Inviting Clients
Use the following instructions to send personalized individual invitations or bulk invitations through your app
2.
Click on the Clients tab at the top left on the nav bar.
3. Click on the + Invite Client button to send an invitation.
4. Enter the client's email address. You can click "More Options" to enter the full name of the client and assign them to a specific office or title rep before sending the invitation.
5. Clients will receive an invitation in their email inbox. Have them open the email and click "
Join Now!" The page that follows will prompt them to enter all of their information and create a password.
6. Import and export your contacts by clicking on the three dots beside the + Invite Client button.
7. Click on "Import Clients," then click "
Download .csv Template"
to import multiple contacts at once. Below are the fields you will need to fill out in the .csv template.
8. The invitation link will remain active for 7 days. You have the option to resend or delete the invitation (by pressing the three dots) if the client does not access the link and activate their account.
