Current
The step being worked now. Open it first.
01 / Invitation
Open the invitation sent for you.
Your realty team may invite you to an existing plan, or you may start a plan yourself. Use the email address that belongs to you.
Start hereYou received a Journey invitation or reached the guided setup after creating an account.
Finished whenYou have confirmed the household and team, saved the useful setup answers, and reached Home.
Open the newest Seam Journey invitation.
Use the secure link in the email. Do not forward the invitation or share the link with another person.
Create or connect your account.
Follow the page shown to you. If you already have an account, use the same email so your plan remains together.
Review the team and plan name.
Confirm that the realty team and household are the ones you expect before continuing.
Start on Home.
Home shows the current step, who owns it, and the next action.
Link expired or already used?
Return to the Journey sign-in page if you already created an account. Otherwise, ask the realty team that invited you to send a new invitation.
02 / Home
Start with “What’s happening now.”
The current step is the best place to begin. It should explain the present stage, the next owner, the next action, and the part of the plan that needs attention.
Start hereYou want a quick answer about what is happening now.
Finished whenYou know the current stage, who owns the next action, and whether anything is waiting on you.
Read the current stage.
This is the broad part of the journey you are in, such as readiness, search, offer, closing, owning, or selling.
Check the next owner.
“You” means the plan is waiting for your action. Another person or team means you can see who is handling the next step.
Open the current step.
Use Open current step for instructions, related tasks, documents, messages, and status.
03 / Plan
Use the plan to understand the whole path.
The Plan or Journey area shows stages and steps in order. It is a shared roadmap, not a promise that every date will stay the same.
Start hereYou want to see how the current step relates to financing, search, offer, closing, owning, or selling.
Finished whenYou can tell what is current, what is waiting, and which later steps are only there for preparation.
Waiting
A step that needs information or action before it can move.
Upcoming
A later step shown so you can prepare without acting too early.
Complete
A recorded step that is finished and remains in the plan history.
Something does not match your real situation?
Use Request help instead of changing a major stage on your own. Your realty team can review the plan and explain the update.
04 / Tasks
Complete what is waiting on you.
Tasks brings together checklist items, questions, and replies that need your attention. Read the reason and related step before marking anything complete.
Start hereHome says the next owner is You, or Tasks shows an open item.
Finished whenYou completed the real work, recorded the right response, and the next owner on Home makes sense.
Open Tasks.
Items waiting on you appear first. Read the reason, due information, and related step.
Do the requested work.
Use the action shown. If the task asks for a file, open the linked document request instead of attaching it to an unrelated message.
Mark complete only when finished.
If you are blocked or unsure, request help so the team knows what is preventing progress.
Check what changed.
Return to Home and confirm that the next action or owner now makes sense.
05 / Documents
Use the exact request for each file.
Documents are grouped by what is waiting on you, what is with the team, and what is done.
Start hereA request in Documents names a file that you have been asked to supply.
Finished whenThe correct file has uploaded and the request shows With your team or another accurate review state.
Open Documents and choose the matching request.
Read what the team requested and why before selecting a file.
Select the correct file from your device.
Check the filename and preview when available. Do not upload an unrelated document merely to complete the request.
Wait for the upload confirmation.
Keep the page open until the workspace confirms the file was received.
Review the new status.
The request may move to With your team while someone reviews it. That does not necessarily mean the work is complete.
Protect sensitive information.
Upload only through the specific document request. Never send a password, full login credential, or unrequested sensitive file in a general message.
06 / Money and readiness
Update planning details without treating estimates as approvals.
Money and readiness helps you keep a rough target, goal homes, savings progress, and other planning details together. It does not replace advice or an approval from a lender, financial professional, attorney, tax professional, inspector, or appraiser.
Start hereYour target, timing, savings, or example homes have changed enough to affect the plan.
Finished whenThe saved details reflect what you mean and you understand which numbers are estimates.
Open Money and readiness.
Read the readiness stage, gap, estimated window, and next small step before changing a number.
Add or review a goal home.
Use a real example to compare price and fit. Save, pass, or note why it does not work for you.
Update only known planning details.
Leave a field blank when you do not know it. Do not enter an approval amount that a qualified professional has not given you.
Return to Journey.
Check whether the next small step still fits your plan and ask for help if the change affects an active transaction.
07 / Plan and home details
Keep the plan’s saved answers and home records current.
Profile holds the answers that shape the path, plus private ownership records and reminders when they apply to you.
Start hereYour goal, area, timing, contact details, or ownership records have actually changed.
Finished whenThe saved answers are accurate and any home record or reminder is marked private or shared as intended.
Review the saved-answer groups.
Path, area and timing, money, and readiness show what the current plan knows.
Edit the smallest matching group.
Reopen only the section that changed instead of starting the entire setup again.
Add a home record when useful.
For a home you own, keep maintenance, reminders, and receipts together and check the visibility before saving.
Ask before changing an active transaction.
A major change in timing, goal, or household may need the realty team to update the shared plan too.
08 / Request help
Ask from the part of the plan that is confusing.
Use Request help when the next action is unclear, the plan no longer matches your situation, or you need a person to follow up. This is not an emergency service.
Start hereYou can describe what you were trying to do and what stopped or confused you.
Finished whenThe right request type, follow-up time, and short description have been sent without passwords or unnecessary private details.
Choose Request help.
You can open Help from the menu or from a task or document area when available.
Choose the closest request type.
This helps route the question to the right person without requiring technical language.
Describe the decision or blockage.
Say what you were trying to do, what you expected, and what stopped you. Do not include passwords.
Review before sending.
Confirm the recipient and the message. Recent requests remain connected to your plan in Tasks.
09 / Privacy
You should know who can see each item.
- Your realty team: sees the client work and shared plan needed to serve the relationship.
- An invited partner: sees only the limited request included in that invitation.
- Internal team notes: are not the same as client-facing messages and should stay outside your Journey view.
- Your account: should be used only by you. Sign out on a shared device.
For account privacy choices, use Profile or the privacy request page.
10 / Troubleshooting
Common fixes.
- Cannot sign in: make sure you are on the Journey sign-in page and use Forgot password with the email tied to your plan.
- Plan looks empty: complete onboarding if prompted, or ask the realty team whether the plan has been shared yet.
- Upload failed: keep the request open, confirm the file type and size shown, then try once more.
- Wrong household or team: stop and contact the person who invited you before adding information.