Client Onboarding Flow

What buyers do after accepting the invite.

Install & Onboard

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What Happens After You Send an Invite

Once your client receives your invite, they move through a series of steps. You’ll see each milestone reflected in their invite status.

  1. Invite sent → The client gets your email.
  2. Invite opened → They view your invite message.
  3. Link clicked → They head to the Chrome Web Store.
  4. Extension downloaded → The HomeHunter extension is installed in their browser.
  5. Contact verified → The client registers, accepts the privacy policy, and is now fully linked to you.

Why This Flow Matters

  • Each step gives you visibility into client engagement.
  • The key milestone is Contact verified — that’s when data sharing begins.
  • Until verification, browsing history and favorites won’t appear in your dashboard.

How You Can Support Clients

  • Follow up if they’ve opened the invite but not installed.
  • Remind them to complete registration after downloading the extension.
  • Reassure them that HomeHunter doesn’t change their browsing — it simply keeps you in sync.

Agent Tip

👉 Use the sidebar panel in the Contacts list to track real-time onboarding status and step in if a client stalls mid-flow.


Takeaways:

  • Clients progress through a visible, step-by-step onboarding flow.
  • Contact verified is the finish line — it unlocks client data for you.
  • Agents can smooth the process with timely follow-ups.