Welcome Screen
Clients should click on the link from the homebuyer invite email.
A. New User: Creating an account on the Homebuyer
Step1 : Click Sign up now
Step2: Enter the email address and hit Send verification code. A verification code will be sent to your email address.
Step3: Enter the verification code and hit Verify Code
Once verified, please enter the new password and confirm and create. You will now land on the homebuyer page, follow the onscreen instructions further.
B. For Existing users: Sign In
Clients sign in with their email address and password.
From the sign-in screen, clients can also
Tap Forgot your password? to reset or set their password (this is for existing user alone and not for first time user)
Enter your Email Address and tap Send verification code
Check your inbox for a 6-digit code from Smart365Prod and enter it in the Verification Code field
Tap Verify code — the screen will confirm E-mail address verified
Enter and confirm a New Password (must include at least 3 of: uppercase letter, lowercase letter, digit, symbol)
Tap Continue
First Login: Account Setup
On first login, clients are guided through two short setup steps before reaching their dashboard.
Analytics Consent
Clients are asked whether they'd like to share usage data to help improve the app.
Action: Allow analytics or No thanks
Phone Number
Clients confirm the mobile phone number their adviser provided. They can update it here if needed.
Action: Continue
HomeBuyer Dashboard Overview
Once setup is complete, clients land on their dashboard — their central hub for progressing through mortgage requirements and tracking their application.
Welcome Card
The top section displays:
The client's name and profile
A progress indicator showing how many tasks they have completed
A clear prompt guiding their next action, such as Set your preferences
To-Do List
The To-Do tab shows the remaining tasks your client must complete. Examples include:
Marketing Preferences
Personal Details
Address History
Each item opens a simple form, making it easy for clients to work through required information step by step.
Clients can also switch between To Do and Completed tasks, or tap See all to view the full list.
Applications
This section shows the client's active mortgage application, including:
Application type (e.g., Mortgage)
Applicant type (e.g., Single Applicant)
Broker firm name
Application ID
This helps clients clearly understand which application they are completing tasks for.