myhomeIQ

Step by step video guide to set up your account

Setting up your Agents HomeIQ Account

With a connected lender account you will gain access to additional features, including automation

Connect homeIQ With Your Lender

GoDaddy domain forwarding step-by-step guide

How to forward a domain to your homeIQ landing page from GoDaddy

Essential for getting the most from your homeIQ account

Complete Your Profile

How to create a report manually and send it to your client

Create a homeIQ Report

Upload Your Database (Agents)'

Archive a Lead and remove them from the system

How to Delete a Homeowner From homeIQ

Setting up your account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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