Home Platform / Getting Started

Your First Steps Inside Home

A quick walkthrough of logging in, connecting your email, downloading the mobile app, and getting comfortable with the basics — before your Activation Session.

What You'll Do

Four Steps to Get Set Up

01

🔑

Log In

Head to homeplatform.com and sign in — you'll see your CBR branding once you're through.

02

📧

Connect Your Email

Sync your inbox so contact interactions, signatures, and reverse prospecting all work correctly.

03

📱

Download the App

Get Home Platform on your phone so contacts and listings stay in sync wherever you are.

04

🔍

Explore the Basics

Get familiar with saved searches and Collections — two features you'll use constantly.

Watch

Getting Started Walkthrough

Quick Answers

Common Setup Questions

Is there a preferred browser for Home Platform?

Yes — Google Chrome is the preferred browser.

What if I use Yahoo or AOL for email?

Yahoo is supported directly. AOL users can connect using the "Other Email" option. Connecting a Gmail account is recommended when possible.

Can I disconnect my email later if I need to?

Yes — go to Settings, find "Connect your email account," and toggle it off.

What are chat support hours if I get stuck?

Monday–Friday, 5AM–9PM PST, and Saturday–Sunday, 6AM–7PM PST.

Ready for More?

Explore the Rest of the Toolkit

Once you're logged in and set up, head back to the Overview page to dig into Collections, Likely to Sell, CMAs, and more.

Log Into Home Platform Back to Overview