Your first week
A short, ordered setup. Do these in sequence and everything downstream — your website, your documents, your marketing pieces — inherits the right look and the right facts.
You do not have to finish this in one sitting. Each step leaves the app usable; later steps only make it better.
The six-step walk-through
The first time you sign in, the app walks you through six screens. Every one can be skipped and come back to.
| Step | You give it |
|---|---|
| You | Your name, title, phone, email, brokerage, licence number |
| Your face | A headshot, and a full-length portrait if you have one |
| Two colours and two faces | Your palette and your typefaces |
| Elle, on your phone | Your mobile number, verified with a code |
| Your listings | Where they come from — your brokerage’s feed, or your own hands |
| Your website | Pick a design and publish |
At the end you are on the dashboard with a real account.
A new workspace starts with a small demonstration book — a few properties, clients, deals and marketing pieces — so nothing is a blank screen while you are finding your way. It is clearly marked as a sample, it never sends email to anybody, and it is cleared the moment you take a membership.
The checklist on your dashboard
The checklist reads your account, not your clicks. An item ticks when the thing is actually true, so it can never disagree with what you have.
| Item | Ticks when |
|---|---|
| Your details | Your name, brokerage and contact details are filled in |
| Your words | Your title, tagline and story are in your words, not the sample’s |
| A headshot | You have uploaded one |
| Your mark | Your logo is on file |
| Elle on your phone | Your mobile number is verified |
| Your website, live | Your site is published |
Some items carry an Ask Elle chip — the ones she can actually finish for you. A photograph and an SMS code have no chip, because she cannot take a picture of you or read your text messages.
The sample book comes with a biography and a tagline that are not yours. The checklist knows the difference and will not tick Your words until you have written your own. A fabricated career under a real headshot on a published page is precisely what this prevents.
You can dismiss the checklist. Dismissing it hides the nag; it does not pretend the work is done.
Then, in this order
Put a property in
You can work either way round, or both.
- A property already on the MLS. Under a brokerage, its feed brings your listings in on their own, photographs included, once your admin has entered your MLS id — and they stay in step as the MLS record changes.
- A property not on a feed yet — a pocket listing, a coming-soon, a quiet ranch. Add it by hand, or tell Elle: “Add a listing at 14 Ridgewood Lane, Houston, four bed, three bath, asking two point one five.”
See Adding listings.
Bring your people in
Import contacts from an existing CRM, or add them as you go. Either way, give your buyers a price band and a market: that one detail is what makes buyer matching, the briefing, and Elle’s “who should see this?” answers useful.
See Clients.
Let the automatic parts start
Three things run quietly once there is something to run on.
- The morning briefing arrives by email between 7am and noon your time, and the same information lives on the Briefing page all day. It only sends when there is something worth reading.
- Buyer matches appear when a new listing fits a buyer’s brief.
- Playbooks stage your own work — when a listing goes live, when a lead comes in, when a deal goes under contract. Starters are already switched on; look at Tasks → Playbooks and edit them to match how you actually work.
Point your own domain at it
When you are ready. See Your own domain.
The order matters, a little
Brand first, because documents and graphics bake it in. Listings before the website, so the site has something to show. Everything else can happen whenever.