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Simple, step-by-step guides with real screenshots. 46 articles44 articles, from your first partner invite to connecting your CRM.
Browse by topic
Getting started
7 articles
Create your account, set up your profile and find your way around.
Trusted Partners
9 articles
Invite the people you refer to, accept invites and keep track of who is reliable.
Referrals
13 articles
Send, receive and update referral handoffs, plus messages and exports.
Teams
7 articles
Brokerages and agencies: invite your team, run the queue and see who is winning.
CRM connections
3 articles
Send referrals into your CRM automatically with Zapier.
Account and plans
7 articles5 articles
Plans, the affiliate program, sign-in help, privacy, deleting your account and getting support.Sign-in help, verifying your license, privacy, deleting your account and getting support.
Most asked
Add a partner by email, share their private invite link, and resend the invite if they have not accepted yet.
Read the guideSend a client to one of your Trusted Partners as a referral handoff, then track it on your Referral Desk.
Read the guideMove a referral from New to Contacted, In Progress and a final outcome, so you and your partner see the same status.
Read the guideSend every new referral into your CRM on its own, using the voice-guided Zapier setup on the Integrations page.
Read the guideAdd agents or producers to your Brokerage or Agency so they can claim and work referrals from the Team Referral Queue.
Read the guideSign in with email or Google, reset a forgotten password, and change your password or sign-in email.
Read the guideStill stuck? A real person can help.
Ask the support assistant first. If it can't solve it, it opens a request and our team replies by email.