Agent/Lender Ambassador Help
How to Register for your Free Account
Agents and Lenders may create a free new account as well as Home Buyers and Sellers. Using the registration form, add your profile to receive free publicity.
How to Become a Member
Agents and Lenders may create a low cost membership account to receive all privileges. You can choose from Gold Ambassador, Silver Ambassador and Platinum Ambassador memberships.
How to Create Your Professional Profile
Once you’ve created your membership account, you can easily do so from within our application. Your profile will help you to generate new business as well as brand your HomeToHomes for existing clients and prospects.
How to Build Your Lender/Agent Network to Receive Professional Recommendations
Agents and Lenders may build their Ambassador Networks with each other. Your professional network helps clients with the option to work with professionals that you know will get the job done. It also gives you an immediate, actionable source of new business.
How to Create Your Branded Client HomeToHome
Creating a new HomeToHome for your client is easy using our Console. While logged in as an Agent, you can open the Collaboration Console, fill in the simple form, and we take care of the rest.
Working with Your Professional Service Plan
One of the core components of the HomeToHome application is the Service Plan. It is also the centerpiece of your business. You can easily find it by logging in as an Agent/Lender. You’re directed to the Collaboration Console. Here, select which Client you wish to work with and open their private Service Plan.
Forgot Your Password?
Either use the hint you set up during registration, or request a password reset when you attempt to login.
How to Gift A Friend with a HomeToHome while referring your Agent or Lender
Users can share their good fortune of having worked with an excellent agent or lender. Rather than simply saying it, you may gift one HomeToHome to a friend and refer your agent or lender at the same time.
When you Receive Your Agent’s or Lender’s HomeToHome
We have seen how easy it is for an agent to create a new HomeToHome. But what about the client? How do they receive their agent’s or lender’s HomeToHome? What will the client see once the agent creates a new HomeToHome?
Take a Free Test Drive – in the Client’s Seat
As a home seller or buyer, get a free HomeToHome. If you’re an Agent or Lender thinking about using HomeToHome to help your clients, you’re in luck. You may create a free new account and take a free test drive as a home buyer or seller. Add your profile to receive free publicity and possible future business.
Tour the Console
As an Agent or Lender, your Console is your one-stop interface to all of your clients, past and present, as well as any new referrals that come your way. Your Console’s simple interface lets you select a client and open their Service Plan so you can go to work or simply answer Client messages.
Protect Your Service Plan from Prying Eyes
The Service Plan is the best way for you to advertise your service to clients. It’s important for you to create a public view of your service plan that’s available for everyone to see. So your Service Plan gives you what you need to hide proprietary parts of your plan so that you can share only with your clients or your assistant or lender.
How to Collaborate with Your Assistant, New Agents, and/or Lender using the Service Plan
Your Service Plan offers 3 wonderful features for you and your assistant to work together seamlessly while providing double coverage when serving your clients. It’s great for new agent training. Another feature enables you to also track closely with your client’s Lender.
Client Agent/Lender Communication
Having superb communication with your client leads to a superior client experience. Your most essential tool is communicating with your client through your Service Plan. Learn how to use your Collaboration Console to achieve this.
How to Customize your Service Plan’s Master Template
Your Service Plan or Finance plan is at the core of your Professional Services offering. So you want to customize your Master Plan Template.
Get One-Click Client Referrals in 4 Ways
It’s because of your Service Plan, your professional reputation, and a job well done delivers dividends in new business. HomeToHome has 4 great ways with one click.
How it Works : Plan Tools
The following quick start guides are accompanied with each tool in your HomeToHome.
