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Calculating…
Loading your maintenance schedule
Active clients
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In your orbit
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people have your contact info
30 days ago
Today
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App installs
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Hot leads
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Converted
Alerts firing
0
All clear
App opens · 30d
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Invite pending
Your clients
Client
Address
Closed
Home health
Status
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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
For SMS invite · At least one of email or phone required
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
MA
Marjorie Adam Team
Team Realtors · 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
Closed
Home health
Status
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Overview
Documents
Systems
Notes
Network
Property details
Address
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Closing date
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Purchase price
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Est. value
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Loan amount
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Rate / term
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Client contact
Client name
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Email
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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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Insurance
Upload homeowners policy
Declarations page · Claude extracts coverage, carrier, and renewal date
Upload PDF
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
Total network
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People reached
Direct referrals
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From this client
Hot leads
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Awaiting action
Converted
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Became clients
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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
Preview — how you appear to homeowners
MA
Marjorie Adam
Marjorie Adam Team Realtors · Your agent
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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Show data for:
Best for annual reviews & broker meetings
📊
Your performance report
One page that shows your broker exactly what MNTL does for your clients — and for your business.
Send a note
Draft a message to your client
Email
Text
Call script