The People tab is the centralized directory for everyone involved in your transactions. This includes internal team members, buyers, and external professional contacts.
Keeping contact information accurate ensures communication stays clear and transactions stay organized.
Contact Types
Operator organizes people into three categories:
Team
Internal users who work in Operator (sales, construction, closing, etc.).Buyers
Prospective or current homeowners associated with a property.Contacts
External professionals such as lenders, real estate agents, attorneys, or insurance providers.
Each person appears once in the global directory and can be associated with one or more properties.
Edit a New Contact
Contact information can be updated at any time.
Open People
Select the appropriate category (Team, Buyers, or Contacts)Locate the contact
Find the person you want to editEdit
Click EditUpdate details
Modify contact information as neededSave changes
Click Save Changes
