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Help Center

MooveGuru

MooveGuru

For information on Customer for Life, Mover Connect, and Mover Engage programs including Concierge and Moves initiatives.

BHHS Smart Moves Marketing

Agent Announcement Email

Data Automation / Transaction Management Platforms

Connecting your DocuSign Transaction Rooms for Data Automation

SkySlope Connection to Automate the Program

Dotloop Connection to Automate the Program

How do I share transaction data through an SFTP site?

Automating the program through SkySlope

Dash Integration

DotLoop Individual Agent Integrations

What do I need to enter in DocuSign Transaction Rooms for my buyer or seller to be enrolled?

What do I have to enter for my transactions to be sent to your through BackAgent

Using AppFiles to Power the Program

What do I need to enter in DotLoop for my buyer or seller to be enrolled?

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Overview Videos

Overview videos for MooveGuru

How to instructions

How to send missing buyers ph# report to someone else- Agents

Office Additions / Updates

How do I remove an agent that has left my brokerage?

How do I remove a brokerage level user?

How do I add new agents?

Agent Opt Out

How can I be copied on the emails that are sent to my clients?

How do I unenroll my client?

How to export Contacts for a Client

How do I unenroll an agent from the program that no longer wants to participate?

How to edit or add offices?

How do I add users to my brokerage adminstrative dashboard?

How do I update my Profile so my clients can take advantage of this service automatically?

Missing Buyers Phone Number Report- Opt Out

How to Add Profile Picture to Agent Account

How do I manually enroll clients?

How do agents get access to their individual dashboard?

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MooveGuru Brand Materials for Mover Engage and Mover Connect

Why should I use Mover Connect?

Agent Intro Email

What phone number does my client call to get assistance with utility connections?

How do my clients get enrolled?

Frequently Asked Questions

Can I see what offers have been sent to my customers? (Brokerage Dashboard)

Can I see what offers have been sent to my customers? (Agent Dashboard)

Can I see what the specific offers are (10% off at Home Depot, 15% Budget Blinds, etc.)?

What transaction platforms are you integrated with?

What data fields are needed to enroll the client in the program?

If details change on a transaction do you accept updates that are changed through the transaction management platform?

Can I refer my fellow realtors and brokers to your program?

What are the typical categories that offers are available in?

Can I upload my past clients into the Customer for Life program?

What if my brokerage doesn’t have a transaction management system?

What is Energy Choice

What do the emails look like that are delivered to my clients?

DotLoop FAQ

Do you pull all the data from the Transaction Management system?

Can I opt out all my clients from receiving these money saving offers?

How will the emails be branded?

Who are the National vendors that are part of the program?

Will I receive a confirmation email when my client is enrolled?

Can I opt out one client without opting all my clients out?

How do you automatically receive my customers contact information?

Do you share my customers contact information with the advertisers (Home Depot, ADT, etc)?

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EXIT OFFERS and EXIT CONCIERGE

EXIT OFFERS and EXIT CONCIERGE Support