Art of Homeownership Help Center

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Art of Homeownership Help Center

Art of Homeownership Partners

Art of Homeownership Partners

A resource for current AoH partners.

FAQs

Why are you now offering HomeBinder over your previous home concierge vendor?

Why doesn’t the AoH team automatically upload my contacts to Updater?

How does Art of Homeownership use Daily AI?

How to enroll clients to your AoH platform

Can Daily AI track which clients have opened my emails?

How do I begin implementing my AoH platform into my business?

I have a realtor partner or fellow LO that is interested in AoH - what should they do next?

I have a question about my billing - who do I contact?

What do my clients receive when they are added to my AoH platform?

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Art of Homeownership App

Where is the home value provided from in the app?

Can a user add a property in their account on the Finlocker website?

Can I get a branded “dummy” account login for tutorials?

How does the App impact what I need to do to get my clients enrolled?

How do my clients access the App?

Do I need to do anything to "set-up" the App for my clients?

What do I need to do to ensure all the platform tools are active?

If my clients don't download the app, how do they access Art of Homeownership?

How can I get my past clients an App invitation?

Will this App be available to only closed clients or are we able to enroll prospects?

How do prospective clients get the App?

If realtors use our App are they able to use these features?

Are there co-branding opportunities for purchase loans connected to realtors?

Is there a limit to how many people I can invite to the App?

Are we given alerts when a client engages with the App? And if so, does it tell us what kind of engagement they utilize?

Can you speak to which technologies integrate with the App?

Can you speak to the data privacy in the App?

Can a couple enroll in the App?

Is the Home Valuation tool within the Ap connected to Homebot?

How will the App be useful for prospects and renters?

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AoH Website & Marketing Engine (Daily AI)

Opting out of texts

Is my partner website secure?

If I upload a CSV file of client data and some clients are already in my account, will Daily AI recognize duplicates? Will it override any information in my account?

Can I use my Twilio number in Daily AI?

What do I do if my Daily AI phone number is receiving spam calls?

Can my LOS be integrated with Daily AI?

Why aren't the images on my email signature are not populating in my clients' inboxes from emails that came from my Daily AI account?

How to I add a referral partner to my Daily AI account?

How many emails, texts, and other media messages are included with my Daily AI?

Can I integrate my Jungo with Daily AI?

How often does Encompass information pull/ push into Daily AI so the information is synced?

Is there a limit to the video file and audio file sizes one can record in Daily AI?

Does V-card (virtual business card) show up for both iPhone and Android users?

Can I upload my videos from my computer into the media section?

All about Trusted Professionals: What kinds of Trusted Professionals can I add? How do I add them to my partner website?

How do I purchase a domain for my AoH Website?

I uploaded custom videos for my AoH website - can I edit the thumbnail that's displayed?

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AoH Partner Portal

What information is in the AoH Learning Center?

How do I change my AoH Learning Center Password?

How can I access the AoH Learning Center?

How do I access this past week's training webinar?

Real Estate Wealth Digest (Homebot)

What does Realtor Co-branding look like in Homebot?

How do the Realtor and LO digests work together for my client?

What is the Real Estate Wealth Digest?

What do I do with my client's CMA request?

How do I add my clients to Homebot?

How do I personalize my Homebot Account/edit my settings?

How do I edit my client's information in Homebot?

Why should I cobrand with my Real Estate Partners? How do I cobrand?

How is the number of contacts in my Homebot calculated?

Will Homebot notify me if a client unsubscribes?

When does Homebot send me my client data?

Where does the "rate" amount in the refinance section generate its data from?

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Home Concierge Service (HomeBinder)

Can I integrate my LOS with Homebinder?

How do I update the branding in my binders?

How do I log in to HomeBinder?

How to I edit my profile settings?

How do I add a binder for a client?

Can I upload binders for multiple clients in bulk?

What do my clients see in HomeBinder?

How can I view all of the binders created in my account?

How do I make sure binders are automatically sent to my clients once created?

How do I integrate my LOS with HomeBinder?

Viewing your HomeBinder account analytics

Marketing Resources

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Relocation Technology (Updater)

What is Updater?

How do I log in to Updater?

How to send an Updater invitation to your clients

How do I explain Updater to my clients?

Updater Basics

Updater Marketing Tools

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Relocation Technology (Revive)

I have a client interested in one of the Revive programs - how do I get started?

Does Revive have any marketing materials that are readily available?

What is Revive?

Can I offer Pre-Sales Renovation Financing to my client without a Real Estate Partner? (Mortgage Professionals)

Is Pre-Sales Renovation Financing available in every state?

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MBS Highway

Where can I contact MBS Highway support?

Where can I learn how to use a tool in MBS Highway?

Does MBS Highway have a mobile app?

Where can I learn more about best practices with this tool?

What is MBS Highway?

I don't currently have MBS Highway with my AoH membership. How can I add this feature to my account?

How do I edit communication and branding settings (including lock alert)?

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Managing Client Data

How do I unsubscribe/remove a client from my AoH Platform?

Can I replace clients/contacts who aren’t utilizing the platform?

Can I upload my clients to some tools but not others?

How do I edit/update a client's contact information?

What should I do if my realtor partner and I have duplicate contacts?

How do I properly fill out fields in the client enrollment template?

How can I add clients to my Daily AI account that haven't closed a loan yet?

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Realtor Partnerships

Can my Real Estate practice/team sign up as an AoH Partner rather than each individual agent?

I have a Real Estate partner that wants to join AoH, can you help?

How do I talk to my Real Estate Partners about AoH?

My AoH Membership

What does my membership include? (Partner + Marketing Engine)

How can I update my information associated with my AoH subscription?

I'm currently an AoH partner and am looking to bring on more team members. What should I do next?

I just became an AoH partner. How quickly can I expect to be set up / how long does onboarding and account launch take?

When does my recurring membership billing start?

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