I've Signed Up. Now What?

First, congratulations and welcome to the family!

Once you've created your account and you've signed into your dashboard, you can and should start adding your current and past clients/people, even if they aren't in the middle of a transaction or a sale with you, to stay ahead of the game.

Here is a link to the article on adding your clients/people to the portal.

Once you've added your clients, you can visit the your client list and selecting which client(s) you want to add to a Transaction Package or a Retention plan, follow the prompt for each one and you're all set.

Client Page