Help & Support
Email support@theelevateagent.com or use the chat bubble in the bottom-right of the dashboard. For password help, use the "Forgot password" link on the sign-in screen.
Signing in
Use the email your account was created with and your password. If it's your first time, check your invite email for a setup link. Forgot your password? Click Forgot password on the sign-in screen to get a reset email.
Getting started
Dashboard
Your home base — team goals, upcoming events, announcements, and your team's listings at a glance.
Listings
Browse the full MLS map and list. Click any listing for full details, photos, and a property report.
Contacts
Your CRM — leads, clients, notes, tasks, and saved-search alerts. Connect Follow Up Boss in Settings to sync.
Transactions
Submit and manage deals with document checklists, then track them through to closing.
Marketing Center
Build branded flyers, social posts, and email campaigns in the Design Center, or send polished templates in a couple of clicks.
My Website
Your personal agent site — pick a subdomain or connect your own custom domain.
Connecting your tools
Go to Settings → Integrations to connect Follow Up Boss (lead + activity sync), Microsoft Outlook/365 (email campaigns), and other services. To publish to social media, connect your Facebook Page and Instagram business account in Marketing Center → Social Media Studio → Channels. If leads or activity stop syncing after you change an API key, just re-connect with the new key — it re-registers everything and backfills what was missed.
Frequently asked
Re-connect in Settings → Integrations → Follow Up Boss with a current API key. That re-registers the webhook and backfills missed leads + activity.
Use a high-resolution photo (real MLS listing photos work best). Low-res stock images can look soft when scaled up to full size.
In My Website, enter your domain and click Connect, then add the single DNS record shown at your registrar. Your secure certificate is issued automatically a few minutes later.
Announcements and events can be targeted to everyone, NJ-only, PA-only, or staff. Your contacts and transactions are private to you (managers/admins can see team back-office views).
Disconnect any social account in Marketing Center → Social Media Studio → Channels → Remove. To delete all data we hold for you, see the Data Deletion page or email support@theelevateagent.com.