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Quickstart

Quickstart: launch your branded property analyzer

Walk through the current setup flow: open the dashboard, complete your agent card, configure both property analyzers, choose your QR asset destination, create a scenario, and follow up.

Product Setup7 min read

1. Start from your Dashboard

After sign-in, the dashboard is the center of the workspace. It shows scenario count, lead count, agent card completion, subscription status, and the scenario and lead tables you will use for follow-up.

If the workspace still needs activation, the dashboard shows subscription options first. Once access is active, the same page becomes the working home for your property analyzer activity.

Start from the dashboard to see scenarios, leads, profile completion, and your subscription status.

2. Update your Account page

Set the identity and contact details sellers will see on public pages. The Account page now focuses on agent card details: name, company, role or tagline, license number, contact email, phone, website, and photo URL.

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 why the property analyzer is being presented by you.

  • Confirm the compact and horizontal agent card previews.
  • Enter the contact information you want used for public contact actions and report follow-up.
  • Use the Property Analyzers page, not Account, for page copy, address requirements, optional sections, and defaults.
Your account profile controls how sellers see you on property analyzer and scenario pages.

3. Configure CRE and Residential

Use Property Analyzers to configure the public page copy, button text, address requirement, optional sections, and default assumptions for CRE and Residential separately.

The preview frame reflects unsaved copy, toggle, address, and default-assumption changes before you save. The live public links still open the saved version.

Property Analyzers is where CRE and Residential page copy, optional sections, address behavior, defaults, and live previews are configured.

4. Choose your Assets destination

The Assets page is where you copy public links, copy QR codes, and download advertising creative. Choose whether new downloads should open your NetMore CRE Property Analyzer or NetMore Residential Property Analyzer.

Each property analyzer keeps its own stable link, so settings can change later without changing the link you already shared.

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

5. Create a scenario

Open both property analyzers before you share them. Review the entry page, the Property Details section, the address behavior, the preview block, and the full breakdown so you know what a seller or owner will see.

A scenario is saved when someone runs through a property analyzer and opens the full breakdown. If address capture is required, selecting a verified Google address saves or updates the scenario and creates an address-submit lead before the breakdown is opened.

Review the public property analyzer entry page, including Property Details, address behavior, and the preview block, before sharing links.

6. Follow up from the dashboard

Saved residential and commercial scenarios appear together in the dashboard with filters for scenario type and lead type. Open a scenario to review the numbers, lead history, visit details, and report-send options.

The strongest follow-up points to the specific tradeoff the seller cares about: cash upfront, payment timing, total projected return, address context, or risk review.

Saved scenarios and leads appear in the dashboard so you can follow up with context.

Recommended first pass

Confirm your Account agent card, configure both property analyzers, choose the Assets QR destination, then create one residential and one CRE test scenario before sharing links publicly.

Educational use only

NetMore provides property analyzer 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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