How It Works

From first call to go-live in 3 weeks. Here's how we get you up and running.

1

Discovery Call (30 min)

We learn about your project, sales process, and requirements. You see a live demo and ask questions.

What we cover: Project overview, target buyers, sales timeline, integration needs, pricing options
2

Contract & Setup ($2,500+)

Sign agreement, pay setup fee, and we'll provision your account within 24 hours.

What you receive: Login credentials, project workspace, onboarding checklist, dedicated support contact
3

Brand & Configure (Week 1)

We set up your branding, import your units, configure payment gateway, and customise workflows.

What we need from you: Logo files, brand colors, unit list (CSV/Excel), floor plans, pricing, payment details
4

Training (Week 2)

2-hour live training session for your team. We walk through every feature and answer all questions.

Topics covered: Sales gallery iPad app, buyer portal, EOI management, payments, DocuSign, reporting, admin tools
5

Preview & Test (Week 3)

Your team tests the full workflow with dummy data. We fix any issues and refine the setup.

What we test: End-to-end buyer journey, payment processing, email/SMS notifications, mobile responsiveness

Go Live! 🚀

Launch your sales campaign with confidence. We're on standby for launch day support.

Ongoing support: Email/phone support, software updates, performance monitoring, feature requests

Ready to start your journey?

Book a discovery call today

Book a Demo