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Agent Training – Life & Homes

Scope & Exclusions

This page clarifies what this training documentation does and does not cover. Understanding the scope will help you know where to look for information and avoid confusion about missing content.

What This Documentation Covers

Section titled “What This Documentation Covers”

This training site is specifically designed for Real Estate Agents using Life & Homes. It covers:

✅ Agent-Specific Features

Section titled “✅ Agent-Specific Features”
  • Dashboard: Your central hub for daily activities
  • Listings: Search, view, and manage property listings
  • Hotsheets: Automated property alerts and notifications
  • Contacts: Client and professional relationship management
  • Showings: Property showing scheduling and coordination
  • Messages: Direct messaging with clients and colleagues
  • Chat Requests: Incoming client inquiries
  • Prospect Management: Sales funnel and lead tracking
  • Analytics: Performance metrics and reporting
  • Profile & Settings: Account customization and preferences

✅ Agent Workflows

Section titled “✅ Agent Workflows”
  • Client onboarding processes
  • Property search and showing coordination
  • Lead management and nurturing
  • Daily routines and best practices
  • Performance tracking

✅ Core Concepts

Section titled “✅ Core Concepts”
  • Platform terminology and definitions
  • Navigation and organization
  • Data privacy and security
  • Mobile-first design principles

What This Documentation Excludes

Section titled “What This Documentation Excludes”

❌ Administrative Functions

Section titled “❌ Administrative Functions”

Agent training documentation does not cover:

  • Platform administration and configuration
  • User management (creating/deleting accounts)
  • Broker-level controls and oversight
  • System-wide settings and integrations
  • Billing and subscription management

These capabilities are reserved for users with Admin or Broker roles.

❌ Other Role-Specific Features

Section titled “❌ Other Role-Specific Features”

This documentation is Agent-focused only. Future documentation may be developed for:

  • Broker role features and workflows
  • Marketing staff tools and capabilities
  • Administrative functions and system management

Why This Scope?

Section titled “Why This Scope?”

Focused Training

Section titled “Focused Training”

By focusing exclusively on agent features, we can provide:

  • Clear, concise training materials
  • Relevant workflows for your daily work
  • No confusion about features you don’t use or don’t have access to

Role-Based Documentation

Section titled “Role-Based Documentation”

Different roles have different needs:

  • Agents need training on client management, listings, and showings
  • Brokers need oversight, reporting, and team management
  • Admins need system configuration and user management

Role-specific documentation ensures you get the information you need without unnecessary complexity.

What If I Need Something Not Covered?

Section titled “What If I Need Something Not Covered?”

For Admin/Broker Features

Section titled “For Admin/Broker Features”
  1. Talk to your broker: Discuss if you need elevated permissions
  2. Request role change: Ask your administrator to adjust your role if appropriate
  3. Separate documentation: Admin and broker documentation may be available separately

For Additional Platform Features

Section titled “For Additional Platform Features”
  1. Check with your broker: Ask if your brokerage has access to additional tools
  2. Request training: Ask your administrator for training materials on additional features
  3. Contact support: Reach out to your platform administrator for guidance

Scope May Expand in the Future

Section titled “Scope May Expand in the Future”

This documentation is a living resource that may grow over time:

Potential Future Additions

Section titled “Potential Future Additions”
  • Additional agent feature guides (as features are released)
  • More detailed workflow examples
  • Video tutorials and screenshots
  • Additional integration guides

How to Navigate with This Understanding

Section titled “How to Navigate with This Understanding”

When Using This Documentation

Section titled “When Using This Documentation”
  1. Know it’s agent-focused: Everything here is relevant to your daily work
  2. Use search effectively: Search for agent features and workflows
  3. Follow suggested paths: Use the navigation structure to learn systematically

When Seeking Additional Information

Section titled “When Seeking Additional Information”
  1. Check scope first: See if the topic is in or out of scope
  2. Contact the right people: Reach out to admins for features not covered here
  3. Provide feedback: Let us know if agent-focused content is missing

Questions About Scope?

Section titled “Questions About Scope?”

If you’re unsure whether a feature or topic should be in this documentation:

  1. Check the Feature Overview: Review the Agent Feature Overview to see what’s included
  2. Search the docs: Use the search bar to look for the topic
  3. Review this page: Reference the lists above
  4. Ask your administrator: Contact your platform admin for clarification

Summary

Section titled “Summary”
CategoryIncludedExcluded
Agent Features✅ All core agent tools❌ Admin/Broker tools
Workflows✅ Agent workflows❌ Broker/Admin workflows
Role Training✅ Agent role❌ Other roles

Ready to dive into the content that is covered? Head to: