Answer
Invite a homeowner from the realtor desk. They review your realtor gift on the home side. Their agent cannot open the household book. An invite is not consent. Edmund Home sends a one-time invitation email. Edmund Home will not text a number you supply. The homeowner must sign in with that mobile number and accept the gift and relationship controls. A paid desk gifts Individual; it does not start their personal trial. The realtor desk is not a lead-generation guarantee, listing tool, or a replacement for a full brokerage CRM.
Steps
- Open the realtor desk and invite the homeowner with the mobile number they will use to sign in.
- Wait for them to sign in and accept. You can resend the invite. You will not see their household book after they accept.
Does not
- Text the homeowner from a number you typed, or treat the invite as consent to their home record.
- Let you open their photos, videos, serial numbers, documents, or stored codes from the desk.
Escalate when
- An invite does not send, the wrong number was used, or a homeowner reports that the desk showed their household book.