Introduction
We are pleased to have you with us! Now you have signed your terms of business, here are the steps to get you started. We have streamlined our onboarding process for your ease, allowing you to get started quickly and efficiently.
This comprehensive guide will walk you through each step of integrating your business, ensuring a seamless experience.
Please note: This is best completed on a desktop or laptop.
We value your input - please feel free to share any feedback with our team: hello@seeitherefirst.co.uk
Step 1: Registering Your Email
If you do not already have an account, register your email address with SEE IT HERE FIRST at seeitherefirst.co.uk.
Step 2: Confirm Your CRM Details
Send an email to hello@seeitherefirst.co.uk, letting them know which email you used and confirming your CRM details. Agent account activation is typically completed within 24-48 hours.
Step 3: Setting Up Your CRM and Agent Account
We know data feeds can be confusing, so we have made a simple Agent CRM Integration guide to help you find the right information and set things up correctly. When you are at this step, our team will send it through, ensuring you have the support you need.
Step 4: Logging Into Your Agent Account
Your account is ready! To log in, head to the menu and click on Agent Dashboard. If you do not see it, just refresh the page.
Step 5: Setting Your Agent Branding
Set your default branding. This involves establishing a consistent visual and messaging identity that represents your business. If your business operates multiple branches, each with its own distinct branding, you can manage these variations using trading styles. This feature allows you to customize how each branch presents itself to its specific market while maintaining an overarching brand identity.
Step 6: Configuring Your Settings
Now that you are on the agent dashboard, it is time to set up your agent settings. To do this smoothly, you will need to have the necessary details from step 3.
Step 7: Time to Upload Your Properties
Now that your account is set up, it is time to sync your properties. Head over to the property tab on your agent dashboard and click the Sync Properties button. If everything loads smoothly, just wait for it to finish. This important step validates your connections and speeds up the onboarding process.
Once you are set, your properties will automatically sync twice a day, keeping everything up to date effortlessly.
Step 8: Time to Go Live
Check the property details to make sure everything is correct. Once you are happy, go back to the settings page on the agent dashboard. Scroll down a little to find the search visibility section and slide the toggle to green. This means your properties are now visible in search results.
Step 9: Checking Your Live Properties
To ensure your property is visible, follow these simple checks:
For the Street check: Look for a property with images in the agent dashboard properties list, located in the instructed state. Then, try searching for it on the main SEE IT HERE FIRST page.
For the Alto check: Find a property that is marked as for sale. Search for this property on the main SEE IT HERE FIRST page.
Step 10: Getting Your First Enquiry
Once you have discovered a live property, go ahead and send yourself an enquiry. Make sure to keep a close eye when a valuation is requested.
Final Message
Congratulations on completing the onboarding process! We are absolutely thrilled to have been part of your journey and cannot wait to see what you achieve. Now that your account is fully operational, we are excited to watch your business grow and thrive.
We understand that starting something new can be both exciting and overwhelming, so we are here to support you every step of the way. If you have any questions or need assistance, do not hesitate to reach out - the team are happy to help!