FAQ & Troubleshooting for Agents
Find quick answers to common questions and solutions to issues you might encounter while using Life & Homes.
Getting Started
Section titled “Getting Started”What is Life & Homes?
Section titled “What is Life & Homes?”Life & Homes is a comprehensive real estate marketing and MLS platform built for real estate agents. It provides tools for managing listings, communicating with clients, tracking prospects, and analyzing your performance.
Who can use Life & Homes?
Section titled “Who can use Life & Homes?”Life & Homes is designed for licensed real estate agents. Access is typically provided through your brokerage. Contact your broker or office administrator to get set up.
Is this documentation complete?
Section titled “Is this documentation complete?”This documentation focuses exclusively on Agent role training. It covers all the core features you’ll use in your daily work. Additional documentation for other roles may be added in the future.
Account & Access
Section titled “Account & Access”How do I log in?
Section titled “How do I log in?”Your brokerage administrator will provide you with login credentials and a platform URL. Use these to access Life & Homes through your web browser.
I forgot my password. What should I do?
Section titled “I forgot my password. What should I do?”Use the “Forgot Password” link on the login page, or contact your brokerage administrator to reset your password.
Can I access Life & Homes on my phone?
Section titled “Can I access Life & Homes on my phone?”Yes! Life & Homes is built with a mobile-first design and works seamlessly on phones, tablets, and desktop computers.
Why can’t I see certain features?
Section titled “Why can’t I see certain features?”Some features may not be available to all users depending on your account configuration. Check the Feature Overview to see which features are included. Contact your administrator if you need access to additional features.
Listings & Properties
Section titled “Listings & Properties”How do I search for properties?
Section titled “How do I search for properties?”Navigate to the Listings section and use the search filters to find properties matching your criteria. You can filter by location, price range, property type, and more.
Can I save my favorite listings?
Section titled “Can I save my favorite listings?”Yes! Click the “Save” or “Favorite” button on any listing to add it to your saved properties list.
How do I share a listing with a client?
Section titled “How do I share a listing with a client?”You can share listings via the integrated Messages feature or copy the listing URL to share via email or text message.
What are Hotsheets and how do they work?
Section titled “What are Hotsheets and how do they work?”Hotsheets are automated property alerts. Create a hotsheet with specific criteria, and you’ll automatically receive notifications when matching properties become available. You can create hotsheets for yourself or for clients.
Contacts & Prospects
Section titled “Contacts & Prospects”What’s the difference between Contacts and Prospects?
Section titled “What’s the difference between Contacts and Prospects?”- Contacts: Anyone in your professional network (clients, colleagues, service providers)
- Prospects: Potential buyers or sellers you’re actively working with, tracked through the sales funnel
How do I add a new contact?
Section titled “How do I add a new contact?”Navigate to the Contacts section and click “Add Contact.” Fill in their information and save.
Can I organize my contacts?
Section titled “Can I organize my contacts?”Yes! Use tags, categories, and notes to organize contacts. You can also search and filter your contact list.
How do I track prospect progress?Use the Prospect Management feature to assign status (e.g., “Lead,” “Qualified,” “Active,” “Closed”) and track prospects through your pipeline. Set reminders for follow-ups.
Section titled “How do I track prospect progress?Use the Prospect Management feature to assign status (e.g., “Lead,” “Qualified,” “Active,” “Closed”) and track prospects through your pipeline. Set reminders for follow-ups.”Messages & Communication
Section titled “Messages & Communication”How do I message a client?Navigate to the Messages section, select or search for the contact, and type your message. Messages are stored in the platform for future reference.
Section titled “How do I message a client?Navigate to the Messages section, select or search for the contact, and type your message. Messages are stored in the platform for future reference.”What are Chat Requests?Chat Requests are incoming inquiries from potential clients. They appear in the Chat Requests section where you can respond, convert to contacts, and track conversations.
Section titled “What are Chat Requests?Chat Requests are incoming inquiries from potential clients. They appear in the Chat Requests section where you can respond, convert to contacts, and track conversations.”Can I send group messages?Yes, the Messages feature supports group conversations. Create a new message and select multiple recipients.
Section titled “Can I send group messages?Yes, the Messages feature supports group conversations. Create a new message and select multiple recipients.”Will I get notifications for new messages?
Section titled “Will I get notifications for new messages?”Yes, you can configure notification preferences in your Settings to receive alerts for new messages and chat requests.
Showings & Scheduling
Section titled “Showings & Scheduling”How do I schedule a showing?
Section titled “How do I schedule a showing?”Navigate to the Showings section, select the property, choose a date and time, and add the client. The system will create the appointment and can send reminders.
Can I see my showing history?
Section titled “Can I see my showing history?”Yes, all past and upcoming showings are tracked in the Showings section. You can view details and notes for each showing.
How do I cancel or reschedule a showing?
Section titled “How do I cancel or reschedule a showing?”Open the showing details and use the “Cancel” or “Reschedule” option. Make sure to notify your client of any changes.
Analytics & Performance
Section titled “Analytics & Performance”Where can I see my performance metrics?Navigate to the Analytics section to view dashboards with key metrics like leads, conversions, closed deals, and more.
Section titled “Where can I see my performance metrics?Navigate to the Analytics section to view dashboards with key metrics like leads, conversions, closed deals, and more.”What metrics are tracked?
Section titled “What metrics are tracked?”Common metrics include:
- Number of leads and chat requests
- Conversion rates
- Closed deals
- Listing engagement
- Client activity
Can I generate reports?Yes, the Analytics feature allows you to generate custom reports for specific time periods or metrics.
Section titled “Can I generate reports?Yes, the Analytics feature allows you to generate custom reports for specific time periods or metrics.”Troubleshooting
Section titled “Troubleshooting”The page won’t load / I see an error message
Section titled “The page won’t load / I see an error message”- Refresh the page: Try reloading the page in your browser
- Clear cache: Clear your browser cache and cookies
- Try different browser: Test in another browser (Chrome, Firefox, Safari)
- Check internet connection: Ensure you have a stable internet connection
- Contact support: If the issue persists, contact your administrator
I can’t find a feature mentioned in this documentation
Section titled “I can’t find a feature mentioned in this documentation”- Check your access: Some features may not be available depending on your account configuration
- Search the platform: Use the search function to locate features
- Review sidebar navigation: Features are organized in the main navigation menu
- Check exclusions: Some features are intentionally excluded from agent training (see Scope & Exclusions)
My data isn’t saving
Section titled “My data isn’t saving”- Check internet connection: Ensure you’re online
- Don’t navigate away too quickly: Wait for save confirmation before leaving the page
- Check for error messages: Look for validation errors or warnings
- Try again: Refresh and attempt to save again
- Contact support: If the issue continues, reach out to your administrator
The mobile site isn’t working properly
Section titled “The mobile site isn’t working properly”- Update your browser: Ensure you’re using the latest version of your mobile browser
- Clear mobile cache: Clear cache and data for the browser app
- Try landscape/portrait: Some features work better in different orientations
- Use native browser: Avoid in-app browsers (Facebook, Instagram, etc.)
I need help with a feature not listed here
Section titled “I need help with a feature not listed here”- Search documentation: Use the search bar to find specific topics
- Review feature guides: Check the Feature Guides section
- Check workflows: Review Workflows for common processes
- Contact administrator: Reach out to your brokerage’s platform administrator
Platform-Specific Questions
Section titled “Platform-Specific Questions”What features are NOT covered in this documentation?
Section titled “What features are NOT covered in this documentation?”This agent training documentation focuses on core features for the Agent role. Administrative functions and features for other roles (Broker, Admin) are not covered here. If you need help with features not documented here, contact your platform administrator.
Can I access admin features?
Section titled “Can I access admin features?”No, the Agent role does not have access to administrative functions. Those are reserved for users with Admin or Broker roles.
How do I suggest a new feature?
Section titled “How do I suggest a new feature?”Contact your brokerage administrator with feature requests. They can forward suggestions to the Life & Homes product team.
Still Need Help?
Section titled “Still Need Help?”If you can’t find the answer you’re looking for:
- Search this documentation using the search bar at the top
- Review related sections: Check Core Concepts, Feature Guides, and Workflows
- Contact your broker for brokerage-specific questions
- Reach out to support through your platform administrator