What you need before you start
Having these ready will make setup fast.
- Your selected plan, account credentials, and verified email address
- The active listing you want to find by address or MLS ID
- A quick review of the current MLS facts buyers are likely to ask about
- A mobile phone to scan the QR and verify your setup.
1. Confirm account access
- Choose Free, Solo Agent, or Builder / Team / Broker from the plans page.
- Create your account and verify your email before returning to the concierge workspace.
- For a paid plan, complete checkout after verification. Free accounts can continue directly to their first listing.
2. Prepare your listing information
Your buyer experience is only as accurate as the current listing information behind it.
- Confirm the active property address or MLS ID before importing.
- Review the current MLS details buyers typically ask about: price, beds/baths, features, parking, utilities, showing information, and HOA details when available.
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Use the MLS-connected listing as the normal source of truth. Paid plans can also organize
buyer-ready documents when you need to share listing PDFs.
- Legacy PDF-based listings remain supported, but they are not the standard new-listing workflow.
Pro Tip: Use the same intake checklist for every new listing for consistency.
3. Create a QR + Host
- Step 1: In the concierge workspace, search for the active listing by address or MLS ID.
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Step 2: Select the correct MLS listing and create its buyer experience.
- When the QR code is created, verify the property address and listing details before sharing it.
- Free includes one active listing; choose a paid plan when you need more room or paid tools.
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Step 3: Test browser buyer chat with a few facts from the current MLS listing.
- "Tell me a little about the property?"
- "How many bedrooms?"
- "What is the price?"
Confirm the responses reflect the current listing details.
- Step 4: Using a mobile phone, scan the QR and send the prefilled SMS. Confirm the first response identifies the correct listing and includes the required consent and opt-out language.
- Step 5: Open message logs and confirm the test conversation appears under the correct listing.
Pro Tip: Keep the MLS ID handy. It makes future listing refreshes quick while preserving the same QR code.
4. Launch checklist
Use this checklist before placing the QR code on a sign, flyer, or open house table.
- Listing details are current. When they change, refresh the MLS-connected listing without replacing the QR code.
- QR code tested on mobile
- Your next-step owner or external follow-up process is clear
- First SMS response identifies the listing and displays the current consent and opt-out language.