Summary
You can now invite trusted advisors to join you on Homeowner.ai, making it easier to stay aligned around the homeowners you both serve and provide ongoing value beyond the transaction.
How it works
- Invite advisors directly from your dashboard
- Once they create an account, invited advisors can access the hubs of shared clients
- Advisors can see what matters to those homeowners and stay connected through the same homeowner experience
How you benefit
- Stay aligned with other professionals serving your clients
- Provide ongoing value and stay top-of-mind between transactions
- Build stronger client relationships through better coordination
How to use it
- Go to your dashboard and add the advisor you want to work with
- Your advisor will receive an invitation to create their Homeowner.ai account
- Once they’re set up, you can invite shared clients and begin working together
Additional info
- Invited advisors receive their own account and access to the hubs of shared clients
- Advisors can stay aligned around what matters to those homeowners and provide ongoing guidance
- The experience is designed to help multiple trusted professionals support the same homeowner over time
