On-Demand Library
Watch recorded workshops and quick demos, anytime.
Missed a Live Workshop or want to revisit a topic? Explore our growing collection of recorded classes at your own pace.
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Essentialslevel
Importing & Organizing Contacts
17:14Learn how to build, organize, and maintain a high-quality contact database in Home Platform that supports more effective client engagement. This session covers importing contacts from multiple sources, organizing records with groups and tags, managing contact statuses, identifying duplicates, and using filters to quickly find the right audience. You'll also explore how AI Assistant can help streamline contact management and keep your database clean, organized, and up to date.
Essentialslevel
Contact Engagement Opportunities
17:30Learn strategic outreach techniques, automate follow-up, strengthen client relationships, and turn your sphere of influence into repeat and referral business through consistent, intentional engagement.
Essentialslevel
Organize Your Workflow with Business Tracker
10:07Learn how the Business Tracker in Home Platform serves as a central hub for organizing client activities, property information, and related business resources in one place. This session covers creating and managing Business Tracker folders, connecting contacts, collections, and CMAs, and understanding how tools such as Collections, Tours, and Documents work together to support a more streamlined and organized workflow.
Essentialslevel
Creating Property Collections
9:37Learn how to create and manage property collections, connect them to clients and Business Tracker, deliver personalized home searches, manage updates, and leverage AI Assistant to enhance the buyer experience.
Essentialslevel
Pricing Precision with CMA & Buyer Demand Data
21:21Learn how to use CMA reports and Buyer Demand data to uncover opportunities, guide pricing conversations, and help sellers make informed decisions.
Essentialslevel
Marketing Center Tour
23:51Explore how to create branded print and digital marketing materials using templates, collaboration tools, campaigns, email, social media, advertising, and Video Studio to support consistent client engagement.
Essentialslevel
Simplify Your Day with Home AI Assistant
17:38Learn how to use the AI Assistant in Home Platform to streamline daily tasks, improve communication, and support core business activities while understanding its capabilities and limitations. This session covers how to use effective prompting, leverage real-world examples, and apply AI across key workflows including contact management, property collections, market reports, and marketing content creation. You’ll also explore voice mode for faster input, creating and saving custom prompts, drafting listing descriptions and client emails, and integrating AI into Marketing Center. The session also highlights best practices and a prompt library to help you incorporate AI more effectively into your daily workflow.
Essentialslevel
Saving Time Running Your Business on the Go
8:24Turn your phone into your most powerful business tool. Learn how to manage your day, stay productive in the field, and follow up seamlessly using the Home Platform mobile app and AI Assistant.
Essentialslevel
Home Mobile App (For iPhone)
24:19This session focuses on the mobile app experience, helping agents confidently manage their business and client communication while working on-the-go.
Essentialslevel
Creating Engaging Monthly Newsletters
7:26You'll learn how to personalize the monthly newsletter available in the Home Marketing Center, transforming a ready-made template into a polished, client-ready communication that keeps your sphere engaged.
Essentialslevel
Creating Buyer Presentations
9:02Learn how to organize and personalize the Buyer Presentation in Home Platform. This workshop will cover customizing content, arranging slides, and tailoring presentations to create a polished experience for every client.
Essentialslevel
Creating Listing Presentations
10:02Learn how to organize and personalize the Listing Presentation in Home Platform. This workshop will cover customizing content, arranging slides, and tailoring presentations to create a polished experience for every client.
Essentialslevel
Creating Listing & Buyer Presentations
Learn how to organize and personalize Listing and Buyer Presentations in the Home Platform. This workshop will cover customizing content, arranging slides, and tailoring presentations to create a polished experience for every client.