Setup
Join the Fondaro Network in three short steps (your logo, your first home, your photo), then set up calling, email, leads and your team once your plan starts.
Your agency is on the Fondaro Network from the moment you sign up, free. Setup walks you through the few things only you can give Fondaro, one step at a time: first the steps that put your agency and your homes in front of other agencies, then, once your plan or free trial starts, the steps for calling, email, your leads and your team. Everything else is already on when your plan starts, so Setup never asks you to switch anything on.
Create your agency
When you sign up, Fondaro asks for Your agency: its name, which you see on your agency's card as you type. Select Create my agency. It takes a few seconds, then you land on the network with a short welcome: what the Fondaro Network is, and Set up your page to start the steps. Close it with the × to look around first. The welcome shows once.
If you were invited to an existing agency, you skip this and get your own short welcome, then one step: your photo.
Open Setup
You can come back to Setup any time:
- from the Your setup card in the bottom-right corner, which shows how many steps are done (for example 1 of 3) and your next step, on every page until you are done. Press the card to open the step. Its × tucks it into a small 1 of 3 button in the same corner; press that to open the card again, or its own × to put setup away. On a phone you only see the small button. Once the steps are done, the card suggests what is left, one thing at a time: your languages and areas, and the app;
- from Settings › Me › Setup, always.
Close Setup with the × or Esc and you are back where you were. If you changed something and did not save it, Fondaro asks before you leave.
Work through the steps
Each step is one short screen showing your agency's card or your own, as other agents see it.
- Do what the screen asks: add your logo, choose how to add your first home, or add your photo.
- Press the button under it. Continue saves and opens the next step. If something is still missing, the screen says what, next to it, and stays where you are.
- Skip for now moves on and keeps the step for later.
The top of the screen says where you are, for example Step 1 of 3.
The network steps
Every agency gets these, with a plan or without one. A team member gets Your photo.
| Step | Who | What you do | Done when |
|---|---|---|---|
| Your agency | Admins | Add your logo: press the empty logo on your agency's card, or drop the file on it. Fondaro makes the version for dark backgrounds | The name and logo are saved |
| Your first home | Admins | Add a home opens the listing form and brings you back here once it is saved. I use Resales Online asks our team to set it up with you; there is nothing to fill in | One of your homes is live, an import has finished, or you asked us to set up Resales Online. A home you add goes live once it is approved; the step says so and lets you carry on |
| Your photo | Everyone | Press the face on your card and choose a photo | You have a photo |
When you finish, you land on your agency's page on the network (a team member: the network) with Your agency is on the Fondaro Network in the corner.
Later, when you have a minute
The Your setup card then suggests what is left, one thing at a time:
- Add your languages and areas: opens your network profile, with a short line about you. Agents with buyers in your areas find you by them.
- Get the app: scan the code with your phone, or on a phone press the App Store or Google Play button. Press I've installed it when you have, or simply sign in on the app.
Once your plan starts
When your agency starts its free 14 days or a plan, these steps follow the network steps:
| Step | Who | What you do |
|---|---|---|
| Your billing details | Admins, in the last days of your trial | Your company's name, address and phone, for your invoices |
| Your phone number | Everyone | Fondaro calls your mobile and you type the code shown on screen into your phone |
| Your email and calendar | Everyone | Connect your inbox |
| Bring your leads | Admins | Import a file, move from another CRM, or connect a listing source |
| Invite your team | Admins | Type their email addresses and send the invites |
Your website is not a step: it is in the Website section whenever you want it. See Your website.
If you finish a step somewhere else in Fondaro, such as importing leads from Leads, the confirmation offers Next: and the next step's name, which opens it in Setup.
If you work alone, Invite your team stays out of the way until you choose Add someone.
Invite your team
- Open Invite your team.
- Type one or more email addresses.
- On Foundation, if the new people do not fit your plan, Fondaro shows the prorated amount charged today and asks before adding them.
- Send the invites. Each person signs in with the address you used.
If someone could not join because your plan was full, the step says so with Add to your plan.
Finish setup
- When no step is left open, Setup says so. Pick any step in the list to open it again.
- I'm done, under the list of steps, puts Setup away and removes the Your setup card. Setup stays in Settings › Me › Setup. Saying it in the network steps does not hide the steps a plan brings later.
When an admin finishes on a plan, Setup also lists what is Already on for you: Ask Fondaro, Smart routing and Calling. Each row links to its settings with Switch off, if you ever want to.
Before your plan starts
Until your agency starts its free 14 days, the empty lists (Leads, Calls, your Inbox, the Calendar's Agenda and Reports) show one Example each, so you can see how things will look. Examples are never saved. Admins see Start your free 14 days, which starts your free trial: say how many people will use Fondaro, add a card (nothing is charged today) and start.