Linking a Client to You

How clients confirm and connect with you.

Install & Onboard

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Why Linking Matters

Linking ensures that a client’s browsing history, favorites, and reports flow directly into your dashboard. Until a client is fully linked, you won’t have access to their data.


How Clients Get Linked

There are two main ways:

  1. Direct Invite
    • You send a personalized invite through the dashboard.
    • Once the client installs the extension and registers, they are automatically linked to you.
  2. Invite Link
    • You can generate a reusable invite link (e.g., for your email footer, text messages, or marketing).
    • Anyone who installs from this link will be linked directly to you after registration.

The Agent Round Robin

  • If a new user installs HomeHunter without an invite, they are placed in the round robin system.
  • HomeHunter suggests agents in their local region (based on the agent’s selected location in settings).
  • This creates an additional stream of organic leads that agents can capture even without sending invites.

(More details about round robin settings are covered in a separate guide.)


Troubleshooting Linking

Sometimes clients may install but not link correctly. Common causes:

  • They installed from the Chrome Store directly instead of using your invite.
  • They downloaded the extension but did not finish registration.
  • They accepted another agent’s invite more recently (last invite wins).

Fix: Resend your invite or share your invite link again — once they re-register through it, they’ll be linked back to you.


Agent Tip

👉 Always remind clients that registration is the final step — it’s what unlocks their data for you. Pair that with using your invite link in your signature to capture more passive installs.


Takeaways:

  • Clients can link via direct invites or a reusable invite link.
  • Users who download without an invite get matched through the agent round robin.
  • Registration is the key step that confirms the link.
  • Resending your invite or invite link can resolve most linking issues.