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Home: View a high-level overview of all your client deals and where they are in the pipeline. Quickly add a new client or start drafting an offer.
Find: Search for a property by MLS number to either claim it as your listing or draft and submit an offer on it.
Profile: Manage your profile settings and customize your account.
Support: Submit support or feature requests, report a bug, provide feedback, or sign up to become a test user.
Deals
A high-level overview of all your client deals and where they are in the pipeline as well as any archived deals.
If you don't have any deals, get started by:
Adding and onboarding a client
Drafting an offer on a property
Claiming a property as your listing
Overview
An overview of your client's deal where you can view next steps, documents, and any offers you've submitted or received depending on which side you're representing.
If your client is the buyer, this will be your "Buyer Overview" page
If your client is the seller, this will be your "Listing Overview" page
To access this page, select a deal from your Deals page.
Offer
An inside look at an offer you've drafted, submitted, or received. Here you can view offer to-dos, terms, and contract documents.
To access this page, select an offer from the Offers tab on your Overview page. If you don't see any offers, you either haven't received an offer on your listing yet or you haven't started drafting an offer.