Quick Start: Your First 15 Minutes

Welcome to Life & Homes! This quick start guide will walk you through the essential features so you can hit the ground running. By the end of this 15-minute tutorial, you’ll be ready to manage listings, connect with clients, and streamline your daily workflow.

Before You Begin

Make sure you have:

• Your Life & Homes login credentials
• Access to the platform (mobile app or web browser)

Minute 1-3: Explore Your Dashboard

Your Dashboard is your home base. When you first log in, take a moment to familiarize yourself with the layout.

What you’ll see:

• Activity Feed — Recent updates and notifications
• Quick Actions — Shortcuts to common tasks
• Key Metrics — Your performance at a glance
• Upcoming Items — Tasks and appointments that need attention

Pro Tip

Bookmark your dashboard for quick access. You’ll return here often throughout your day.

Minute 4-6: Search Your First Listing

Let’s find a property to get comfortable with the search tools.

1. Navigate to Listings from the main menu
2. Use the search bar to enter a city or neighborhood
3. Apply filters to narrow results (price range, bedrooms, property type)
4. Tap on a listing to view full details
5. Save a listing to your favorites for easy access later

Key features to notice:

• Property photos and virtual tours
• Detailed property information
• Share button for sending to clients
• Save/favorite functionality

Minute 7-9: Add Your First Contact

Your contacts are the foundation of your business. Let’s add one now.

1. Go to Contacts from the main menu
2. Tap Add Contact or the + button
3. Enter basic information:
   • Name
   • Phone number
   • Email address
4. Add any relevant notes (e.g., “Interested in 3BR homes in downtown”)
5. Save the contact

Stay Organized

Use tags to categorize contacts (e.g., “Buyer”, “Seller”, “Hot Lead”) so you can find them quickly later.

Minute 10-12: Create a Hotsheet

Hotsheets automatically notify you when new listings match your criteria — perfect for staying ahead of the market.

1. Navigate to Hotsheets
2. Tap Create New Hotsheet
3. Define your search criteria:
   • Location (city, neighborhood, or zip code)
   • Price range
   • Property type
   • Bedrooms/bathrooms
4. Name your hotsheet (e.g., “Downtown Condos Under $500K”)
5. Save and enable notifications

Now you’ll receive alerts whenever matching properties hit the market.

Minute 13-15: Send Your First Message

Communication is key to closing deals. Let’s send a quick message.

1. Go to Messages from the main menu
2. Tap New Message or the compose icon
3. Select a contact (or add a new one)
4. Type your message
5. Hit Send

You can also share listings directly within a conversation — just tap the share icon when viewing a property.

You’re Ready!

Congratulations! You’ve just completed the essential actions in Life & Homes:

Action	Feature
View your daily hub	Dashboard
Find properties	Listings
Store client info	Contacts
Set up auto-alerts	Hotsheets
Communicate	Messages

What’s Next?

Now that you know the basics, explore these areas to deepen your skills:

Recommended Next Steps

1. Core Concepts — Understand the terminology and key ideas
2. Agent Role Overview — Learn about your permissions and capabilities
3. Feature Guides — Deep dive into each feature
4. Workflows — See how to combine features for common tasks

Features to Explore

• Showings — Schedule and manage property tours
• Prospect Management — Track leads through your sales funnel
• Chat Requests — Handle incoming client inquiries
• Analytics — Monitor your performance metrics

Keep Learning

Spend 10-15 minutes each day exploring a new feature. Within a week, you’ll be a Life & Homes power user!

Need Help?

If you get stuck:

1. Search — Use the search bar at the top of this documentation
2. Browse — Check the sidebar for related topics
3. Contact Support — Reach out to your platform administrator