Getting Started With HomeBinder

New to HomeBinder? Getting started is simple with this checklist.

-Schedule a 15-minute web demo to have one of our reps walk you through your account and answer any questions that you might have.

-If you use ISN or Horizon, integrate your accounts. Click the link for information on how to set up your integration.

-Click the ‘Templates’ tab to setup your default binder template. Every binder that you create for your clients will automatically have these default Maintenance Tasks, Appliances, Home Pros and Documents that you save on this page. It’s generally best to set generic maintenance tasks that apply to just about every home in your area to avoid confusion when your clients login. Our system will help to automatically populate more specific tasks for each property after your clients login for the first time.

-Set a customized message that will be included on all of your maintenance reminder emails. You can do this from the ‘Custom Message’ tab in your account.

-Download your Marketing Materials and begin using them with your clients!

 

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