Help Center/Onboarding
Onboarding

Getting Started

Create your account, understand the six subscription levels, and set up the first workflow that makes PropertyGenome useful on day one.

5 min read
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Section 01

What changed recently

During the last three weeks, the help and workflow surface expanded in a few important ways: the Genome Score PDF flow now uses the newer AIML-capable report path, subscription gating is more explicit around saved searches and alerts, and the AI surface is now easier to think about as three separate tools: Genome AI, the general chatbot, and Voice AI.

This guide reflects the current rollout instead of the older one-size-fits-all plan descriptions that only talked about Free, Plus, Pro, and Enterprise.

Section 02

Understand the six subscription levels

  • Free: score-first trial workflow with 3 tracked properties, 5 Voice AI queries/day, and 10 chatbot messages/day.
  • Homeowner: homeowner dashboard and monitoring focus with 10 Voice AI queries/day and 20 chatbot messages/day.
  • Agent: 25 tracked properties, branded CMA workflows, outreach tools, 20 Voice AI queries/day, and 50 chatbot messages/day.
  • Plus: full analyzer access, AI Score Analysis, AI Dashboard Insights, Natural Language Search, 30 Voice AI queries/day, and 100 chatbot messages/day.
  • Pro: alerts, saved-search automation, full score breakdown, unlimited Voice AI/chatbot usage, and 3 team seats.
  • Enterprise: raw export, custom weights, API and partner workflows, and larger shared-team rollout support.
Section 03

Recommended first-week setup

  1. Create your account and confirm you can sign in.
  2. Open Pricing and note your current plan's limits for reports, saved searches, and AI usage.
  3. Run one address through Analyzer.
  4. Save the result into Dashboard.
  5. Move one promising property into Deal Tracker.
  6. Try one discovery tool and one AI workflow that match your plan.
Section 04

Good starting page by use case

  • If you already have one address, start with Analyzer.
  • If you want opportunity discovery first, start with Investment Map or Undervalued Homes.
  • If you want guided reasoning or multi-step help, start with Genome AI or Voice AI.
  • If you are a homeowner, start with your home dashboard and reminders.