Follow this checklist to build a strong foundation for managing properties, streamlining communication, and improving the buyer experience.
1. Complete Your Profile and Set Preferences
Your profile identifies you to teammates and buyers and controls how you receive notifications.
Update your profile
Open your profile
Click your profile icon in the upper-right corner and select Edit.Update details
Role and title
Profile picture
Save changes
Configure notification preferences
From your profile menu, select Manage Settings.
Toggle email and push notifications for items such as:
Unread messages
Weekly reports
2. Explore the Homes Index
The Homes index provides an overview of all properties and their current status.
Open Homes
Select Homes from the main navigation.Review property information
Columns display details such as:Status (Pre-Contract, Under Contract, Closed)
Construction stage
Assigned buyers
Action Items
Search and filter
Use the search bar to find homes by lot number, address, or community.
3. Add Your First Team Member
Adding team members allows others to collaborate on properties and communicate with buyers.
Open People
Select Team from the main navigation.Add a new user
Click Add New and enter the team member’s details.Save
Assign the team member to a property
Open a property from Homes.
Navigate to People.
Navigate to Team.
Click Add New and select the team member.
4. Send Your First Update to the Buyer
Updates are used to share progress and information with buyers.
Select a property
Open a property from Homes.Open Updates
Select Updates from the property navigation.Create the update
Enter a short message
Optionally attach photos, videos, or documents
Post
Click Post Now.
View the buyer experience
Click View Buyer Portal to see how the update appears to the buyer.
5. Review Action Items
Action Items guide buyers through required tasks and events during the transaction.
From Homes, locate a property.
Click the Action Items column or open Action Items from the property.
Manage Action Items
Review items in To Do, Upcoming, and Completed.
Click an Action Item to:
Update the due date
Add details
Mark it as complete
Changes are reflected in the buyer’s view and may trigger automated reminders.
Key Notes
Profile details and notification settings affect how you communicate
Homes provides a real-time view of your entire portfolio
Team members should only be assigned to properties they actively support
Updates and Action Items are visible to buyers and help set expectations