First-run setup, importing existing deals, inviting your team, and configuring notifications.
Sign up at the Home3 PRO signup page. Home3 PRO runs on web and is optimised for desktop.
Brokerage, licence details, and market. These populate documents and client-facing communication.
Typical contract types and standard contingency periods for your market, so generated workflows start close to correct.
Either create one manually or import from an existing system.
Most agents arrive mid-pipeline rather than between deals. Active transactions can be added without reconstructing their full history.
Enter the property, parties, contract date, and current stage. Remaining milestones are generated from that point forward rather than retroactively.
Where a structured export exists from your current system, transactions can be imported as a set.
Imported transactions generate forward-looking milestones only. Deadlines already passed are not reconstructed - review each imported deal to confirm the timeline reflects reality.
Team members are invited by email and join with a role that determines what they can see and change.
Full access to their own transactions; visibility of the shared pipeline where enabled.
Access to assigned transactions for managing deadlines, documents, and communication.
Workspace settings, team management, and access to all transactions.
Roles can be changed later. Removing a member revokes access without deleting the transactions they worked on.
Home3 PRO generates a lot of reminders by design. Tuning them early prevents alert fatigue from setting in.
Which milestone types notify you, how far ahead reminders fire, whether they arrive by email or in-app, and which transactions you want to follow when working in a team.
Milestones approaching or past their due date can escalate - notifying an admin or coordinator in addition to the assigned agent.
Recurring communication and document sets can be saved as templates during setup, so the first transaction is not also a template-building exercise. Templates can be edited as your process settles.
Understand how deal workflows and milestone tracking operate.