Inspection Support

This article shows you how to apply filters to the Client and Agent screens

Client, Agent, Unscheduled Order Grids - Set Filters

This article cover's having multiple phone numbers for ISN contacts

Multiple Phone Numbers for Clients, Agents, and Contacts

This article covers the Agent's First Inspection Banner feature of ISN.

Agent's First Inspection Banner

Contacts Photos

This article covers the new Agent Acquire feature in ISN Mobile

Agent Acquire - Mobile Feature

AgentHub for Real Estate Professionals

Sydney Honda

Diego Ceja

Clients, Agents and Contacts Features

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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