Art of Homeownership Help Center

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Art of Homeownership Help Center

Managing Your Platform

Managing Your Platform

Manage Professional Partnerships, Client/Member Data, and your AOH Feature Accounts.

How do I update my contact information?

Managing Client Data

How do I properly fill out fields in the new data submission template?

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

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

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

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

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

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Real Estate & Mortgage Professional Partnerships

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

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

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

Miscellaneous

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

Ring Central

Will it be a complete transfer to Twilio where I give up my Ring Central number, or will I still be able to use my Ring Central number outside of Daily AI as well?

Can I transfer my Ring Central number to Daily AI?

Integrations

Can I integrate my Jungo with Daily AI?

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

Media Files

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

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