Getting buyers to activate their account and use your app is the best way to provide high-touch communication and for them to follow along on the homebuilding journey.
This guide outlines the steps to add and invite buyers to their personalized Builder app and portal, ensuring a smooth home buying experience.
Manage Buyers
You can review all buyers in the master list and see the status of each buyer and all buyers by community
From the Buyers tab, you can
See quick analytics of buyer activation
All buyers associated with your company
Latest status of that buyer (app installed, last active, updates, and messages)
View, edit, and invite the buyer
Add New Buyer(s) to A New Transaction
When creating a new transaction, you can add buyer(s) but it does not invite them to the app. You can choose to do this when you add the buyer or later on.
Find Property
Find the property from the Home Index (pre-contact home)
Click on Add Buyers
This will take you to the Buyers tab
Create a New Transaction (if there isn't one)
Fill out transaction details
Add Buyer
Click on Add Buyer(s)
Search for a Buyer
Type their name in the search bar
Create a new buyer
If they are not already in the system, you can create a new buyer
Add buyer
Add their information and click Add
Add New Buyer(s) to Existing Transaction
Find Property
Find the property from the Home Index
Navigate to Buyers tab
Click on People then Buyers
Search for buyer
Click on Add buyer and search for their name
Add buyer
Add their information and click Add
Invite Buyers (from individual property)
In order to invite a buyer, a new transaction needs to be created for the property.
Locate the property
Search for the property you want to add the buyer to
Navigate to the People tab
Select Buyers to view the list of buyers associated with the property
Invite the buyer
Hover over their name and click on the ellipsis button (...)
Add the buyer if they are not already on the list
Check invitation status
Look for a mail icon with an exclamation point next to the buyer's name to confirm they have not yet been invited. You can resend the invite if they are already invited.
Send invitation
Click 'Invite' to send an invitation to the buyer.
Invite Buyers (from people tab)
Find the buyer
Click on the People tab then Buyers
Send the invitation
Click on the ellipsis (...) of the buyer and click Invite
Key Notes
The system will automatically email the buyer a unique link to set up their password and log into the portal
After sending the invitation, the status will update to 'Invitations sent'.
This allows you to easily track who has been invited.
If needed, you can resend the invitation by clicking the ellipsis again.
Alternatively, copy the link to send it directly via text or email.