Quick start
What Seam is, how a team gets set up, and what the first two weeks look like.
Open the quick-start guide →Real estate agents and coordinators
Use this guide if you work in the Journey Agent + CRM: start on Today, review leads, update clients, request documents, and invite collaborators.
Open guide → 02 / CLIENTBuyers, sellers, and homeowners
Use this guide if you use Journey: read the current step, complete tasks, share requested files, and ask for help.
Open guide → 03 / PARTNERLenders, title, inspectors, and other partners
Use this guide if someone invited you to one request: check your scope, respond, share a file or update, and finish the handoff.
Open guide → 04 / MANAGEMENTBrokerage owners and managers
Use this guide if you manage a brokerage workspace: organize offices, invite agents, assign access, move ownership, and review changes.
Open guide →Search
Search the whole help center.
Find a specific screen, term, or task across every guide, the quick-start page, the FAQ, and the glossary — without knowing which one it lives in.
Haven't signed up yet?
Start here before you have an account.
The four guides above are for people who already sign in. These are for evaluating Seam before that.
FAQ
Who Seam is for, setup time, contract terms, and data ownership.
See the FAQ →Security & Trust
The same access and data claims Seam makes publicly, in one place.
Read Security & Trust →Glossary
What terms like Today, Journey, and referral actually mean.
Open the glossary →Before you begin
Start with the right workspace.
The Journey Agent + CRM is for realty teams and brokerage staff. The Journey home plan is for buyers, sellers, and homeowners. Partners normally enter through a limited invitation, so a missing menu may be intentional.
- Use your own invitation or sign-in page.
Do not forward a client or partner invitation to someone else. - Only share information requested in the workspace.
Keep passwords and highly sensitive information out of notes and messages. - Ask the person who invited you or your manager when access looks wrong.
They can confirm the role, resend an invitation, or request a support review.
Task guides
Go straight to the work you need to finish.
Open the section that matches the task. You do not need to read the whole guide before you start; each section explains the starting point, the action, and what a finished result looks like.
Real estate agents and coordinators
Choose today’s first actionFind and update a clientReview and work a leadRequest or review a fileInvite a client to JourneyInvite a partner for one requestBuyers, sellers, and homeowners
Open an invitation and set up the planRead the full JourneyComplete a taskUpload a requested fileUpdate planning detailsAsk the team for helpInvited partners
Check an invitationUnderstand what was sharedAnswer a limited requestUpdate a document requestSend a status updateFinish the requestBrokerage management
Add or change an officeInvite an agentSet role and accessReassign work and remove accessReview the teamFix a sign-in or invitation problemSeam and your CRM
A client record is only part of the work.
A conventional CRM usually keeps contacts, deals, tasks, messages, and reports. Seam can handle those records or work beside the CRM your team already has.
What Seam adds is the work after the record: the client’s own plan, requested documents, limited partner invitations, and brokerage ownership changes. Those actions remain connected to the same person and transaction.
Read the full comparisonAccess help
When a sign-in or invitation does not work.
- Use the shared sign-in page.
Real estate agents, brokerage staff, and homeowners all sign in from the same page and land in their own workspace. - Use Forgot password from the correct sign-in page.
Return to the same browser after opening the recovery email. - Ask for a new invitation if the page says the link expired.
For security, an old or already-used invitation may not open again. - Tell support what you were trying to do.
Include your role, workspace name, page, and what you expected. Leave out passwords and client documents. - Still stuck?
Send Seam a bug report or feedback, or email [email protected] without including passwords or confidential documents.