Who It’s For:
The Home Selling Process module is designed for all users but primarily managed by Admins. It gives clients clear visibility into their transaction progress and helps brokerages improve client communication and satisfaction by managing expectations.
Video Walkthrough
What it Does
The Home Selling Process allows you to create and display a series of steps that guide clients through their home selling (or buying) journey. Each step can include video content and written explanations, helping clients understand:
- What stage they’re currently in.
- What to expect next.
- Key actions or milestones along the way.
This feature improves client confidence and transparency throughout the transaction.
Note: This feature will soon be replaced by the Real Estate Roadmap, which provides even more detailed, per-transaction customization.
Where to Access
From the Admin Dashboard, navigate to:
Left Menu → Settings → Home Selling Process
You can also search for Home Selling Process in the menu search bar.
Managing the Home Selling Process
Viewing and Editing Steps
- Open Home Selling Process from Settings.
- Each existing step is listed in order.
- Click Edit beside any step to update its title, video, or description.
- Reorder steps as needed to match your brokerage’s workflow.
Adding New Steps
- Click Add New in the upper-right corner.
- Enter a Step Title (e.g., “Listing Appointment,” “Under Contract,” or “Closing”).
- Add a Video:
- Paste a video link (e.g., Vimeo or YouTube).
- Or upload a video file directly.
- Write a Description below the video section explaining the step.
- Click Save to publish your new step.
You can create as many steps as you need to fully outline your brokerage’s home selling or buying process.
Client View
Clients can see their progress and upcoming steps directly from their Client Portal.
Each step displays your uploaded title, video, and description so they always know what stage they are in and what comes next.
Transition to Real Estate Roadmap
The upcoming Real Estate Roadmap will replace the Home Selling Process with enhanced flexibility:
- Customizable steps for each transaction.
- Per-agent and per-transaction customization.
- Automated triggers tied to transaction side and type (similar to Task Lists).
- Separate roadmaps for buying, selling, or dual-side transactions.
FAQ
Q: Can I create different processes for buyers and sellers?
A: Not yet. The current Home Selling Process displays a single sequence for all clients, but this will change with the Real Estate Roadmap update coming in late 2025.
Q: What types of videos can I use?
A: You can link hosted videos (e.g., YouTube or Vimeo) or upload video files directly.
Q: Will my existing steps transfer to the Real Estate Roadmap?
A: When the new module launches, existing Home Selling Process data will be useful to help build your initial Roadmap version. There will not be an automated transfer of existing information.
Q: Can clients view this from their portal?
A: Yes. Clients see their progress and the current step in real time within their portal.
Q: Who can edit the Home Selling Process?
A: Only Admins and Super Admins have permission to create or modify process steps in the Home Selling Process. The Real Estate Roadmap will have permissions allowing Agents to make edits to their own versions and to make adjustments within a specific transaction as needed.
