Explore the video categories below to find step-by-step guides for everything
from Getting Started to mastering your Email and Social Planner tools.
Still have questions? Scroll to the bottom to submit
a support request, and we’ll take care of the rest.
Click on a category below to jump straight to the resources you need:
Effectively managing your leads and customers is the key to
building lasting relationships and closing more deals.
Quick Tip: Leads are the lifeblood of your business—they’re your future buyers and sellers.
Mastering how to manage and nurture your leads is crucial to your success. Each lead
represents an opportunity to grow your business, close deals, and build lasting relationships.
Plan ahead and stay on top of your social media game
by scheduling content for months in advance.
Quick Tip: If you don’t currently have all your social media accounts set up,
take a moment to create and connect them. The goal is to make sure you’re
visible everywhere your audience is: your SOI - buyers and sellers...
Easily create custom QR codes to share your links,
contact details, or any other information with just a scan.
Quick Tip: Use QR codes for open houses, pop by gifts, business cards, flyers, yard signs,
or even your email signature to make it easy for buyers and sellers to connect with you.
Take your communication to the next level by creating and customizing email campaigns.
Whether you’re nurturing leads, following up with clients, or announcing exciting updates,
use email campaigns to stay in touch with your current and past clients.
Quick Tip: Your email list is one of your most valuable tools—treat it like gold. Keep your content
relevant, helpful, and consistent to turn leads into loyal clients and past clients into repeat business.
Use the form below to submit a support request, or let us know
if there’s a new training video you’d like to see. We’re here to help!
We strive to respond within 24 hours unless it’s a holiday or
after hours. Please watch for an email reply, or we might call
you directly depending on the type of help you need.