Watch recorded workshops and quick demos, anytime.

Learn how HOME serves as your centralized workspace for managing daily business activities, accessing key tools, and staying productive from anywhere. This session explores how Agent Home, AI Assistant, and mobile capabilities work together to streamline workflows, simplify task management, and keep important resources at your fingertips. You'll learn how to customize your dashboard, manage tasks, leverage AI for content creation, and navigate connected tools including CRM, Search, Collections, Marketing Center, Business Tracker, and the mobile app.

Learn how to build, organize, and maintain a high-quality contact database in HOME 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.

Learn strategic outreach techniques, automate follow-up, strengthen client relationships, and turn your sphere of influence into repeat and referral business through consistent, intentional engagement.

Learn how to use bulk messaging to efficiently communicate with your database, deliver relevant content, and stay top of mind with your sphere of influence with HOME. This session covers creating and sending targeted email campaigns, leveraging templates and tagged audiences, personalizing messages at scale, and reviewing performance analytics. You'll also learn best practices for maintaining sender reputation and improving email deliverability to maximize engagement.

Learn how to create, customize, and manage Action Plans to streamline follow-up, automate workflows, organize tasks, and build consistent client engagement strategies that strengthen relationships and support business growth.

Learn how the Business Tracker in HOME 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.

Learn 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.

Learn how to identify high-intent prospects, prioritize outreach, leverage predictive insights, and create targeted engagement strategies that generate more listings, buyer opportunities, and business growth.

Learn how to use CMA reports and Buyer Demand data to uncover opportunities, guide pricing conversations, and help sellers make informed decisions.

Explore 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.

Learn how to use the AI Assistant in HOME 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.

Learn how to configure team permissions, manage shared databases, collaborate on contacts and transactions, delegate account access, and streamline marketing workflows to create a more connected and effective team experience in HOME.