Seam help center

Start with the job in front of you.

Choose your role for a short, plain-language walkthrough. These guides explain what you can see and do without requiring technical knowledge.

Realtor sign in Homeowner sign in
01 / REALTOR

Realtors and coordinators

Learn the daily workspace, client records, tasks, documents, Journey invitations, and limited partner requests.

Open guide → 02 / CLIENT

Buyers, sellers, and homeowners

Learn how to follow your home plan, complete tasks, respond to document requests, update planning details, and ask for help.

Open guide → 03 / PARTNER

Lenders, title, inspectors, and other partners

Use a secure invitation to see the limited request you were asked to handle, send an update, and know when you are done.

Open guide → 04 / MANAGEMENT

Brokerage owners and managers

Set up offices, invite agents, assign access, keep ownership clear, reassign work, and review team activity.

Open guide →

Before you begin

Three things to know.

Seam shows a different workspace for each role. If a menu or button in a guide is missing, your access may be intentionally limited.

  • 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 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.

Each task guide shows where to start, the steps to follow, what a finished result looks like, and the actual screen you will use.

Seam 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 comparison

Access help

When sign-in or an invitation does not work.

  • Check which sign-in you need.
    Realtors and brokerage staff use Signal. Buyers, sellers, and homeowners use Journey.
  • 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.
  • Still stuck?
    Email [email protected] without including passwords or confidential documents.