Demo

Help · Brokerage owners

Set up your brokerage

Most brokerages are live in an afternoon. The setup in your console walks you through seven steps in order: Wallet, Brand, Website, Your CRM, MLS, Agents and Billing. Any step can wait: press Skip for now and come back to it from Settings.

Sign up

  1. Go to Start free, enter your brokerage’s name and your email, and pick your plan. The first 30 days are free.
  2. Open the email we send and press Confirm my email. The link works for 7 days, and the console can send a new one.

Fund your usage wallet

Texts and Nadia’s messages are paid from a prepaid wallet at the published rates, so there’s never a surprise bill. Add $25, $50 or $100 to turn them on, and turn on auto-reload if you’d rather not watch it. Whatever you don’t use comes back to your card with one click, from Settings > Usage wallet.

Make it yours

Add your brokerage’s name, logo, colors and phone number. They go on your website, every email we send for you and the app your buyers install. Press Save, then continue.

Your website address

Your site already works on a free address the moment you sign up. To use your own, like homes.yourbrokerage.com, type it in, add the one DNS record we show you where you manage your domain, and press Check status. It’s usually live within an hour. The website guide covers every registrar and how to keep your current website.

Pick your CRM

Run your leads in the built-in CRM, or send them to Follow Up Boss. You can switch any time without losing anything. With the built-in CRM, Nadia, the AI assistant who follows up with every lead, is free. In Settings you also choose how new leads reach your agents: Take turns sends each one to the next agent in line, and Shared pool lets agents claim them.

Connect your MLS

Until your MLS approves you, your site shows sample homes so you can see how it works. Find your MLS in the list and follow its five steps:

  1. Apply. We show where to apply and what to put on the form.
  2. The MLS approves you. This usually takes a few days to a few weeks.
  3. Connect the data. Enter the feed details the MLS sends you and test the connection.
  4. Check the display rules. Review the notice shown under every listing, enter your office MLS ID, and confirm the settings match your MLS’s rules.
  5. Go live. We take it from there, and real listings replace the samples.

Invite your agents

Under Agent seats, press Create agent for each person. They get an email to set their password and sign in. Send them the agent guide so their first day is easy. Your plan covers a set number of agents. Adding more changes your bill only by the extra-agent price, prorated.

Billing

Your free trial runs 30 days. Add a card any time before it ends from Settings > Billing; nothing is charged until the trial is over. If the trial ends without a card, everything keeps running for 7 more days, then pauses until you add one. Nothing is deleted. Products like Offers & Contracts and ListLogic can be turned on or off from the same page, and the change is prorated.

Tell your buyers

Share your site’s address in your email signature, on social and on yard signs. Buyers can put your site on their phone as an app and get new homes the moment they list. The buyer guide shows them how, and it’s written so you can forward it as is.

Stuck? Email support@keptintouch.com and say what you were trying to do. A person answers.

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