Work through the six-step welcome tour that opens on your first login: your profile, your listings feed, your team, a look at the tools and a launch checklist.
The first time you log in, a short welcome tour opens over your dashboard. It has six steps and gathers the few things The NLS needs from you to be useful on day one: how you appear to other agents, where your listings come from and who is on your team.
You can leave the tour and come back at any time. Anything you leave undone appears later in the Next best action card on your dashboard, so nothing is lost by skipping.
Before you start
- Your company logo as an image file, if you have one to hand.
- The address of your listings feed from your CRM or feed provider, if your listings already live somewhere else.
- The names and email addresses of colleagues you want to invite.
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Move through the tour
Click Continuar to move to the next step and Volver to return to the previous one. If you would rather do it later, click Skip in the top corner.
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Set up your professional presence
Step two is how other agents and clients see you across the network. Check your first and last name, add your company, and write a sentence or two about your specialism.
Add your company logo with Choose a file. The network card on the right updates as you type, so you can see the result before you commit. Click Save my profile.
Note A fuller profile, with photo, areas, languages and contract details, is set up later in Mi perfil. See Set up your profile and agency details.
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Send us your listings
Step three, Send us what's yours, brings your listings in. If you already have listings on The NLS you will see them counted here.
To connect a feed, choose who provides your listings feed, paste the feed address and click Send to my NLS team. Keep it to the properties you hold directly.
Note You can also connect or change a feed later under Feeds de entrada. The XML feeds group of this help centre has a guide per provider.
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Say how you work
Step four asks whether you work alone or with a team. Choose Invite my team to add colleagues, or I work on my own.
If you invite your team, add each person's name and email address and click Send invitations. They are invited straight away and appear on your Mi equipo page as invited.
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Take a quick look at the tools
Step five introduces the main tools: AI Search, Wants, NLS Private, the CRM, Transactions and Open Houses. Each has its own tutorial and guide in this help centre, so there is nothing to do here but read.
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Check your launch checklist
The last step shows how much of your account is ready. The six items are your agency details, company logo, bio, inviting your team, your listing feed and your first listing. Each one ticks itself off when it is done.
Click Go to your dashboard. Anything still open shows up in the Next best action card, which walks you to the right page when you are ready.
Conviene saber
- Skipping costs nothing. The checklist items reappear as next best actions, and you can open Mi perfil, Equipo y Feeds de entrada directly at any time.
- Only your own stock. When you connect a feed, send the properties you hold directly rather than a whole shared portfolio.
- Invited colleagues get an email from you with an Accept invitation button. Invitations last seven days and can be resent from Mi equipo.
Questions about this
What is the welcome tour, and can I skip it?
The first time you log in, a six-step tour opens over your dashboard to help you finish setting up. Click Continue or Back to move through it, or Skip if you'd rather do it later. The last step is a launch checklist (agency details, company logo, bio, inviting your team, your listing feed and your first listing), and each item ticks itself off when it's done.
Watch how · 0:09 in the tutorial Welcome: finish setting up03 · Welcome: finish setting upRead the guide: Create your NLS accountRead the guide: Finish setting up with the welcome tourCopy link
How do I bring my existing listings in when I join?
In step three of the welcome tour, Send us what's yours, choose who provides your listings feed, paste the feed address, and click Send to my NLS team. Keep it to the properties you hold directly. You can also add an XML feed later in Inbound Feeds.
Watch how · 0:57 in the tutorial Welcome: finish setting up03 · Welcome: finish setting upRead the guide: Finish setting up with the welcome tourCopy link
What is the Next best action card?
It sits at the top of your dashboard's right-hand rail and picks the one thing most worth doing now. Clients waiting on you come first, and offers to review and signatures that need attention jump to the top; then work in progress, setup basics and opportunities. Click the suggestion to go straight there, use Next and Back, or click the cross to set one aside for the session. For a fuller list, scroll down to Guided tasks.
Watch how · 0:08 in the tutorial Next best actions10 · Next best actionsRead the guide: Finish setting up with the welcome tourRead the guide: Work through your next best actionsCopy link