Homepass

Elijah Lizurek

David Cole

Chelsea Halloran

Guides for the Homepass Legacy app, homepass.com, CRM integrations and Homepass Classic.

Homepass Legacy app

The Homepass web app – accessed via homepass.com – provides more opportunities to adjust your settings, and download your data.

Using Homepass.com

The Homepass web app can be accessed via homepass.com.

Using the Homepass website

Getting started

How do I unarchive a Place/listing?

You can generate and send an Activity Report for any property via Homepass.com

How do I generate an Activity Report?

Download your visitor list in a commonly used format – CSV.

How do I download a Visitor List?

Manage your properties by archiving any you're not working with.

How do I archive a Place/listing?

Properties

You can edit your personal details via the Homepass website and mobile app

Changing your personal details

Admins can adjust an account's branding – like it's name, contact details, logo, and colours.

How do I edit our branding?

How do I change my plan?

How to upgrade from Homepass Lite to Standard

Homepass Subscriptions & Billing

Deleting your personal information

Settings

Using the Classic app? Here's where you'll find guides to key features.

Homepass Classic

New Privacy Feature: Turn to Screen for Manual Check-ins

Turn to screen

Check ins

Global Privacy Notice

ReNet Integration

Console/Portplus Integration

Agentbox Integration

Rex Integration

Arosoftware Integration

VaultRE Integration

Multiarray Integration

PropertyBase/Roundrock Integration

Eagle Integration

LockedOn Integration

Agencymax/Inhabit - Move LJH Integration

Coreweb Integration

iDashboard/iProperty Integration

ListOnce Integration

@realty Cloud Integration

MantisTech Integration

ReapIt Integration

Homepass integrates with 3rd parties – like CRMs – so you can use your data how you'd like.

CRM Integrations

Find out more about the upgraded mobile brochure experience.

The upgraded Mobile Brochure experience

Lite VS Standard Subscription

Send Domain Link to Brochure & Homepass Brochure Option

This article explains what weekly reports are in Homepass, who receives them, and step-by-step instructions for enabling or disabling weekly email reports via both the mobile app and the website,…

Manage weekly report settings for your account

This article explains what admin privileges allow you to do within a Homepass office account, how admin status is initially assigned, and step-by-step instructions for granting or revoking admin rights…

Manage admin privileges for your office account

Junaid Rehman

The Homepass mobile app is how you'll deliver an outstanding customer experience at your inspections.

Using the Homepass app

A remastered open home experience, and a collaborative transaction experience.

Welcome to the new Homepass!

Homepass is available for iOS and Android.

How do I download the app?

Learn how to use Homepass with this quick (one-minute) video.

How do I download and use the app?

Yes! We have a quick summary video, as well as a detailed walkthrough video.

Do you have training videos?

Can't find the solution to your problem? Here's how to get in touch.

How do I get help?

Getting Started

How can buyers access documents via the mobile brochure?

Where can I find my listings?

How do I manage membership for my places?

How can I manage bookings for my inspections?

Can I make my listings private?

Where can I see my team's Places?

How do I archive (and unarchive) Places?

How do I upload documents for my places?

How do I view and send the mobile brochure?

Can I manage Hazards and Risks in Homepass?

Managing Places

How can I set up check-in with QR codes?

How can I manage bookings for my inspections on the V2 pilot?

How do I check in visitors?

How do I get notified of check-ins to my places?

This feature is somewhat of a virtual assistant and allows buyers to manually check themselves in

How do I use Kiosk Mode?

How do I use the Broadcast message feature?

How can I add notes?

How do I send documents to contacts?

Can I share/save contacts via my phone?

Can I export my contact data?

Enhanced Tagging helps agents quickly understand buyer intent and focus on the right opportunities.

Enhanced Visitor Tagging in Homepass

Contacts & Check Ins

How can I keep my vendor in the loop?

Vendors

How can I change my account branding colour?

How do I change my email?

Can I change my mobile number?

How do I find and join my team?

Can I automatically invite listed agents to my team?

Can I make my Homepass account private?

How do I sign out?

What version of Homepass am I using?

Configuration

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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.

Connect your stack

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

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