Let's walk through your Connect broker app agent dashboard. This is where you'll be able to:
Share Your App: Access your branded app link, Send Text Invites, Use and Manage Your Connect Text Codes, Access web code that can be placed on your website to promote your app with our Interstitial and Widget code
Review App Engagement: Contacts (when applicable) and Inquiries
Manage Your Profile: Review your contact information and edit (when applicable)
ADMINS ONLY: Manage your entire agent and office roster
Manage your app notification settings
Step 1: Sign Into Your Dashboard
You should have received a custom URL to sign into your Connect dashboard from someone on your team. If you do not know your dashboard URL, please reach out to your mobile app admin.
If it's your first time logging in, please choose the "First Time Logging In" option and enter in your email address to receive instructions on setting up a password. In the future, you can use those credential above with the regular sign-in option.
NOTE FOR ADMINS: Agents will need to sign up for a password with the email address on file for them with HomeSpotter. If an agent says they cannot create a password, it's likely because they're using an email address we don't have on file. To find the email addresses we have for each of your agents, tap on "Admin" in your dashboard, and search for their name in the roster. You'll find their contact information on file here.
Step 2: Share Your App
When you log into the dashboard, you'll be brought to the homepage under the "Share Your App" Header. In this section, you'll see your app download link.
NOTE FOR ADMINS: You'll have access to review all of your agent's links, codes, and keywords from your version of the dashboard. Agents will only be able to see their own information in the dashboard.
App Download Link: This is a special link that is branded just to you! You can share this link in your email signature, on your website, and on all of your marketing materials. Anytime someone clicks on your link to download the app, they'll be branded to a special version of the app that is branded to you specifically. This means your name and picture, as well as your contact information, will always be in your clients and prospects pockets. Anytime someone requests more information or a showing in your branded app, those leads will go directly to you!
Send Text Invite: You can send a link to clients directly from the app or from the app dashboard.
From directly in the app: Tap on the menu button in the upper left corner. The slide out will reveal menu options. Tap on the small menu option called "Share This App". Choose your preferred sharing method and enter the recipient's contact info. They will receive your message with a link to download your branded app.
From the dashboard: If you prefer to type in phone numbers from your computer, you can share the app the same way right from your desktop.
Text Code: Choose a keyword that people can text to a number and receive your branded app.
Website Interstitial Code: One of the best ways to drive usage of your apps is to target users of your website on mobile devices. An Interstitial is a popup that displays when users on a mobile device visit your website to encourage users to quickly and easily download your app.
Desktop Widget Code: Place a widget where people can enter their phone number on your website and receive a link to your branded app. If you have any trouble deploying the website widget please talk to your website administrator.
Step 3: Review App Engagement
In this section, you'll find your contacts and inquiries from the app.
NOTE FOR ADMINS: You'll have access to review all of the contacts and inquiries for the entire app. This includes both requests that have come in from an agent-branded app and in the unbranded version of your app in the app store.
Contacts: These are people who register and create a search account in your mobile app. When they do this, you'll find them here under the Contacts tab. You'll see the information they used to register for an account (name, email, phone) as well as any properties that they "Heart" or favorite in the mobile app.
NOTE: If you do not see contacts in your dashboard, these are likely being pushed into another system through an integration your brokerage has set up. Examples of these would include Boston Logic, REW, and others.
Inquiries: We have options for people to request information about listings as well as a showing in your mobile app. Anytime someone does this, you'll be notified, and they'll show up in your dashboard under inquiries.
Step 4: Manage Your Profile
Depending on the types of integrations we have set up for your account, you'll see different options on what you can view and edit for your agent profile in the app.
Tap on your name in the top right corner and select Account Settings to manage.
ADMINS: You'll have access to view as any agent in your roster. Agents will only have access to their own account settings and will not see the "Viewing As" option in their dashboard. You'll also have an additional "Admin" tab in your account to manage and review all of your agents and offices.
This is where you can manage your settings including your profile information and notification settings.
NOTE: If you only see notification settings, then your profile is being fed to HomeSpotter from an integration with another tool like BostonLogic, Reliance, and others. If you're not sure where to manage your profile in the app, please reach out to your app administrator at your brokerage.