the access they need to contribute to a seamless buyer journey.
Step 1: Go to the People Section: Select Team from the left-hand navigation menu.
Step 2: Add a New Member: Click the Add New button and fill in your colleague’s details, including their name, email, and role.
Step 3: Assign Them to a Property: Navigate to a property from the Homes index, go to its People section, and click Add New to search for and add the new member.
Best Practice: Assign team members only to the properties they are actively working on. This keeps their view focused and ensures clear lines of communication for the buyer.
4. Send a Test Update
The Updates feature is your primary tool for proactive communication, replacing fragmented emails and texts. Sending a test update helps you see how simple it is to keep buyers informed.
Step 1: Select a Property: Choose a property from the Homes index.
Step 2: Go to the Updates Tab: Click the Updates tab in the property's navigation.
Step 3: Post an Update: Write a brief message in the text box. You can attach photos, videos, or documents. Click Post Now.
Step 4: View the Buyer Portal: Click the View Buyer Portal link on the right side of the screen. This opens a new tab showing exactly what the buyer sees, including your new update and a notification alert.
Helpful Tip: Use updates to share exciting progress, like photos of a newly framed house or a completed foundation. These visual milestones are highly engaging and empower buyers with information.
5. Review Action Items
Action Items are templated task lists that guide buyers through key steps like securing financing or scheduling site visits. Understanding how they work is fundamental to ensuring a smooth and on-time closing.
Step 1: Find a Property's Action Items: From the Homes index, click the button in the Action Items column for any property.
Step 2: View the List: You will see a list of pre-configured tasks categorized as To Do, Upcoming, and Completed.
Step 3: Edit or Complete an Item: Click on any Action Item to edit its due date, add details, or mark it as done. This automatically updates the buyer's view and can trigger automated reminders.
Best Practice: Regularly review upcoming Action Items for your properties. This proactive management helps you anticipate buyer needs and prevent potential delays before they happen.