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Active clients
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Not yet activated
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Floor Duty tokens
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Expiring · 60d
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Your clients
Client & address
Purchase price
Time owned
Next touchpoint
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Alerts & opportunities
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Property
✓
Documents
3
Personalize
4
Send
Step 1 of 4
Property & homeowners
Property details and who we're setting this up for.
Displayed in the homeowner app header
Homeowners
Used to send the homeowner invite and monthly reports
Step 2 of 4
Documents & appliances
Upload inspection reports or add appliances manually. AI reads PDFs so you don't have to type anything.
Upload inspection report PDF
Click to select your PDF · Claude AI reads and extracts all systems
Or add home systems manually
Furnace
Water heater
AC unit
Elec. panel
Well / septic
Roof
Step 3 of 4
Personalize it
60 seconds of personal touch makes a huge difference when your client opens the app for the first time.
Personalizing for: your client
Appears on your client's first screen · Keep it warm and personal
Home photo
🏡
Upload a photo of the home
Appears as the hero background and client card avatar · JPG or PNG
Preview — how this appears to your client
Welcome message · MNTL homeowner app
JW
James Whitfield
Whitfield & Associates Realty · Your agent
Step 4 of 4
Review & send
Everything looks good. Your client will get a personalized link to their MNTL home app.
Property details entered
Homeowner details entered
Welcome message written
Inspection report uploaded
optional
How do you want to send the invite?
Save first, then choose how to deliver it. You can always send it later from the client detail panel.
Your client roster lives here. Click a client row to view their full profile.
Client & address
Purchase price
Time owned
Next touchpoint
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Overview
Documents
Systems
Notes
Property details
Address
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Closing date
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Purchase price
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Client contact
Client name
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Email
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Phone
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Last contacted
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MNTL status
Profile status
Draft
Invite sent
Not yet
Systems logged
0
Documents
0
Membership expires
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Membership status
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Upcoming milestones
No closing date on file.
Documents on file
+ Add a document
Home systems & appliances
Upload inspection report PDF
Claude reads it and extracts all systems, appliances, and flagged items automatically. Re-upload anytime to refresh.
Upload PDF
No systems logged yet.
Agent notes
Follow-up reminders
Check in after move-in week
Apr 25, 2026
1-year homeiversary outreach
Apr 18, 2027
Your status
Floor Duty tokens
0
$10 each · no expiry
Pool status
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Active in lead pool
You will be entered into the lottery when homeowners request an agent. Going away? Turn this off so leads go to someone who can respond.
Add tokens
Each token is one entry into the pool. More tokens = higher odds. You are never charged until a lead is matched to you and you choose to reveal the contact info.
= $50
How Floor Duty works
Like working the phones — without the office.
1.When a MNTL homeowner without an agent requests a realtor, our system runs a weighted lottery across all active Floor Duty agents. More tokens = better odds.
2.The winning agent receives a preview: the homeowner's region and a short description of what they need. No contact info yet.
3.Spend 1 token to reveal their full name, email, and phone number. You have 24 hours before the match is reassigned.
4.The homeowner is told only one agent will contact them. No spam. They may not be in your market — but a warm referral to a local agent earns you a 25% fee for a 5-minute call.
Your photo
This is the photo your clients see in their app — next to your name, in every message card, everywhere.
Upload your headshot
JPG or PNG · Square crop works best · Min 200×200px
Your messages to clients
These appear in your clients' app wherever MNTL shows your voice. Defaults work great — customize to sound like you.
Shown on the homeowner's Selling tab · Appears in quotes
Shown at the bottom of the Projects tab
First thing homeowners see when they open the app
Notifications
Email alerts
Floor Duty leads and client pings sent to your email address above
Preview — how you appear to homeowners
JW
James Whitfield
Whitfield & Associates Realty · Your agent
★
Your pros appear in every client's app automatically. Update here and it updates everywhere.
Your trusted contractor list — pre-loaded for every client. Set it up once and your clients will always know who to call.
Up to 3 per category.
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Send a note
Draft a message to your client
Email
Text
Call script