FAQ
Support
How can I get support?
Please email us directly a line at support@realfinity.io and we will get right back to you.
Do you have a phone number I can call?
We do not offer direct phone support, but please feel free to schedule a meeting with us and we will go over all your questions on a video call.
I have some feedback, where can I send it?
Cool! Please drop us a line using our Get in Touch form.
Am I able to book a 1:1 training session for HomeDashboard?
Yes, we are happy to meet up and help. Please schedule a session with us using this form.
Platform
What is HomeDashboard?
Our core product HomeDashboard is a client-facing platform that delivers property data and financial products throughout the real estate lifecycle. HomeDashboard aims to provide homeowners and homebuyers with investment grade property data and financial products at their fingertips, empowering them to make data-driven decisions, help them maximize their real estate investment and build lifelong wealth.
Why do I need HomeDashboard?
HomeDashboard saves you time and money as well as expanding your client database. It empowers your homeowners and homebuyers with property data and finance options to build wealth. HomeDashboard is a win-win platform where everyone benefits from instant information and consistent communication at every critical point of homeownership.
Is there a mobile app I can download to my phone?
Nope, HomeDashboard is a fully responsive web application that runs awesome on all devices with no downloads required. Native iOS and Android apps are on our product roadmap!
I have 1,000 new leads to add to HomeDashboard, how do I do that?
One at a time…Just kidding! You have three ways of uploading new clients: use the API, via bulk upload or manually. Also feel free to contact support at support@realfinity.io and we will take care of bulk uploading your list.
How do I know if my clients are engaged on the platform?
Every day you receive a daily activity report from HomeDashboard showing what clients are engaged and what specific items they are interested in. HomeDashboard is tracking every click taken and delivers it right back to you.
How often are emails sent to homeowners and homebuyers?
After the initial welcome email clients receive a HomeDashboard update email on a monthly basis. You also have the option to manually trigger a HomeDashboard report to your clients, in case you feel like it or if they have requested it.
Can I add a client myself?
Yes, you can add clients yourself to HomeDashboard in the Clients page using the Add Client feature. You can add both homeowners and homebuyers.
How can I invite new homeowners or homebuyers to join me on HomeDashboard?
You can share your personal Client Self-Registration Link (CSR) and anyone will be able to register for HomeDashboard with you being the host/co-branded. All you need to do is access your custom invite link in your HomeDashboard profile and send it to your new client. They will have easy access to creating their account and are immediately attached to you.
What is RealOwner?
RealOwner is the HomeDashboard tool for homeowners. It guides them in managing their equity and finance options to build wealth through easy and instant access to updated property data. Homeowners can view mortgage details, home value, and potential mortgage products, as well as access finance education. It rocks!
What is RealBuyer?
RealBuyer is the HomeDashboard tool for homebuyers. It empowers them with data backed tools to make informed purchasing decisions. Homebuyers can easily add properties of interest and compare data on estimated value, sales history, neighborhoods, and property taxes. Completing a buyer profile offers instant finance options for a seamless home purchase.
I want to sign up for HomeDashboard! How do I do it?
We’d be happy to welcome you to the platform! Please contact us at sales@realfinity.io or get started here.
Company
What problem is Realfinity solving?
We are fighting the lack of financial education and resources available to homeowners and homebuyers that have caused inequalities in the housing market for many years, for which reason not everyone has been able to build lifelong wealth.
When did Realfinity start?
Realfinity started in 2020, and it has been amazing for our team to develop the best proptech software for our clients, making a difference for homeowners and homebuyers all across the country. Check out our timeline and our product roadmap.
What is your mission?
Realfinity’s mission is to enable loan officers and real estate agents to make property data and mortgage products accessible to their clients through the entire real estate lifecycle. With HomeDashboard, our clients increase transparency, remove knowledge gaps, and empower their homeowners and homebuyers to make data-driven decisions and build lifelong wealth.
Where are you located?
Realfinity is headquartered in Miami, Florida.
I want to work here! Are you hiring?
Please send us your information to info@realfinity.io
