- Start by logging into the home search on your website. Your login credentials can be found here.
2. Enter the filters and search criteria you wish to view listings by.
3. Saving a search or saving a specific listing will prompt you to create either a 'Saved Search' or 'Home Board.'
4. Invite your client to a your board or search by entering their email address into the invite tab.
5. Your client will then get an email invitation giving them access to the search or collection you've created for them. If you've already added them in the CRM a magic link will give them instant access from within the email. At that point your client can configure their notifications using the gear icon, save their own listings, and invite others.