Help Center/Onboarding
Onboarding

Getting Started

Create your account, understand the seven subscription tiers, and set up the first workflow that makes PropertyGenome useful on day one.

6 min read
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Section 01

What changed recently

The subscription ladder gained a new $299/month Brokerage Plus tier for 10-25 agent shops outgrowing the Brokerage tier's 5-seat ceiling. The Agent tier also unbundled drip campaigns and the Twilio click-to-call Dialer (previously Brokerage-tier only) so $29/month Agent users get the real outreach toolkit that competing agent CRMs include at this price point.

Free is no longer surfaced as a selectable plan on /pricing, /billing, or /signup. The Free entity still exists for deep links and legacy users, but new signups choose between Homeowner ($0), Agent ($29), Plus ($49), Pro ($129), Brokerage ($129), Brokerage Plus ($299), and Enterprise (custom).

The Genome Score PDF flow uses the newer AIML-capable report path. Subscription gating is more explicit around saved searches and alerts. The AI surface is three separate tools: Genome AI (the deep agent), the general chatbot, and Voice AI (on every call).

Section 02

Understand the seven subscription tiers

  • Homeowner ($0): homeowner dashboard and monitoring focus with 10 Voice AI queries/day and 20 chatbot messages/day.
  • Agent ($29): 25 tracked properties, branded CMA workflows, drip campaigns + Twilio Dialer + AI dialer scripts (newly unbundled), outreach dashboard, 20 Voice AI queries/day, 50 chatbot messages/day.
  • Plus ($49): full analyzer access, AI Score Analysis, AI Dashboard Insights, Natural Language Search, 30 Voice AI queries/day, 100 chatbot messages/day.
  • Pro ($129): alerts, saved-search automation, full score breakdown, unlimited Voice AI/chatbot usage, 3 team seats, the full AI Intelligence suite (Permit Interpreter, Market Signal Predictor, Underwriting Copilot).
  • Brokerage ($129): for 2-10 agent shops — white-label custom domain, branded CMA Report Builder, Brokerage Admin panel with 5 agent seats, Multi-Channel Campaign Launcher (email + SMS + direct mail), Showings scheduler with cross-seat conflict detection, 1,000 tracked properties, 500 skip traces/month.
  • Brokerage Plus ($299): for 10-25 agent shops outgrowing the Brokerage tier — 25 agent seats, 5,000 tracked properties, 2,000 skip traces/month, 1,000 List Builder searches, faster 5-day portfolio rescore, webhook automation (250/day). Same white-label CMA and Brokerage Admin as Brokerage.
  • Enterprise ($399+): raw export, custom weights, API and partner workflows, larger shared-team rollout support.
Section 03

Recommended first-week setup

  1. Create your account and confirm you can sign in.
  2. Open Pricing and note your current plan's limits for reports, saved searches, and AI usage.
  3. Run one address through Analyzer.
  4. Save the result into Dashboard.
  5. Move one promising property into Deal Tracker.
  6. Try one discovery tool and one AI workflow that match your plan.
Section 04

Good starting page by use case

  • If you already have one address, start with Analyzer.
  • If you want opportunity discovery first, start with Investment Map or Undervalued Homes.
  • If you want guided reasoning or multi-step help, start with Genome AI or Voice AI.
  • If you are a homeowner, start with your home dashboard and reminders.