Getting Started

The Forneris Hub Center is where every lead, listing, open house and closing lives. This guide walks you through it three times: a quick tour to get moving today, a map of where everything lives in the sidebar, and a daily routine for each of you.

Section 1

The quick-start tour

Twelve steps from your first login to a full day's work. Read these once and the rest of the app makes sense.

Use the email address that received the invite. The app is private, so there is no public sign-up form.

Start every day on the Dashboard

It is the home page. It answers one question: what needs me today?

Open Dashboard

Scan "Today's Business"

Six tiles give you the day at a glance: New Leads (Real Geeks and CINC), Active Buyers, Active Sellers, Pending Contracts, Closed This Month, Upcoming Open Houses.

Work "My Daily Focus" and "Follow Ups"

Tasks due today or overdue appear on the left, upcoming follow-ups on the right. Ticking one off always happens in Tasks — click any row to open it.

Open Tasks

Clear the red "Attention Needed" row

Each red tile is a clickable shortcut to the exact place that needs work — new leads, overdue follow-ups, sellers awaiting feedback, contracts missing documents, open house approvals.

Add or find a listing

Listings → Properties holds every address. The "New Listing" button sits in the top-right corner of the Dashboard too.

Open Properties

Work a lead from first touch to closing

Lead Center → All Leads lists every lead. Click a name to open the full record: contact details, activity history, follow-ups, notes and the assigned agent.

Open All Leads

Run an open house end to end

Open Houses → Schedule or All Open Houses to plan it, Visitor Registration on the day, then Feedback to read what visitors said and send it to the seller.

Open Open Houses

Plan and post the marketing

Marketing → Marketing Hub is the board for every post, email, flyer and video, moving from idea to published.

Open Marketing Hub

Watch the paperwork and the dates

Transactions → Dotloop Sync and Transaction Calendar hold contracts, milestones and closing dates in one timeline.

Open Transactions

See what the system sent

Lead Center → Email History shows every automated email, who it went to, and whether it was delivered or bounced, in plain English.

Open Email History

Give sellers and clients their own view

Sellers → Seller Portal and Seller Login Portal are the seller-facing pages. Client Portal is the same idea for buyers.

Open Client Portal

Section 2

Where everything lives

The sidebar is the map. It is organised in the same order a deal moves: leads, then buyers and sellers, then listings, open houses, marketing, transactions and finally the numbers.

Dashboard

The landing page and the best five-minute read of the business.

Today's Business tiles, My Daily Focus and Follow Ups
🚨 Attention Needed links straight to the page that needs work
💰 Business Snapshot: pending commission (est. 3%), closed this month, active listings, active clients
Lead Sources chart, 🔥 Hot Leads, Upcoming Events (open houses, closings, listing appointments)
Social Media Analytics, Team Calendar, and Active Tasks & Projects

Dashboard

Lead Center

Every lead, and every message the system sent them.

All Leads — leads from Real Geeks, CINC, Facebook and the website land here automatically
Open a lead for contact details, activity history, follow-up tasks and saved property searches
Email History — delivery status of every automated email, with the failure reason when one bounces

All Leads Email History

Buyers

From first inquiry to closing day for anyone buying.

Buyer Leads and Saved Searches — who they are and what they are watching
Active Buyers — clients currently working with us
Showings — every showing request and its status
Buyer guide and ShowPro pages open in a new tab for clients

Buyer Leads Showings Clients

Sellers

Everything the homeowner sees, plus how their listing is performing.

Seller Leads and Active Sellers/Clients
Seller Welcome Page — what a new seller reads first
Seller Portal — the seller's own view of photos, brochures, analytics and messages
Seller Login Portal — seller status, marketing, feedback and documents in one dashboard
Listing Views Manager — pull in view counts; Listing Performance and Follow-Up Scheduler sit here too

Seller Login Portal Seller Portal Listing Views Manager Follow-Up Scheduler

Listings

The properties themselves — the source of truth for every address.

Properties — photos, price, seller and agent contacts, documents, key numbers
Active Listings, Pending and Sold filter the same list by status
Map View — the listings on a map
Marketing Activity — the social posts tied to listings
Listing Presentation opens the client-facing presentation in a new tab

Properties Map View Marketing Activity

Open Houses

Plan it, staff it, collect the feedback, report it back to the seller.

All Open Houses and Schedule — plan dates and times
Approvals — requests waiting on a yes or no
My Open Houses — the associate-facing mobile view on the day
Visitor Registration — the sign-in page visitors use on a tablet or their phone
Feedback and Results — what visitors said, and how the open house did

All Open Houses Approvals Calendar Feedback Visitor Registration

Marketing

Everything that goes out publicly, and how it performed.

Marketing Hub — the board where each item moves idea → draft → active → published
Listing Workflows — the checklist for launching a new listing
Branding & Content — logos, templates and brand assets in one place
Social Media Hub (Campaigns) — write and schedule posts, one caption per platform
Email Campaigns and Newsletter; Social Feed holds the videos
Analytics and Real Grader — reach and profile performance

Marketing Hub Listing Workflows Branding & Content Campaigns Email Campaigns Social Feed

Transactions

Under contract through to the closing table.

Dotloop Sync — transactions pulled in from Dotloop
Transaction Calendar — contract dates, milestones and closings side by side
Tasks — every to-do, with priority, due date and owner
Pending Contracts, Closings and Documents filter the listing list
Commission Tracking lives under Reports

Dotloop Sync Transaction Calendar Tasks

Reports

The numbers, for a Monday review or a client conversation.

Reports & Analytics — listings, leads and conversion at a glance
Performance Reports — listing performance written up for sellers
Lead Source ROI, Agent Scorecards, Conversion Rates, Listing Performance

Reports & Analytics Performance Reports

Team

Internal communication and the agent roster.

Team Chat — direct messages between the team
Agents — the roster used when assigning leads and open houses

Team Chat Agents

Client Portal & Referral Engine

The client-facing side, and the relationships that keep sending referrals.

Client Portal — what a client sees when they log in
Referral Engine — referral contacts, touchpoints, weekly goals and Google reviews

Client Portal Referral Engine

Settings

The two places you go when the automation needs a look.

Follow-Up Scheduler — the drip sequences sent to new leads and visitors
Email Log — the record of every email the system sent, with its status

Follow-Up Scheduler Email Log

Outside the app

These sidebar links open in a new tab — they are separate pages, not screens inside the Hub Center.

Forneris App — the client-facing portal site
Michelle's V Card and V Card Admin
Seller Welcome Page, Seller Portal, Buyers Guide and ShowPro pages
Listing Presentation on the group website
Relocation Hub shortcuts (Discovery Weekend, Cape Coral Passport, Dock to Dine, Community Guides) currently open the Dashboard — they have no pages of their own yet

Section 3

A daily routine for each of you

The same app, two different mornings. Follow your column top to bottom and the day is covered.

Chris's Daily Routine

Operations and pipeline: leads in, paperwork right, nothing overdue.

Open the Dashboard and read Today's Business

Note new leads, pending contracts and closings first.

Open Dashboard

Clear the 🚨 Attention Needed row

Work the red tiles until the page is clean — leads, overdue follow-ups, missing contract documents, open house approvals.

Work the new leads

Lead Center → All Leads. Set the assigned agent and urgency on anything that just arrived.

Open All Leads

Check the pipeline and the calendar

Transactions → Dotloop Sync for anything missing dates or documents, then Transaction Calendar for this week's milestones.

Open Transaction Calendar

Confirm the system emails went out

Lead Center → Email History. Failed ones show the reason, so they can be resent or followed up by hand.

Open Email History

Once a week: review the numbers

Reports → Performance Reports and Lead Source ROI, then Agent Scorecards.

Open Reports & Analytics

Michelle's Daily Routine

Sellers, listings and marketing: every listing sharp, every seller informed.

Start with My Daily Focus and Follow Ups

These are your own tasks for today, plus anything overdue.

Open Tasks

Call the hottest leads

🔥 Hot Leads on the Dashboard, newest and most urgent first.

Open Dashboard

Run the open houses

Open Houses → All Open Houses and Schedule. After each one, read Feedback and send the seller their report.

Open Feedback

Update every active listing

Listings → Properties: price, photos, documents and marketing materials in one place.

Open Properties

Keep sellers current

Sellers → Seller Login Portal for status and views, and Seller Portal for the photos, brochures and analytics the seller sees.

Open Seller Login Portal

Move the marketing forward

Marketing → Marketing Hub to push items to published, Campaigns to write the posts, Social Feed for video.

Open Marketing Hub

Log the relationships

Referral Engine — touchpoints, gifts and Google reviews, so no one is forgotten.

Open Referral Engine

Still stuck on something?

Everything in this guide is reachable from the sidebar at the top of this page — if you cannot find a screen, start from Getting Started in the menu and work down from there.