Setting up your dashboard

Seamless onboarding and dashboard customization for targeted lead generation

After training, agents receive a text link for their dashboard. Log in to pick preferred postal codes. The web/mobile-only dashboard setup includes adding contact and work details for targeted leads. Customize service areas with relevant postal codes. Update account settings for better visibility, including bio, websites, social links, and a picture, ensuring a seamless experience.

Dashboard access

Upon completing the agreement and 101 course, expect a text message with a link to log into your Houseful agent network dashboard.
Log in and select the postal codes where you would like to receive referrals from; no referrals will be sent until this step is completed.
This text is sent within 24 hours during weekday business hours.

Dashboard accessibility

The Houseful agent network 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. This helps in sending lead offers based on your preferred service areas.

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.

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 transferring leads to them in the dashboard.

Account settings

Contact information update

Keep your contact details current, including service areas and language preferences.

Agent profile enhancement

Provide detailed information to let Houseful and consumers know you better.
Not all information is visible to consumers; check visibility using the public or private icons.
Add agent bio, websites, social media links, professional designations, and a profile picture.
A profile picture is recommended for consumers to see who they'll be working with upon you winning their referral.

Refer to our FAQ’s for more detailed information and answers to these questions:

How do I log into the Houseful agent network dashboard?
How do I add postal codes in my dashboard?
I would like to add a team member, where do I go to do this?
Where can I update my brokerage?