1. Set up your organization
Use a verified account, assign roles and keep your customer workspace separate from other organizations.
GETTING STARTED / SUPPORT
Clarity at every step.
Create a separate pending company workspace with your verified account. Review your first import now; purchases and paid lead access remain closed.
2. Review before importing
Prepare address, full agent name and direct phone. Review duplicate and held rows before relying on the list.
3. Communicate responsibly
Only contact people where you have the appropriate consent and permission. Identify your business, honor opt-outs promptly, and keep suppression history. An early-access form is not permission to text property leads.
4. Keep the next step clear
Record outcomes, schedule follow-ups and tie meeting notes to the correct property. Never treat opening a messaging app as confirmed delivery.
5. Manage your account
Billing management will use Stripe. Customer export and deletion requests stay scoped to your organization. Deletion requests require review of account authority and retention obligations.
Support & feedback
Please don’t submit passwords, card details or sensitive lead records.