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Agent Training – Life & Homes

Common Agent Workflows

These workflows show how to combine Life & Homes features to handle common real estate scenarios. They’re starting points—adapt them to fit how you work.

Your Daily Routine

Section titled “Your Daily Routine”

Morning Check-in

Section titled “Morning Check-in”

Start your day with a quick sweep of what needs attention:

  1. Dashboard – Check your stats and activity feed for overnight updates
  2. Messages – Respond to any client messages that came in
  3. Chat Requests – Review and accept new inquiries from your website
  4. Calendar – See today’s showings and tasks at a glance
  5. Hotsheets – Check for new listings matching your buyers’ criteria

This takes about 5-10 minutes and ensures nothing slips through the cracks.

End of Day

Section titled “End of Day”

Before logging off:

  1. Update contact statuses based on today’s conversations
  2. Add notes to contacts you interacted with
  3. Check tomorrow’s calendar for scheduled showings
  4. Mark completed tasks as done

Working with Buyer Clients

Section titled “Working with Buyer Clients”

When You Get a New Buyer

Section titled “When You Get a New Buyer”

  1. Add them to Contacts

    • Enter their info and set status to “New”
    • Note their budget, timeline, and property preferences

  2. Set up automated alerts

    • Go to Prospect Management and create a trigger for this contact
    • Define their criteria: location, price range, property type, bedrooms/baths
    • Select which events to alert on (new listings, price changes, etc.)
    • The system will watch for matches automatically

  3. Create a Hotsheet for manual monitoring

    • Save a Hotsheet with their search criteria
    • Use this to actively browse properties beyond automated alerts

  4. Schedule your first showing when you find good matches

Finding Properties

Section titled “Finding Properties”
  1. Use Listings to search with your buyer’s filters
  2. Switch between Card, Table, and Map views to evaluate options
  3. When you find promising properties, schedule showings directly
  4. Share listings via Messages to get client feedback

After Showings

Section titled “After Showings”
  1. Record feedback in the showing details (rate Overall, Location, Condition, Value)
  2. Update the showing status (Completed, Cancelled, No Show, Rescheduled)
  3. Move the contact’s status forward if they’re getting serious:
    • New → Qualified → Viewing → Negotiating → Closed

Working with Seller Clients

Section titled “Working with Seller Clients”

When You Get a New Seller

Section titled “When You Get a New Seller”
  1. Add them to Contacts with status “New”
  2. Schedule a home evaluation using Showings (pick “In Person” or “Virtual”)
  3. Take notes during the evaluation for the future listing

Creating the Listing

Section titled “Creating the Listing”

When you’re ready to list:

  1. Go to Listings → New Listing

  2. Follow the 9-step flow:

    • Property address and type
    • Photos (up to 50)
    • Basic details (beds, baths, sqft)
    • Property features
    • Location features
    • Description (use the AI Assistant to draft it)
    • Pricing
    • Showing instructions
    • Review and submit

  3. The AI Assistant can generate descriptions from your property details—you can edit or regenerate until it’s right

Marketing the Listing

Section titled “Marketing the Listing”

  1. Schedule open houses in Showings

    • Set the date range and configure settings (sign-in requirements, follow-up questions)

  2. Create social media posts

    • Use the Social Media feature to generate AI-powered posts
    • Schedule for Instagram and/or Facebook
    • Posts show up on your Calendar so you can see what’s going out when

  3. Monitor the market with Hotsheets

    • Track comparable listings and price changes in the area
    • Use this intel in pricing conversations with your seller

Handling Leads from Your Website

Section titled “Handling Leads from Your Website”

When someone submits an inquiry on your public website, it appears as a Chat Request.

Responding to a New Lead

Section titled “Responding to a New Lead”
  1. You’ll see a notification badge on Chat Requests
  2. Review the request—you’ll see their name, contact info, message, and any property they asked about
  3. Accept to start a conversation (creates a chat session)
  4. Or Decline if it’s not a fit (add a note for your records)

Converting to a Client

Section titled “Converting to a Client”
  1. After accepting and chatting, click Convert to CRM to add them as a Contact
  2. Set their status and add any notes from your conversation
  3. If they’re a buyer, set up a trigger in Prospect Management for automated alerts

Staying Organized

Section titled “Staying Organized”

Using the Calendar

Section titled “Using the Calendar”

Your Calendar pulls together everything with a date:

  • Tasks with due dates
  • Showings you’ve scheduled
  • Social posts queued for publishing

Switch between Month and Week views. Click any item to see details or make edits.

Managing Contact Statuses

Section titled “Managing Contact Statuses”

Move contacts through the pipeline as relationships progress:

StatusMeaning
NewJust added, not yet qualified
QualifiedConfirmed as a real opportunity
ViewingActively looking at properties
NegotiatingWorking on a deal
ClosedDeal completed
LostDidn’t work out

Update statuses regularly—it helps you see where to focus your energy.

Tasks

Section titled “Tasks”

Create tasks for follow-ups and to-dos. They’re linked to contacts and show up on your Calendar. Mark them complete as you go.

Agent-to-Agent Communication

Section titled “Agent-to-Agent Communication”

Need to reach another agent about a listing or deal?

  1. Find them in the Agent Directory
  2. Click Request Chat and include your message
  3. If they accept, you’ll have a chat session to coordinate

These conversations are marked with a badge so you can tell them apart from client chats.

Section titled “Related Features”