Your brand, your market, and the way you work—brought together in a website and CRM that feel like your business. We’ll guide you through each checkpoint and keep the next step clear.
Use the project email you gave HouseDNA. Add your business details, upload your public brand materials, and share your approved website content. You can submit an update later using the same email.
Uploads are attached to your project record in HighLevel. Supply public brand materials only, and make sure you are authorized to use them. Do not upload passwords, identity documents, payment information, or private client records. We use this information to manage your project; this form does not enroll you in marketing email or texts. Privacy Policy.
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Gather what you already have. Your project team will confirm what is needed for your agreed scope and arrange the right way to share it.
We’ll arrange delegated access and any authorized migration separately. Please don’t email passwords, payment information, or private client lists.
Each checkpoint has a clear outcome. Timing is confirmed after the scope, materials, and outside approvals are understood.
We confirm the package, scope, setup and monthly costs, usage charges, renewal terms, decision-maker, and project priorities.
Checkpoint: You approve a written scope before the build begins.
We review your market, brand, content, domain, existing tools, lead ownership, and success goals.
Checkpoint: You know what to provide, who owns each item, and how to share it.
We prepare your dedicated HighLevel subaccount, approved domain access, calendar, email configuration, and listing-feed arrangements.
Checkpoint: Access and data permissions are documented before the relevant features are enabled.
We configure the agreed website, buyer questionnaire, profile journey, CRM pipeline, lead routing, and follow-ups.
Checkpoint: You receive a preview for review before your site is launched.
You review the desktop and mobile experience. We collect your feedback in one agreed revision list and track what is complete.
Checkpoint: The design, content, and agreed changes are approved.
We test forms, lead routing, email delivery, reply handling, consent, unsubscribe rules, and booking. We walk you through your tools.
Checkpoint: You can use the system and the launch checklist records the results.
We confirm required disclosures, authorized data, final links, analytics choices, backup, and launch approval.
Checkpoint: The approved site goes live with a rollback plan and a named support contact.
We confirm account access and support, review early lead handling, and identify any agreed improvements.
Checkpoint: You know how to get help and what your ongoing service includes.
Your dedicated CRM subaccount keeps your buyer relationships separate from HouseDNA’s agent-sales process. Lead ownership, team access, retention, and any migration are confirmed for your project.
MLS access, listing photos, AI image analysis, and derived property features depend on your provider’s written permissions and the agreed plan. A preview does not mean live listing access is active.
Reply to your onboarding email with your main project contact and preferred kickoff times. We’ll coordinate the materials and access you need.