Feature update
Client notes and clearer language in your portal
Keep private notes on every client, plus two name changes that make the portal easier to explain.
Agents and builder repsFree
Add notes to any client
Open a client and click Notes to save a quick reminder, a call recap or your next step.
You can also add notes when you create a client, in the Notes field.
Notes are private to you, and you can edit them any time. How to create a client
Saved SearchesPICK HOMESNEW SEARCH
2 Favorited HomesVIEW FAVORITES MAP
LARKSPURHOMES2207 Briar GlenPine HollowConroe, TX$412,500 Under Construction4 bds · 2.5 ba · 2215 sqft
HARBOR OAKHOMESAsterStillwater RanchMontgomery, TXStarting from $449,9904 bds · 3 ba · 2480 sqftActivity
October 2026
Notes
CANCELSAVE NOTES
Agents and builder reps
Lead Gen Searches get their name
The public searches you share to find new buyers are now called Lead Gen Searches. The name says what they do: bring in new leads.
Find them under Lead Gen in the left menu. How to use Lead Gen Searches
Builder reps
Builder Portal: Buyers and Agents
Every contact you add in the Builder Portal is now labeled Buyer or Agent, so it’s clear who’s who on your list.
You still pick the type when you add a contact. Only the words changed.
Get started
See what’s new in your portal.
Free for agents, and free for reps whose builder is listed.
Builder rep? Open the Builder Portal