Real Estate Pros

Setup guides to help you make the most of your platform.
Setup Guides
Inviting and Connecting
Learn how to invite and connect with homeowners and service pros.

Homeowners

  • Navigate to the Homeowners page
  • Click Invite Homeowners button
  • Fill out the necessary information and invite

Once the user has accepted their invite, their card on this page will reflect their full information.

Service Pros

  • Navigate to the Service Pros page
  • Click Add Service Pros button
  • If you know who will be working on the project already, choose Add My Service Pro
  • If you would like to find someone to work on your project, choose Find a Service Pro
  • Once you have selected a Service Pro, click Invite

If you invited a Service Pro, they will show up as invited until you accept.

Equity Calculator
How to use the Equity Calculator to see funding options available to you or the homeowner for a given property.

Adding an Address

  • Navigate to the Agent Assist page
  • Click Add First Address button in the Equity Calculator
  • Fill out the necessary information and click Add Address

Getting Your Funding

  • Click Request Funding in the address card within the Equity Calculator
  • Fill out the necessary information and click Submit Application

A card with the name of the Homeowner and the address will appear in the Funded Listing section.

Creating Projects
How to create projects and invite Service Pros to work on them.

Creating Your Projects

  • Expand a Funded Listing card
  • Click Create New Project
  • Fill out the necessary information and click Create Project
  • Clicking the back button will return you to the Agent Assist page
  • Expand the card to view your current projects or create new ones

Expand the card to view your current projects or create new ones.

Assigning Service Pros

  • Open a project
  • Click Assign Service Pro in the Assign Service Pro section
  • Select from the Service Pros that you have connected with

Once inviting the Service Pro to the project, they will need to accept the project on their end.

Once they do, the project status will show the Service Pro's name.