Help Center

Explore our comprehensive guides to get the most out of our platform.

Navigating Your Dashboard

Your dashboard is the main hub where you can access all tools, features, and account information in one place. Learning how to navigate it will help you work more efficiently.

Left Pane – Quick Access Links
On the left side of your dashboard, you will see quick access links to your key features, including creating a Community Feature Sheet®, a Property Feature Sheet, or a Home Detail Infographic. You will also find links to your saved reports, profile settings, and help center.

Right Pane – Activity and Metrics
On the right side, you will see your activities displayed in a year-to-date (YTD) metric dashboard. This gives you a visual overview of your work and progress.

Exploring Your Dashboard
Feel free to explore all the links and sections to familiarize yourself with the available features and reports. This will make it easier to navigate and get the most out of the platform.

Tip: Spend a few minutes exploring your dashboard the first time you log in so you know exactly where everything is when you need it.

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