HomeHub360™ - Client Portal Overview

HomeHub360™ - Client Portal Overview

Give your clients the most valuable closing gift that keeps you top of mind for all their real estate needs.

Course outline: 5 sections

Estimated time to complete:  20 - 40 minutes

11-1. HomeHub360™ Overview

Your clients home is likely their single most valuable financial asset and you can help them take care of it as part of your service. Setup all of your recent closings, first-time homebuyers, and past clients with a HomeHub360 account so that you can offer them real estate value beyond the sale and they always know where to go for real estate information about their home…the best part, its provided by you!

Here is a little bit about how it works:

Step 1 - Add your client into the Database of the RealOffice360™ CRM

Step 2 - Update as much information as you can for that client

Step 3 - Activate your HomeHub360™ account by clicking “Claim Your Client”

Step 4 - Call your client and tell them to expect an email from HomeHub360™

Step 5 - Book a introduction meeting where you can show them how to use the system and how you offer this as a part of your value-added services!

11-2. About HomeHub360™

The HomeHub360™ account is your clients private, secure and personal portal for all of their personal real estate information. This is there place to track their most valuable asset. While you as their agent and HomeHub360™ provider will add all the relevant real estate information to the account, your clients control everything else. 

 How it works:

You create the account, you add the real estate information. What real estate information?

Property Information for any number of properties they own. Specifically:

  • Any property information you add to your client on RealOffice360™ will be automatically populated for your client in their HomeHub360™ Account:

    • Property Information

      • Property Type

      • Purchase Price

      • Address

      • Home Size

      • Lot Dimensions

      • Year Built

      • Number of Beds and Baths

      • Basement Type

      • Land Use Code

    • Condo Information (If relevant)

      • Condo Type

      • Condo Name

      • Monthly Condo Maintenance Fees

      • Condo Management Company Information

      • Condo Legal Description

      • Condo Construction Type

      • Unit Information

      • Parking Information

      • Storage Information

      • Build Information

    • Rural Property Information (if relevant)

      • 911 Address

      • LINC Number

      • Land Use Code

      • Total Acres

      • Legal Land Description

    • Rooms and Dimensions

    • Property Value History

      • Historical Purchase Prices

      • CMA Values

      • Appraised Values

      • Purchase Price

    • Tax-Assessed Values

    • Real Property Reports/Land Surveys

    • Floorplan Documents

The above property information is added, edited and controlled by you, the real estate professional. This is part of your value-added service to your clients! However, they can get value out of HomeHub360™ without you lifting a finger too!

Your client can:

  • Log all home maintenance

  • Keep record of their property budget - great for investor clients

  • Track all the trades and the work they have completed in the home

  • Track all warranties, paint colours and future ideas for their dream home, renovation plans or more

All of this information is theirs, privately and securely stored on their account. As their real estate professional you will not be able to view this information unless they share it with you.

Interested on offering HomeHub360™ to your clients? See how you can start below.

11-3. How to Activate HomeHub360™

You can being creating HomeHub360™ accounts from the Free plan onwards with RealOffice360™ for your clients. To do so:

  • Navigate to the client you wish to setup an account and confirm that you have a valid email address added to their profile.

  • Once you have added this email (or if you already had it added) just click “Create Account” in the top right corner and follow the steps.

HomeHub360 Create Account
  • Upon getting to the next stage you will see the following pop-ups:

Account Creation - HomeHub360
Screen Shot 2018-09-24 at 10.27.22 AM.png
  • Once you have successfully gone through the above prompts, your client portal will be ready and waiting. You will see this box now updated in the HomeHub360 tab of your contact profile.

HomeHub360 Pending
  • You are now ready to have your client access HomeHub360™ account and get started

11-4. Accessing HomeHub360™

Once you have activated a HomeHub360™ account for your clients, your clients can setup their account in two ways:

1)    Click on the link in the email you sent them from RealOffice360. Note you can resend this email if needed. The link is only active for 7 days and will need to be resent if expired.

Screen Shot 2018-09-24 at 10.42.09 AM.png

2)    Have your client go to HomeHub360™.com, click on sign-up, and enter their information as you have input on RealOffice360. Note the “Code” field is found on your RealOffice360 account under their client profile.

  • On this page your client will set their password

  • Input a code if needed

HomeHub360 Signup Page

Once an account have been created, they will login to HomeHub360 and it will look as follows:

Screen Shot 2018-09-24 at 10.49.54 AM.png

It’s time for you to add a property to their account so they can get to managing their single most valuable asset!

11-5. Looking for More

Not finding what you need? Contact us at support@realoffice360.com with your specific question.

Premium PlanMike McAra