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How do I allow agents to create a personal Haven Dashboard?

Learn how to share your Self-Serve Link so agents can create a free personal Haven Dashboard and keep it separate from their Agent Portal.

Share your Self-Serve Link with agents so they can create a free Haven Dashboard for their own home.

Share your Self-Serve Link

  1. Go to Settings in your Partner Portal.
  2. Select Automation.
  3. Scroll to the bottom of the page.
  4. Copy the Self-Serve Link.
  5. Send the link to the agent.
Before the agent signs up

The agent should use a personal email address when creating their Haven Dashboard.

They should not use the agent email already associated with their Agent Portal. Using a separate email keeps their personal Haven Dashboard separate from their Agent Portal.

Need help?

If you can't find your Self-Serve Link or need help using it, submit a request here and our team can help.