Help / Getting started
Set up your site
The Home tab walks you through the few steps that get your site live and ready for leads.
Home shows your live site link, recent visitors and a short setup checklist with how many steps are done. Only your next step is highlighted, and each step opens the exact spot to fill in. Optional extras like your Spanish site, a template, an area intro and lead alerts to your CRM sit in a separate Make it even better group.
Set it up
- Tap Do this next on Home. It takes you right to the field to fill in.
- Steps in order: brokerage name and office phone (required in ads), brand, first listing, hero, go live.
- Connecting a domain is optional.
Use it
- Tap any row to jump straight to it. Done steps shrink to a checkmark.
- When setup is complete the list becomes one line. Tap Hide to put it away.
- Open Make it even better for optional extras, a few at a time.
Plan
Free and Pro.
Ask your AI
With your AI connected (Settings > AI Agent), try:
- "Give me an overview of my account and what to set up next."
- "Show me my share links."
Related guides
New here?
Get a fast agent website with listings, leads and a CRM. Free to start.