A clear, client-facing snapshot that shows where the journey stands and all the work you have done along the way.
What it is
The landing page of the client view — a personalized dashboard that greets your client by name and summarizes their journey in plain language.
Where to find it
Client view in a journey, then the Home tab, alongside HomeSpace and Your agent.
Example of the Home Page
What you can do
Review the auto-generated Where things stand summary and refresh it.
Check the key metrics: activities, showings, offers, and days together.
See your client's offers and their status.
Scan the What you have done for them timeline.
What your client sees
A warm welcome ("Welcome back, Jack"), a day count with you, a narrative summary of progress, the headline stats, their offers table, and a milestone-by-milestone recap of your work — both what happened together and what happened behind the scenes.