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Knowledge base
HomeScout Dash FAQs / Manual
Dashboard Manual - Getting Started
3
Accessing the Dashboard
Launchpad
Dashboard Section
Dashboard Manual - Leads Section
5
Leads Section Basics
Viewing Lead Information / Individual Lead Record
Basic Lead Actions
Lead Action: Create Campaign
Additional Lead List Options (Create Lead, Transfer Leads, Import, Export, Reset Filters)
Dashboard Manual - Activities Section
1
Activities Section
Dashboard Manual - Campaigns Section
3
Campaigns Section Basics
Importing a Lead List for Campaign Setup
Creating a Campaign for an Individual Lead
Dashboard Manual - Account Section
4
General Tab
Team Tab
Notifications Tab
Security Tab
Dashboard Manual - Members Section
1
Member List
Dashboard Manual - Additional Tools
2
HomeScout Intel Information
HomeScout Marketing Center Information
HomeScout Dash - General Questions
6
How do I log in to my dash?
How do I get started with the dash?
How do I update my lead notifications?
Is the dash optimized for mobile?
How do I reset my buyer's password?
View all 6
HomeScout Dash - Contacts / Leads / Properties
6
How do I work with leads in the dash?
How do I know which leads in my dash I should focus on?
What is the fastest way to search for leads in the dash?
Am I able to make notes on my leads?
What does "elst" mean when filtering by lead source?
View all 6
HomeScout Platform Updates
Platform Updates
76
February 12, 2024
February 5, 2024
January 29, 2024
January 22, 2024
January 16, 2024
View all 76
HomeScout Video Training
HomeScout Essentials
2
HomeScout Nuts & Bolts
Introduction to HomeScout Vida
Additional Training
2
HomeScout Marketing Center
HomeScout Intel
HomeScout General FAQs
General Questions
5
How do I get started with HomeScout?
How do I share my HomeScout website?
Where do I go for billing questions?
How to reset your HomeScout website password
How to Add the HomeScout Website to a Phone Home Screen
Upgrade Questions
3
What is my updated URL?
Is the upgraded dash now available?
Where do I find information on the upgraded dash?
Training Questions
1
What are my options for HomeScout Training?
HomeScout Website
5
How do I search for properties on my website?
How do I update my contact information on my website?
How do I update my photo on my website?
How often are the listings on the HomeScout site updated?
How does a contact that existed in legacy HomeScout log in to the new HomeScout experience?
HomeScout App
1
Is there a HomeScout app available for Android and/or iOS?
HomeScout Product FAQs
HomeScout Pro
2
What is HomeScout Pro?
HomeScout Pro - I have received my login credentials. What should I do first?
HomeScout Advantage
1
What is HomeScout Advantage?
HomeScout Enterprise
1
What is HomeScout Enterprise?
HomeScout Plus
1
What is HomeScout Plus?
HomeScout Intel
2
What is HomeScout Intel?
I have signed up for HomeScout Intel. How do I get started?
Vida App Info
FAQs - The Basics
7
What is HomeScout Vida?
Why should I encourage my clients to use Vida?
How do I find the Vida invite code to share with my clients?
Are there resources to help me promote Vida to my clients?
How do my clients download the Vida app?
View all 7
FAQs - Using Vida
2
How does my client get started after downloading the Vida app?
What can my clients do with the Vida app?
FAQs - Vida Admin Portal
3
How do I access the Vida admin portal?
What can I do in the Vida Admin portal?
Why am I unable to access some sections of the Vida Admin Portal?
Loan Officer Onboarding Guide
3
First Time Logging In
Dashboard
Shared Information – Accept, Download, Access
Vida App Guide
1
Downloading and Setting Up the Vida App
Help Desk Software
by Freshdesk