Onboarding set up instructions
Account and Profile Details:
- Profile - Log on here with the email you signed up with, and make sure you have verified your email.
- Security - Reset your passwords or change your email address here anytime.
- Plan & Billing - Verify what plan you are on, see your invoices once your subscription has started, and/or change your card on file here anytime.
Organization & User Overview
Revisit this setup once you are ready to invite your team and agents to the system:
- Team Members - Set the team members receiving any commission split on any deal. Team members will not have access to ClarityNOW until given user access
- Team Users - Team users allows other users to have access to your account. Set the permissions for your team users by giving them agent, viewer or editor access. If you have multiple people assisting with your business you may add them all. Editors and Viewers are free-agents and will be charged an additional charge per month. Prices are based on your plan.
- Agents- Granting an Agent portal access
- Portal Roles - Creating Portal Roles and their permissions for Clients and Additional Party Members on your transactions.
Business Planning-
- Business Information: Maximize your year ahead by leveraging real-time market insights. Input your numbers, and let ClarityNOW calculate the days left in each month, quarter, and year for your potential sales. It's your shortcut to effective business planning!
- Economic Model: Set your sights high with our Economic Model feature! Enter your yearly goals, and watch as ClarityNOW transforms them into a comprehensive summary and a goal gap report. Your aspirations, visualized for success!