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Quickstart

Quickstart: launch your branded calculator

Walk through the first setup steps: complete your account, find your assets, review your calculators, post links, create a scenario, and send it to a client.

Product Setup7 min read

1. Update your Account page

Start by setting the details sellers will see. Your public profile, contact settings, and calculator defaults help NetMore feel like your calculator instead of a generic tool.

You do not need to fill out every optional field. Add the details that help sellers recognize you, know how to reach you, and understand the starting assumptions behind new calculations.

  • Confirm your public profile details and agent card preview.
  • Enter the contact information you want used for report follow-up.
  • Review residential and commercial calculator defaults.
  • Choose whether each calculator should require an address or show intro sections.
Your account profile controls how sellers see you on calculator and scenario pages.

2. Find your Assets page

The Assets page is where you get your public calculator links, QR codes, and downloadable advertising assets. This is also where you choose which calculator the downloadable assets should point to.

Residential and commercial calculators each keep their own stable link, so you can adjust settings later without changing the link you already shared.

The Assets page gives you stable calculator links, QR codes, and downloadable marketing assets.

3. Get familiar with your calculators

Open both calculators before you share them. Review the entry page, the calculator fields, and the full breakdown so you know what a seller or property owner will see.

Use the residential calculator for home sale conversations and the commercial calculator for commercial seller-carry conversations involving sale price, NOI, cap rate context, and buyer down payment.

4. Post your links and assets

Once your profile and calculator settings feel right, copy your calculator links or download assets from the Assets page. You can use them in email signatures, direct mail, social posts, listing presentations, open house materials, and follow-up messages.

If you are using QR assets, confirm the correct calculator is selected before downloading the asset.

5. Create a scenario

A scenario is created when someone runs through a calculator flow and opens the full breakdown. Scenarios are saved by calculator type, so residential and commercial activity can appear together in the dashboard while keeping their specific details.

You can also create scenarios as part of your own follow-up workflow when you want to send a seller a specific set of numbers.

Start from the dashboard to see scenarios, leads, profile completion, and your subscription status.
Saved scenarios and leads appear in the dashboard so you can follow up with context.

6. Send a scenario to a client

Open a saved scenario from your dashboard, review the numbers, and use the scenario page as the follow-up context. The strongest message points to the specific tradeoff the seller cares about: cash upfront, payment timing, total projected return, or risk review.

NetMore helps you show the comparison clearly, but the terms should still be reviewed by the appropriate legal, tax, lending, title, and transaction professionals before anyone relies on them.

Recommended first pass

Set up your Account page, open both calculators, choose the asset destination, then create one test scenario so you understand what sellers will see before you share links publicly.

Educational use only

NetMore provides calculator scenarios and educational resources. It does not provide legal, tax, financial, lending, securities, or real estate advice. Deal terms should be reviewed with qualified professionals before they are used in a transaction.

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