Frequent Questions

Homeowners

How hard is it to set up and onboard clients?

All you have to do is invite your homeowners using the “Invite Homeowner” button in the platform or by sharing your custom landing page. We’ll handle the rest by onboarding them with a series of emails that explain the hub and its value. 

If you’re using a powered by Live inHere implementation for your team or brokerage, you can bulk-invite homeowners, or automate the process by connecting to your existing tech stack. Talk to your account manager for more details.

Can I invite clients without having their home address?

Yes. Clients can enter their own address during the onboarding process.

You can also use our contact-property matching service, which suggests properties based on your contacts’ names, email addresses, or phone numbers. When you import contacts, we’ll automatically suggest matching properties and you can confirm or dismiss our recommendations. The service is available for over 100m homes in the United States.

Is my client's data safe?

Yes. No matter who you work for, your contacts belong to you and are never shared. When you onboard your contacts into homeowner hubs, those hubs are governed by the organization under which they were created (e.g., your company, team, etc). If you ever leave your organization, your contacts are not shared.

What happens to my clients’ hubs if I stop using Live inHere?

Your clients will still have access to their hub, but your branding will be removed. You’ll no longer see engagement activity or stay visible to them over time.

What exactly does the homeowner hub include?

Clients can:

  1. Track property value, equity, and taxes

  2. Store home docs and receipts

  3. Manage home maintenance and repairs

  4. View your recommended service providers

  5. View your branding every time they log in

  6. Access thousands of resources to help them manage and improve their home

  7. Find an easy link to your website to search properties

  8. Download information on the appliances & systems under their roof

  9. See your branding each time they log in

What’s the main value proposition I should communicate to clients?

“This is your personalized, home management portal — and I'm gifting it to you.”
It’s an all-in-one hub, branded to you, helping them track equity, store important info, and connect with trusted vendors.

Pricing

How do I update my billing information or payment method?

You can update your billing details or payment method anytime by emailing the Support team.

Do my clients pay for their hub?

No, it’s completely free to your clients.

What happens to my data if I cancel my subscription?

If you choose not to renew your subscription, your account will move to limited access. Your homeowners will still have access to their hub, and it will remain branded to you inside the platform, but your branding will be removed from marketing touchpoints, and you’ll lose visibility into homeowner activity, property insights, and opportunity data.

Your data remains secure while on limited access, and we will never reassign your clients’ hubs to another agent. If you decide to renew in the future, your full access will be restored immediately.

Platform

Is there a mobile app?

No, but the web platform is mobile responsive and our data shows that 80% of our users do enter the platform from mobile.

Can consumers remove someone from their hub?

Yes. Homeowners have full control and can choose who’s connected to their hub at any time.

Can I brand Live inHere with my name and contact info?

Yes. Your name, photo, and contact details appear in each client’s homeowner hub. Team accounts also have the option for full white-labeling to showcase your brand even more prominently.

Can I upload documents like warranties or inspection reports?

For your homeowners’ security and privacy, only they can access and upload documents to their personal hub. This ensures their sensitive information stays in their control.

Can I send birthday cards or custom messages through the platform?

No, your homeowner touchpoints are automated and based on data triggers and homeowner activities.

Does Live inHere integrate with my CRM?

Through an integration with API Nation, Live inHere provides a simple way to import contacts from your preferred CRM.

Will this be another system I have to manage?

Once you upload contacts and invite homeowners to hubs, it runs itself. We’ll send you any direct messages or hand raises from your clients and keep you updated on the opportunities in your database as things change.

What makes Live inHere different from a CRM?

Your clients don’t login to your CRM. Live inHere is client-facing. It complements your CRM by delivering a branded homeownership experience post-close — not just marketing automation.

In addition to the client facing hubs, Live inHere gives you actionable insights, propensity scores, and property intelligence where your contacts are TODAY. This helps you focus on the right clients and anticipate homeowner needs.

Can I use Live inHere for lead generation?

Yes. You can use your own custom landing pages to invite new contacts (not just past clients) from your social media, print and digital media as well as on your own materials and open house flyers. If they claim their home and join your hub, you’ll get visibility when they interact with the platform.

Touchpoints

How many emails or touches does the platform send to my clients?

We start with up to 5 invitation emails, followed by an onboarding campaign. After that, we send 2-3 personalized, branded touchpoints per month, that focus on helping your clients manage their home, save money, and build wealth. Clients can adjust their notification settings to control how many emails they receive and what topic.

Once homeowners are onboarded, how do they get back into their hubs?

Personalized touchpoints are sent on an ongoing basis to bring homeowners back to their hubs, with you top of mind. Each message contains a deep link back to the hub.

How do the automated reminders and touchpoints work?

We send automated alerts based on key homeownership events like equity changes or maintenance needs, so you stay in front of your clients with relevant information and without lifting a finger.