Transparency: Agent Service Plan

See the proof with the promise

( Home & Professional editions )


Select or invite your Agent

( free with your participating agent )

Over 1,200,000 Agents & Lenders

Great service is a work of art.

Agents customize their Plan for the service they provide to you.

Checklists are essential when small tasks carry high costs.

Agent on Location

Agent on Location

NFL Head Coach

NFL Head Coach

Commercial Pilot

Commercial Pilot

Operating Room checklist

Operating Room

On the field of Play

QB on the field

Space-X Astronaut

Space-X Astronaut

Stakes run very high. Trust & verify.

Checklist builds a bridge of trust

It's a Free Service.

Let us help you locate your agent that works to improve your bottom line.

Know what's happening

Follow your Agent's

Transparent Service Plan.


Asked & Answered

How it works

View the Transparent Service Plan.

Open your Plan directly


Send & receive messages.

Send a message within your Plan


Trust & Verify

Guard against losses from mistakes & missed opportunities.

Trust & Verify

Guard against losses from mistakes & missed opportunities.


Great service is a work of art.

If your home is currently listed with a brokerage, or you have an exclusive representation agreement, this is not intended to be a solicitation to that listing. It is not the intention of the sponsoring agent nor of this Company.

Notify your participating agent to send you their HomeToHome.

Agent's edition: Visibly deliver more value

Video Guide & customizable checklists to help your clients' success.

Now you can deliver the proof with the promise.


Valued service that's visible.


Show the progress of your transaction.

Link to lender's Finance Plan.

Clients track with their agents.

Advise clients who are better informed.

Agent Service Plan

Agent Service Plan

Easy  to use.


Progress at a glance.

Messaging to/from client within the Plan.

Show what's been checked off and when.

Show what's next (green tasks).

Info tips on most tasks.

Customizable to each client.

Agent's Service Plan

Client-centric, customizable Service Plans


1 Simple Interface: No learning curve

Just fill out your new client form and your Service Plan is ready for you and your client.


  • Customizable, compliant & comprehensive real estate checklist for buying & selling
  • Service Plans are ready-to-go for you and each client
  • 100's of easy-to-follow videos with tasks
  • Quick-search videos and tasks to get answers fast
  • Brand your client service in 7 ways
  • At-a-glance checklist progress bar for you and your clients
  • Help tip pop-ups with detailed explanations on most tasks
  • In-plan, 2-way confidential messaging with daily summary email option
  • Desktop. Mobile. Tablet.


  • Check progress bar at a glance
  • Time-date stamp on completed tasks ("what's done")
  • See "what’s done" and "what’s next" with each task
  • Add / hide / delete items on each client's Service Plan
  • “More info” pop-ups provide in-depth details of tasks

Messaging & Notification

  • In-Plan confidential messaging: Send & receive messages with your client. 
  • End of day email report to your client of all messages and tasks completed.
  • Show/hide your Service Plan to client’s Lender 
  • Request to follow Lender’s Finance Plan

Customize your Plans

  • Customized Service Plans provide consistent client service - your brand
  • Customize each of your clients' Plans quickly & as needed
  • Customize your agent profile - your clients see this with their Plan
  • Customize your Master Service Plan (Team Pro edition) so all client Service Plans convey your brand

Organization & Navigation

  • Organization: Panels divide the Plan into labelled sections for easy organization
  • To re-organize any client Plan: drag & drop to move panels, subpanels, or single items
  • Quick edit features to add/remove/hide items in the client’s Plan
  • Navigation: Progress bar segments unfold/fold each panel in the Plan

Tool Wheel

  • Your Plan includes a clients' Tool Wheel of 18 tools to help simplify difficult choices
What is HomeToHome professional?

A professional level complete branded service & negotiating website so that agents can visibly collaborate and deliver more value to clients. Agents create HomeToHome private accounts for each client. Each client account, branded with the Agent’s Service Plan and Profile, also contains 18 collaborative tools to help clients.

It is also a referral network and a negotiating system.

Great service and performance are rewarded. So, HomeToHome helps promote that distinction so agents can attract future clients. Enter the Ambassador Referral Network. Our referral network recognizes and rewards better service and better performance.

Agent Ambassador offers a way to customize and deliver an agent’s branded service. What you do for your client and how you do it is where your brand lives.

Is HomeToHome a transaction system or a CRM system?

Neither. HomeToHome is the Service & Negotiating System for professionals and their clients. CRM’s and Transaction Systems are primarily “agent facing” and serve the broker. HomeToHome  serves the relationship between agent and client. That is why it is a professional collaborative client service system and a referral system.

Agents create a branded HomeToHome website account for their client. You don’t need a CRM or a transaction system to use it. 

HomeToHome professional edition is also a lead and referral system. Your agent profile is displayed publicly and is searchable by zip codes. HomeToHome professional delivers automated leads and referrals to agents. Agents link to social media pages, past clients, professional recommendations, public referrals to increase exposure. 

What’s the difference between a trial version and a professional version of HomeToHome?

Within trial version (Agent Community level), agents may create a profile public that is listed in our public Agent Search. Agents also receive a HomeToHome account as their clients may see it. An example Agent Service Plan and Lender Finance Plan will be visible but not activated. Also included is the HomeToHome Tool Wheel of 18 collaborative tools that clients may use with their agent and lender. 

Only a member Agent may activate the Service Plan for his or her client. Agents (professional edition) are eligible to receive leads, recommendations and referrals. To further your business, you may create and build an online reputation based on levels of service and negotiating.

As a new HomeToHome professional member, do I have to create my own Service Plan?

No, you do not. When you sign up, HomeToHome professional comes fully loaded and ready to go. Your Agent Service Plan standard template of over 500 items to cover a wide range of clients’ needs. Customize it over time to reflect your service brand.

How do I get started using my Service Plan with my prospects and clients?

Each HomeToHome that you create for your client is branded with your Agent Service Plan and your Agent Profile. HomeToHome professional comes with a Master template Service Plan so you don’t need to do anything right away. To create a HomeToHome with your Service Plan:

Fill out the form on your Agent Console with your client’s information (name, email, phone, zip code of interest) and click “Create”.

That’s it. Within a few seconds, your client’s HomeToHome is sent to their inbox and their Service Plan appears in your console.

Is HomeToHome compliant with the State Department of Real Estate?

Yes, the standard Service Plan is in compliance. Agents and brokers may use the Agent Service Plan to help maintain compliance with each transaction.

How do I customize my Service Plan the way that I want it?

Every HomeToHome that you create for your clients includes a client’s copy of your Service Plan.  Your Master Service Plan is copied for each client’s Service Plan. When you modify your Master Plan, all your future clients’ Service Plans reflect the modified Master.

You can freely add, delete, or hide any item in each of your client’s Service Plan (the copy) as you work with them. Over time, you may wish to add or remove items in your Master Plan. Many agents prefer to add items specific to their branded service into their Master Plan for all future clients.

How many ways can I brand my HomeToHome?

By far, the most important way to brand your HomeToHome is by customizing your Agent Service Plan. Think of your Service Plan as your brand’s DNA. Many agents prefer to hide proprietary portions of their Service Plan. Only when they are working with their client do they reveal these portions on an “as needed basis”. 

Your Agent Profile is the second way. As with most profiles, simply fill out your form with your current business information. These fields brand your HomeToHome website & make it easy for your clients to contact you. Whenever they sign in to your HomeToHome, they see your profile. Also, all of you past clients’ HomeToHomes have your updated profile. It’s automatic.

The third way is Agent Search. Make your profile visible on our public agent search engine so that new prospects can find you easily. Your profile is ranked in the zip code(s) that you wish to service. When a prospect selects your profile, a HomeToHome is created, branded and connected to you exclusively.

Can I change my membership level up or down?

Yes, you’re free to change your membership level at any time. Your billing occurs once a month based on your sign-up. Changing membership levels effects the following:

  • Monthly membership dues,
  • New HomeToHomes client account creation limit,
  • Number of zip codes where your profile ranks on lender search,
  • Number of lenders you may connect into your network to receive recommendations.
What kinds of leads or referrals can I get?

There are a number of ways and types of leads you may receive. 

  • Receive leads from your social media pages and website,
  • Receive professional recommendations,
  • Receive past client referrals,
  • and receive new referrals from our agent search engine.
How do I receive my referrals?

Receive your referrals automatically in your Agent Console. A HomeToHome account link that is branded to you will be emailed to your new client. An email sent to you with their contact information, including their zip code of interest. Your Console shows your new client, and you will also receive an email with your new client’s contact info. 

Your Service Plan is another way for you to communicate with new clients because it has built-in messaging. Your console will show new message notifications and all new referrals & leads not yet opened.

Can I just use the Service Plan one time only?

Yes, of course. To do this is to sign up for HomeToHome professional. Use the standard Service Plan with your client until the completion of your client service. Then cancel your account. 

If you decide to keep your account longer, you receive the following additional benefits that can grow more valuable to your business:

Your professional public ranking increases from our public agent search engine. Cancelling also cancels your ranking.

Higher ranking may increase your probability for more referrals.

  • The more Service Plans you commit and complete with clients, the higher your service rating. 
  • The more satisfaction returned from your clients through the plan the higher your satisfaction rating.
Home to Home is a trademark of Home to Home Systems.

Note: The Transparent Service Plan is not a binding electronic document of record under the Uniform Electronic Transactions Act (UETA). It is a collaborative tool.