Request
A defined question, estimate, review, or piece of work assigned to you.
Quick answer
Your invitation is the boundary.
Open the invitation, read Access, then use only the Requests, Documents, or Messages areas shown to you. If you need more context, ask the person who invited you; do not work around a limited view.
Before you startUse your own email and the newest link, and confirm the sender before opening it.
Ask for helpThe inviter can correct the recipient, resend the invitation, or explain whether more scope is appropriate.
01 / Invitation
Use the secure link sent directly to you.
A Seam partner invitation is tied to a limited role and a specific set of work. It is not a general client record.
Start hereYou received a link from a client or realty professional you recognize.
Finished whenYou have confirmed the sender, client, your role, and the invitation’s expiration before changing anything.
Confirm who sent the invitation.
The sender should be a client or realty professional you recognize. If the message is unexpected, contact them separately before opening it.
Open the newest invitation.
Use the link from your own email. Do not forward it to a coworker or open a link intended for someone else.
Follow the identity prompt shown.
The page may ask you to confirm limited information before showing the request.
Check the name and role.
Stop if the client, household, partner name, or role is not what you expected.
One link, one intended person.
Ask the inviter to send a separate invitation when a coworker needs to take over. Sharing the original link can expose information and leave the wrong activity history.
02 / Scoped access
Read the access summary before the request.
The Access area tells you what you can see and what action you can take. The invitation may include one or more limited items.
Start hereThe names on the invitation are correct and you are ready to see what was shared.
Finished whenYou can name every visible item and understand whether you may view, upload, message, or update it.
Document
A specific file request or review state connected to the work.
Message
A conversation thread visible only where the invitation allows it.
Status
A progress update that tells the client and realty team what is happening.
Need more context?
Ask the inviter to clarify or expand the request. Do not work around a limited view by requesting a broad client export.
03 / Requests
Respond to the item you were asked to handle.
A request may ask for an estimate, schedule, answer, or other defined response. Use the fields on that request so the update stays attached to the work.
Start hereThe request description, property or room, due information, and question are clear enough to answer.
Finished whenThe response, amount or range, schedule, and note say exactly what you can stand behind now.
Read the request summary and due information.
Confirm the property, room, task, or milestone when shown. Ask before assuming missing details.
Choose an accurate response state.
Use the status that reflects the work now, such as in progress, blocked, ready for review, or complete.
Add only the requested response.
When the page accepts an estimate, schedule, or note, keep it specific to this request.
Review before sending.
Confirm amounts, dates, names, and the client-visible note. The update becomes part of the shared work history.
Any estimate or schedule remains subject to your normal professional review and agreement process outside the app.
04 / Documents
Use the matching document request.
The document area shows only the file request included in your invitation. The state you choose tells the client and team what has happened to that request.
Start hereYou have the requested file or have completed the review named in the invitation.
Finished whenThe document state and note are accurate, and any remaining correction or decision is stated plainly.
Open the document item listed in your invitation.
Read the file name or request description and the action available to you.
Update only what you reviewed.
Do not mark a document accepted, complete, or resolved when it still needs someone else's decision.
Add a short explanation when the state changes.
State what was reviewed and what, if anything, is still needed. Avoid unrelated client details.
Find a file across every household you're live on.
Your document list covers every household where you hold an active referral, filterable to just one; open or download a file directly, scoped to what your service category is allowed to see.
Do not move files into an unapproved channel.
Keep a requested file with its secure request. Never paste passwords, private keys, full account credentials, or unnecessary personal information into a message.
05 / Messages and status
Keep updates short, factual, and attached to the work.
A status update should answer three questions: what is true now, what is waiting, and what happens next. Use a message for a question or answer that belongs to the visible thread.
Start hereThe visible state or waiting person no longer matches the real work, or a thread contains a question for you.
Finished whenThe current state, risk, note, and next condition agree with each other and do not include unrelated client details.
- Messages: answer the question in the visible thread. Start a new conversation only when the page offers that action.
- Status: choose the state that is true now, identify a blockage when present, and say what happens next.
- Risk: use the available risk field when an issue affects timing, completion, or a required decision.
- Scope: leave unrelated matters out of the thread and contact the inviter separately for a new request.
06 / Finish
Leave a clear final state.
Start hereYou believe your requested work is done or cannot continue without a decision elsewhere.
Finished whenThe final state says what you delivered, any condition still outstanding, and who should act next.
Confirm the requested work is complete.
Check that the final status and note match what you actually delivered.
State any remaining condition.
If approval, scheduling, payment, or another professional decision still occurs elsewhere, say so plainly.
Close the page and protect the link.
Do not bookmark or save an invitation on a shared device. The inviter controls when access ends.
07 / Signing in and signing up
Two ways into the partner workspace.
Most partners arrive through a one-off referral invitation, but that isn't the only path in.
Returning partner sign-in
Enter your email and password on the partner app's sign-in screen.
Invited-referral signup
Open the secure emailed link tied to one referral, complete a short profile, organization, coverage, and account wizard, and either accept — creating your workspace and password — or decline that specific referral.
Self-signup, no invitation
Create your own partner account and shared company profile from the public signup wizard, with no referral or invitation required. On finishing, you're immediately listed live in the cross-brokerage platform partner directory.
08 / Accept, decline, and close a referral
Named actions for one referral, start to finish.
A referral moves through a small set of named actions on its detail screen.
Start hereA referral has been routed to you, or one you already hold needs its next action recorded.
Finished whenIts state (accepted, declined, in progress, or complete) matches reality.
Accept
Accept a referral that was routed to you, which starts the response clock and makes it active.
Decline (with a reason)
Decline an assigned referral and choose a reason, so the brokerage can place the work elsewhere.
Start work / Log progress
Mark an accepted referral as started, and schedule a follow-up note and date that's visible to the brokerage.
Mark complete (with an outcome)
Tell the brokerage your part is finished, choosing a closing outcome and note; this permanently closes the referral from your side.
Transfer to a teammate
If you manage or administer your organization, reassign a referral to another active member of your shared company workspace, confirming homeowner consent.
09 / Export your records
Download what you've handled, even after access winds down.
You can export a referral's facts, messages, coordination items, and event trail as a CSV — deliberately available even once your access to it has wound down — and it never includes the homeowner's contact details. You can also view a read-only picture of the client's journey progress scoped to the referral you hold, without seeing the full CRM timeline.
10 / Coordination items and tasks
Two different ways to move a referral forward.
Coordination items and tasks are separate systems, even though both live on the referral.
Coordination item
A structured appointment, document handoff, or next-step milestone with a title, owner, and due/start/end time — create one, or update its status (in progress, done) on the shared transaction-team view.
Task
A separate system: open the task-type picker and file a task directed at the real-estate team or the client on a referral you hold.
Message
Post to the referral's coordination thread, visible only to the audiences you're scoped to; phone numbers and addresses are never exposed through it.
11 / Credentials and verification
Submit and track your professional credentials.
Add or update a license or E&O-insurance credential — type, issuing authority, jurisdiction, a last-4 reference, and issued/expiry dates — tied to your organization. A new or edited credential shows a pending verification status until it's reviewed; a lapsed credential hides you from new referrals without dropping the ones you already hold. View every credential on file, with its status and days-to-expiry, from the credentials list.
12 / Scheduling
Run your own booking links and appointments.
Scheduling is a full surface, not a single button — booking links, availability, a shared team pool, and the appointments booked through them.
Create a booking link
Set an appointment type, duration, timezone, and availability rules, scoped to one brokerage.
Edit a booking link
Change its label, duration, timezone, active flag, or availability rules.
Manage a shared team pool
If your link is shared across your organization, replace the set of teammates who can be routed appointments through it.
Per-member availability override
Block out or extend one pool member's availability for a date range — you can do this for yourself, or for a pool member if you administer the organization.
Book, reschedule, cancel, or complete
Book an appointment tied to a referral with attendee details and notes; reschedule it to a new time, cancel it with an optional reason, or mark it complete with an outcome note.
13 / Your organization
Manage the shared company workspace, not just your own login.
A partner account belongs to a shared "organization" — a company profile with its own teammates and roles, separate from any one brokerage relationship.
Edit the company profile
View or edit your organization's legal name, website, contact info, markets, service areas and categories, and license summary — shared across every member, not per-individual.
Submit for verification
Submit your organization's profile for platform verification review; editing the profile after verification resets its status back to pending.
Invite a teammate
Invite a new teammate by email, choosing their role and primary service category; an invitation is queued to them.
Revoke a pending invitation
Revoke an organization invitation before it's accepted, immediately invalidating its link.
Change a teammate's role or access
As an org admin, change a teammate's role or status (active/suspended) — the organization's last active admin can't be demoted without naming a successor first.
Accept an org invitation
Accept an emailed invitation to join a company workspace as a teammate, setting a password if you don't already have an account.
14 / Commission and referral fees
See what you're owed across every brokerage.
View your commission and referral-fee report — what you're owed for referrals across every brokerage you work with, with payout status — never the brokerage's own internal commission split.
15 / Availability and directory visibility
Control how you appear for new work.
Availability and coverage profile
Update your individual availability status, markets, service areas, specialties, typical response hours, preferred contact method, phone, and website.
Platform directory visibility
Turn your platform-directory listing on or off, controlling whether you can be discovered or introduced across brokerages outside any one referral relationship.
16 / Notifications, devices, and your account
Settings that belong to you, not to any one referral.
Push notifications
Turn push notifications on or off; this gates alerts like a referral being received or escalated.
Devices
See every device signed in to your account and sign one out remotely, ending that device's session immediately.
Delete your account
Request self-service account deletion — confirm with your password, and the account deactivates immediately (credentials wiped, devices signed out) with permanent erasure after a grace window. Any open referral is automatically returned to the pool, and if you were your organization's sole admin, a successor is auto-promoted.
Cancel a pending deletion
Within the grace window, reverse your own deletion request and reactivate the account to its prior status.
Sign out
End your current session and device credential and return to the sign-in screen.
17 / Safety
Protect the client and the relationship.
- Verify unexpected requests: contact the known sender using a trusted method before opening the link.
- Use your own device and browser profile: avoid opening client work on a public or shared computer.
- Share the minimum: include only information necessary for the visible request.
- Report a mismatch: stop if the page shows the wrong person, property, or work and tell the inviter immediately.
18 / Troubleshooting
Common invitation problems.
- Expired link: ask the inviter to issue a new invitation. Support should not reactivate an old link by email.
- No visible request: confirm you opened the newest invitation, then ask the inviter to review the assigned scope.
- Wrong person or property: stop, close the page, and notify the inviter without copying the information you saw.
- Update will not save: keep a copy of your own response outside the page, refresh once, and contact the inviter if it still fails.