The House Hunting List Touchpoint helps clients stay focused and organized while searching for their dream home. Delivered in a clean, branded format, this checklist ensures nothing gets overlooked — from the very first showing to making an offer. A few quick personalizations and it's ready to send.

Rather than manually selecting leads, most users simply follow the recommended Next Best Action — ensuring reminders go out consistently, accurately, and without extra effort. Your role is to review and personalize the content if needed before sending.

🧭 Getting Started

You'll typically open this presentation from a Next Best Action. To review or edit it ahead of time:

Go to Explore in the main app
Navigate to Client Phase → House Hunting List
Click Explore to view the leads on your account

📋 The Default Checklist

Out of the box, the House Hunting List includes four essential steps:

🏡 Begin the Home Search
🗝️ Attend Showings and Open Houses
🧐 Evaluate Homes Thoroughly
✍️ Make an Offer

These items give clients a structured framework to follow throughout their home search.

✏️ Customize the Checklist

To customize the touchpoint, click Edit at the bottom of the screen. From here you can:

Add, edit, or remove checklist items
Tweak section titles and descriptions
Save your version as the new default
Update your photo
Reset to the recommended content anytime with one click

When you're done, click Save to apply your changes.

Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"