Instructions: Simply navigate with the jump links below to get started and set up your Membership site. If you need help contact your Certified Membership Support Coach.
Tools Set Up


Be sure to start here first. The goal of this section is to help you get up and running, get a feel for your CRM, etc.

Agent Website

Agent Website Coming Soon...with IDX site integrated with your CRM. Build your audience, influence, engagement and conversion!

Print & Design

This tool, powered by Corefact will allow you to design and print your collateral materials and mail to a specific geo farm.

Offer Platform

This offer platform will help you with selling your homes at the true highest and best price in the shortest period of time!

Transaction Management

One of the best transaction management tools available. Keep track of your business and sync with your MLS!


Create your CMA's and value properties quickly for your clients. A very efficient service to provide to your clients.

Financial Services

Help your clients beyond their home purchase with smarter financial services. Become a financial consultant today. Sign up code: 75URZ

Financial Services


Budget tool to track and make sure you are accounting for your income taxes and other items.
Remember the old's not what you make, but what you keep that matters.


We recommend hiring an accountant to make sure your books are accurate and up to date. Starting with Quickbooks Online is a good program to help you keep track of your income and expenses and make doing your taxes so easy.

Living Trusts


Life Insurance



Long Term Care

Retirement Planning