Take Interest Day 1 · setup

Welcome, Erin.

Let's set up your week. A few small steps. About four minutes.

▶ Or watch the 2-minute walk-through first

Your neighborhoods

Your families

Your Seattle

Step 1 of 4

Connect the tools you already use

We do not move anything. You stay in your tools. We just remember what they each forget about the others.

Outlook · calendar + inbox Connected

Calendly · 206-555-0142 line Connected

Northwest MLS · IDX feed Connect · 30 seconds

Instagram · @erincolehomes Connect · 30 seconds

Your buyer's lender · email thread Arrives as buyer threads get going

Apple Messages · text scheduling line Optional · macOS prompt

Step 2 of 4

Tell us about your first buyer family

One family to thread around. We pick one so the pilot stays clean. You can add more on Day Two.

What do you call this family in your head?

Where are they in your 5-step framework today?

Budget ceiling

Neighborhoods of interest

Communication style for client-facing drafts

Anything we should know up front

Step 3 of 4

Who are you buying as?

This shapes how much detail their portal shows. Experience and price are separate on purpose: a seasoned buyer's first $30M home still wants luxury-level depth.

Buyer type

First-time means first home, with more guidance in their portal. Luxury and commercial open representation-first depth.

How many homes have they bought before?

Price band

We'll start their portal at a guided depth. You can change this any time.

Step 4 of 4

We'll thread their week into one place

We pull the last 60 days from your tools and weave Customer A's thread from what is already there. About four minutes the first time.

→ Calendar · pulling 16 events for Customer A

→ Inbox · 11 threads matched

→ MLS · 4 saved searches active

→ Lender · 2 pre-approval threads

→ Instagram · 1 DM mentioning Bellevue

✓ Weave complete · Customer A · Step 4

Continue to company view →

Your setup saves to this browser when you continue.

See what your families will see →