IMPORTANT: The feature discussed in this article may not be enabled for your account.
The Homeownership Solution allows brokerages and Agents to engage with their clients through the entire homeownership lifecycle - all integrated with BoldTrail.
For your homeowners, the CoreHome mobile application delivers key experiences, branded to YOU, supporting the search for their next home with a portal-grade search experience, and providing them easy access to chat with you, their real estate expert, all inside of a single experience.
Please Note: Your app will be branded based on your brokerage. For more questions please reach out to Support at support@insiderealestate.com
Using the CoreHome Mobile Application as an Agent
Why is this important to me as an agent?
This solution provides relevant value to clients and potential clients and helps Agents and Brokers stay top of mind with their sphere.
It was created to address the rapidly changing and challenging real estate landscape:
Brokers and Agents need to engage clients across the full lifecycle to create broad, sustainable revenue streams.
Consumers, trained by Amazon and Google, demand speed, transparency, and value now and they’re demanding simpler, better-connected digital experiences across the homeownership lifecycle.
Competitors from all areas see the opportunity and are pursuing digital experiences to connect the entire consumer journey, and customers, aggressively.
How do I use this solution as an Agent?
Simply ensure that your leads and contacts are uploaded and matched to the appropriate campaign within BoldTrail.
To learn more about importing your contacts, click here.
Where do I, as an Agent, go to access and manage the functions?
All agent activities can be managed from directly inside BoldTrail.
Where does my Buyer/Seller go to access the mobile application?
In order for your clients to obtain access to CoreHome, you'll need to provide them with your personal share link.
A share link allows your contacts to directly download your personal app, without having to search for the application within the App Store or Google Play and ensures you are the Agent selected when your contact signs up for CoreHome. Your brokerage will provide you with the share link web address and you may share that link through email, text, social media, and more.
Note: Your personal share link is the only method available for users to log into the main CoreHome app, and they will need this link to log back in should they ever log out of their account.
If the contact previously signed up using another Agent's personal share link, they can log out and use your share link to set up a new account. The contact will be branded to the Agent whose share link they used to sign up.
Where can I find my personalized share link?
You can easily find it in BoldTrail by clicking on your profile photo at the top right, and copying the second URL from the dropdown that appears.
Will there be an SSO link for BoldTrail within the Homeownership Solution or will there be two separate links?
Agents will be able to manage all activities within BoldTrail, no other login is required.
How do I get this into the consumer’s hands (i.e., is there an Agent-specific code or link?)
As an Agent, you can easily invite your consumers within BoldTrail using Search Alerts & Market Reports. You may also share your personalized share link.
What is BoldTrail doing to drive awareness and activity to CoreHome?
BoldTrail will encourage click-through to CoreHome for full details and the ability to chat with their Agent when they are assigned to receive:
Market Reports
Valuation Reports
Property Alerts (Saved Searches)
Updates on Saved Homes
How do I customize the mobile app?
The CoreHome mobile app references your Agent profile information and website settings in BoldTrail to display your name, photo, contact information, branding, and MLS coverage. To update this information, follow the instructions for each section below:
What if the consumer is in multiple Agent databases?
Your personal share link is the only way that clients will be able to sign up for and log into CoreHome. If your client’s email address exists as a contact in multiple agents’ Smart CRM within your brokerage, have them log out of CoreHome and use your personal share link again to create a new account with you as their Agent.
However, if your brokerage uses a customized experience and your client does not use your personal share link, there are several methods of Agent assignment depending on the client’s email address.
The client’s email address exists only in your BoldTrail account.
If your Client’s email address has been added as a contact in your BoldTrail account, you will be presented as their Agent during CoreHome registration. Your contact may also select "I'm not working with an Agent" and choose a different Agent from your brokerage.
The client’s email address exists in multiple Agent’s BoldTrail accounts.
If your Client’s email address exists as a contact in multiple agents’ Smart CRM within your brokerage, the Client will be prompted to select from a list of those specific Agents when registering for CoreHome.
The client may also select "I don't see the local expert I'm working with". This will allow them to choose from other Agents in your brokerage.
The client’s email address does not exist in BoldTrail.
If your Client’s email address does not exist as a contact in any Agents’ BoldTrail within your brokerage, the Client will see a prompt to "Find an Agent" and will see a randomized Agent roster for the brokerage. They may click on "I don't see the local expert I'm working with" to search for an Agent by name.
What if a consumer isn’t in BoldTrail and accesses the app?
The only way for clients to access CoreHome is by using your personal share link.
With that said, if your brokerage uses a customized login experience and your client’s email address does not exist as a contact in any Agents’ BoldTrail within your brokerage, the Client will see a prompt to "Find an Agent" and will see a randomized Agent roster for the brokerage. They may click on "I don't see the local expert I'm working with" to search for an Agent by name.
How do I have insight into what homes and areas my clients have an interest in?
These favorites are relayed within BoldTrail and tracked within the contact record.
To learn more about the contact record, click here.
What does the client see if we don’t have a “my home” address?
They are prompted to enter a home address.
If there’s no tax record for the property, what will show in place of an estimate?
The client will see a Not Enough Data message. The app will also relay the gaps to InsideRE's third-party provider.
Is there a place to refer friends or family within the Homeownership Solution to an agent?
This feature is included in the Inside Real Estate features roadmap and will be available in the future.
Using the CoreHome Mobile Application as a Homebuyer
How do I manage application alerts?
Homeowners may choose if they would like to recieve text notifications from within their CoreHome app settings. They may also turn push notifications on or off at any time from their mobile device's settings.
However, if they would like to adjust notifications for Search Alerts, they will need to reach out to their Agent to update their Search Alert frequency.
Do I need to create an account?
Yes, homeowners will need to create an account using the Agent's personalized Share link to access CoreHome.
What do I lose by not creating an account?
If a homeowner decides not to create an account, they will not have access to the chat feature, their home details, and market updates.
What do I do if I’m having trouble with the app?
Homeowners may utilize the chat function to speak with their Agent. Agents will then be notified on their BoldTrail Dashboard.
That’s not my home address - how do I change it?
Homeowners may update their home address within the My Profile > Home Information section of the application. It will then update and note the contact record within BoldTrail for the agent.
How do I track my home’s valuation?
The application will provide an estimate on the 'My Home' section.
I want to know my home’s estimate and…
I have entered my home address: BoldTrail will send alerts on home estimate changes to the homeowner
I have not entered my address: A home estimate will not appear for homeowners unless added from Home Information.
Why don’t I have a home estimate?
Either a homeowner has not entered their home address or there is no record from Inside Real Estate's third-party provider.
How do I update my mortgage and insurance information?
Homeowners will have the option to edit their mortgage and insurance information. Once edited, the calculations will update.
I don’t want my mortgage and insurance insurance information stored here…
Homeowners will be able to remove their mortgage and insurance information. They may always revert back at any point.
I want to track values in my market and in different markets…
Markets are established within BoldTrail from the contact profile.
To learn more about market reports, click here.
Notifications
Homeowners will have access to CoreHome's intuitive Notifications panel. Notifications can be found by tapping on the bell icon that will appear on the app's main navigation.
The app will notify your homeowner of various events and required items to complete. These include, but are not limited to:
My Home:
Reminder to add address
Reminder to add mortgage info
Reminder to add insurance policy
Inactive for 30 days → Reminder to check value
Chat:
Unread messages
Move:
New activation
Reminders at days 2, 3, and 4 days from move date
Reminders at the 50% and 76% progress points
Maintenance:
New seasonal checklist available
Reminder at 30 days inactive
Reminder once inactive for 3 days after engaging
Transaction:
New activation
Reminders at days 2, 3, and 4 days from closing date
Reminders at the 50% and 76% progress points
Enabling Text and Email Notifications
Within the CoreHome app, homeowners can navigate to the three gray dots on the main navigation bar to access their profile settings.
Selecting Yes will allow homeowners to opt into receiving text notifications; if they would no longer like to recieve notifications, they can instead select No. Email notifications are enabled by default.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!