AgentDash

Network Academy FAQs

Welcome to AgentDash

Team

Britney LaRoche

AgentDash User Guide

Search for "AgentDash For Real Estate" in the App Store to download the AgentDash app to your Apple device

Download the AgentDash App for iPhone or iPad

If you don't have an Apple device you can download AgentDash to your Android home screen as a Progressive Web App

Download the AgentDash App for Android

Getting Started

A guide to Live Transfer referrals and joining a call with a client in real time

Maximizing Success with Live Transfer Referrals

Referral  Claiming

See where your client is in the loan process to better serve them on their home buying journey!

Client Loan Tracker

Connect your Follow Up Boss account to AgentDash to automatically sync RSSN-referred clients and keep your Follow Up Boss stages aligned with AgentDash milestones.

How to Connect Follow Up Boss and Configure Stage Mapping

Follow Up Boss Integration FAQs

Feature Updates

Online Privacy Notice

Terms & Conditions

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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