Getting started

Welcome to the Dream Team platform

What the platform does, who it's for, and how to find your way around.

The Dream Team platform is your marketing and pipeline hub. You build single-property pages for the homes you're financing, capture the buyers who reach out, keep your realtor partners organized, and track every lead from first call to closing. Every page you publish carries your licensed identity and sends inquiries straight to you.

This help center covers everything in the dashboard, in plain language. Use the search box at the top of any page to jump straight to an answer, or browse by topic in the sidebar.

What you can do here

Build and publish a property page in minutes — with photos, a payment calculator, and a contact form.
Design your own public loan-officer page with a drag-and-drop builder.
Keep every realtor you work with in one contact book you can call, text, or email in a click.
Run your whole pipeline in the Lead Tracker — import your existing spreadsheet and work leads on a board.
See views, engagement, and inquiries for every listing, and get a summary you can send your realtor.

Finding your way around

The top navigation has five spots: Overview (your home screen), Listings, Lead Tracker, Realtors, and — for team admins — Admin. Your account menu is the headshot (or your initials) in the top-right corner; it holds your profile, your public page, this help center, security settings, and the light/dark appearance toggle.

Before you can publish a listing, your profile needs a headshot and an NMLS ID (plus your name, email, and phone). The profile page shows a completeness meter so you always know what's left.

The first time you sign in with a temporary password, you'll be asked to set a new one before you can go any further. That's expected — see “Password and security.”