Setting up your dashboard

Dashboard access

• Upon completing the 101 course, expect a text message with a link to log into your Houseful agent dashboard.

• Log in and select the postal codes to receive referrals; no referrals will be received until this step is completed.
• This text is sent within 24 hours during weekday business hours.

Dashboard accessibility

• The Houseful agent dashboard is accessible only in web or mobile browsers at referrals.houseful.ca.

• It is not available as an independent application.
• Bookmark the URL to your smartphone home screen to simulate the look and accessibility of an application.

Setup instructions

• Enter your mobile phone number.
• Enter the confirmation code received by text.
• Create a password and log in using your phone number and password.
• Confirm your basic contact information.
• Enter your work address, which is where you commute from when meeting clients.

• This could be your home office or brokerage office address.
• It helps in sending lead offers based on your preferred service areas.

Service areas

• Log in, select settings in the upper right hand corner, then account settings, and navigate to the coverage area section.
• Type the first three digits of the postal code where you work.
• Select any postal codes you service and have expertise in. You can also select “add postal codes by text” to enter in a comma separated list of postal codes.
• Team members not set up to receive leads can still receive them from direct lead receivers on the team.