“Thank you for your purchase! Here’s how to get started.”

Follow these quick steps to activate your Client Intake System and streamline your onboarding.

  1. Check Your Email:

    We’ve sent a welcome email with important links and information about setting up your intake stystem.

  2. Complete the Client Information Form:

    Fill out the quick form so we can customize your branded Intake system for you.

  3. Access Your Dashboard:

    Once your form is completed, you’ll receive login details to your personalized client intake dashboard within 24-48 hours.

  4. Questions?

    If you need help, contac us anytime at [shahnyl@robertspropertyg.com]

‘We’re excited to help you automate and elevate your client experience!”