Homepass

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

David Cole

Elijah Lizurek

Junaid Rehman

Contacts & Check Ins

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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.

{appName} in 60 seconds

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.

Prototype integrations answer

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

Prototype invite-team answer

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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