Getting Started

• Overview

  • Articles coming soon

FAQs

• Articles coming soon

Leads

• Lead Field Reference
• Creating a Lead
• Leads List
• Sending an Email
• Managing Tasks

Contacts

• Contact Field Reference
• Creating a Contact
• Contacts List

Mobile Home Parks

• Creating a Mobile Home Park
• Mobile Home Parks List

Listings

• Listing Field Reference
• Creating a Listing
• Listings List

Phone Calls

• Making a Call
• Receiving Calls
• Managing Calls

SMS

• Sending a Message
• Managing Messages

Events

• Creating an Event
• Managing Events

Checklists

• Resale Checklist Overview
• New Home Checklist Overview

• Resale Checklist Sections

  • 1 – Market Analysis
  • 2 – Property Marketing
  • 3 – Agent Marketing
  • 4 – Appointments
  • 5 – Offers/Purchase Docs
  • 6 – Buyer
  • 7 – Open Escrow
  • 8 – Close Escrow

• Forms

  • Information Sheet Field Reference
  • Listing Agreement Field Reference
  • Purchase Agreement Field Reference
  • Transfer Disclosure Field Reference
  • Purchase Order Field Reference

• New Home Checklist Sections

  • 2 – Appointments
  • 3 – Offers
  • 4 – Buyer
  • 5 – Open Escrow
  • 6 – Close Escrow
  • 1 – Marketing

Deals

• Managing Deals

Twilio

• Set Up a New Number

• Twilio Setup

  • Articles coming soon

Administrative

• Set up a new User
• Set up a new Agent
• Managing Users
• Creating a New Unit
• Managing Agents
• Updating User Profile
• Company Directory

Support Requests

• Creating a Support Request
• Support Request List
• Support Request Field Reference

Reports

• Excel Export