Training · Real estate agents

Everything you need to win with new construction.

15 short lessons, from setting up your profile to turning every link you share into leads.

  • 30-minute sessions
  • Hands-on, in your own account

Lesson 1

What is New Home Buddy for agents?

New Home Buddy is built for selling new construction. Every home and plan comes straight from the builder, with the incentives agents need and other sites don’t show: agent commission, bonus to selling agent, builder-paid closing costs and interest rate. Share links branded to you, and everyone who signs up on them becomes your lead. The core platform is free, in five Texas markets.

Lesson 2

Create your agent account. It’s free.

Sign up for a free real estate agent account in about two minutes. You’ll need your license number.

Then the Get set up checklist walks you through five steps: claim your Personal Link, complete your profile, save your first home search, add your photo, and share your link with a client. Each step’s button takes you straight there. Close it anytime and pick up where you left off with Continue Setup at the top of Homes.

Questions or stuck? Contact us.

Lesson 3

Set your profile up for success.

Complete your profile in Settings › Profile info so your info looks right when clients browse your links:

  • Profile photo
  • Phone number
  • Brokerage
  • Your market(s): your map and your Personal Link start there
  • Your Personal Link: copy it, edit the end of the link, or download its QR code for flyers, signs and business cards

Lesson 4

The Homes page and how it works.

A tour of the Homes page and its most important features:

  • The search bar
  • Filters and sorting
  • Drawing a map boundary, and Clear Filters to start over
  • Saving a search, or handpicking homes with Pick Homes
  • Viewing home details

Lesson 6

What home and plan details look like.

The home details page in depth: photos (See All Images shows every one), location, beds, baths and garage, floor plan and virtual tour link, community information, and your contact information.

You also see the builder’s incentives: agent commission, bonus to selling agent, builder-paid closing costs and interest rate, each with a short explanation. Last Checked and Last Updated show how fresh the listing is. Your clients never see commission or bonus on the links you share.

Lesson 7

How the filters work, and what makes them unique.

Our filters help your clients find the right home or plan faster, including filters for builder incentives no other site has:

  • Location: mix any cities, ZIP codes and counties, like the MLS
  • Build Status: move-in ready inventory, or plans a builder will build
  • Builder: choose builders in your markets and see how many reps you’re connected with at each
  • Incentives: interest rate and builder-paid closing costs
  • Community: amenities (including half- and one-acre lots), tax rate, HOA and schools

Lesson 8

Create and organize your clients.

Keep your contacts in one place and build curated searches for each client that update in real time. Creating a client automatically creates a Client Search for them, and people who sign up on your links appear under New Leads. Organize clients into folders (and subfolders), and open a client to see their favorites, activity and notes.

More in the guide to clients and Client Searches.

Lesson 9

Create a Client Search or Lead Gen Search.

Create a search for a specific client (Client Search), or a Lead Gen Search to share on social media and generate new leads. Want a shortlist instead? Pick Homes lets you handpick up to 100 homes.

To edit a search, open its ⋮ menu and choose View/Edit Search, change the filters, then click Save Changes. The link stays the same. Each search shows its views, home clicks, favorites and new leads, and you get a Recent Activity email when clients browse.

Lesson 10

Handpick homes with Pick Homes.

Filters are a blunt tool. Pick Homes lets you handpick exactly the homes that make the cut, up to 100, and send them as one list.

  • On Homes, click Pick Homes, then tap homes to select them, or find one by address
  • Click View X Selected Homes to review your shortlist
  • Click Save X Homes and save it as a Client Search for one client, or a Lead Gen Search to share publicly

Your client sees only the homes you picked, branded to you, and you’re notified when they favorite or ask about one. Three to five homes feels curated; twenty feels like homework.

Lesson 11

Prospect for leads like a pro.

  • Create your Personal Link: an up-to-date list of every home and plan, branded to you
  • Create a Lead Gen Search to share a set of homes publicly and reach people you don’t know yet
  • Share an individual home link when you showcase a home on social media
  • Organize clients and leads into folders

Every link stays up to date. Visitors are asked to sign up after 90 seconds of browsing, when they save a favorite, or when they ask about a home. Each sign-up becomes your lead right away, with an email to you and a search made for them.

Lesson 12

See all your activity in one place.

The Activity tab in the left menu shows everything across your account in one feed, grouped by day: homes viewed and favorited, searches opened, forms submitted, and clicks on your Personal Link. Click any event to jump to that client, home or search.

You also get a Recent Activity email. Every 30 minutes, one email covers whatever your clients did in that window, and nothing is sent when it’s quiet.

Lesson 13

Builder Connections: your shortcut to stronger relationships.

Connect with the builder reps you like working with, and the rep becomes your contact on the homes they’re authorized to sell.

  • Only agents can start a connection, so you stay in control
  • Once connected, the rep gets an email when your clients show interest in their homes
  • Use Quick Notify on any home to reach the rep instantly
  • A rep’s Personal Link opens in your own portal, so you stay signed in. Connect from the button at the top, or the handshake icon on any home.

Your buyer only ever sees your contact info, and their contact info is never shared with builders. Find it under Builder Connections, or click Connect on a rep’s Personal Link. Full Builder Connection guide.

Lesson 14

Tell builders exactly what your buyer needs.

When filters aren’t enough, send a Buyer Needs Request and get organized responses in your Agent Portal.

  • Choose your market and the builders to notify
  • Describe your buyer’s needs: price, area, must-haves, timeline
  • Optionally draw a map outline
  • Get every builder’s response in one inbox-style view, open the homes each one sent, and close the request when you’re done

If you’re connected with a rep at a builder, your request goes straight to them. Full Buyer Needs Request guide.

Lesson 15

Never miss a builder event.

The Events calendar in your Agent Portal lists builder events in your market: grand openings, broker lunches, model home tours, realtor previews and continuing education classes. Click an event to see the details.

The same events are on our website’s Events page.

Live training

Prefer to learn with a person?

Book a free 30-minute session and leave with your Personal Link live and your first search sent.