Real estate agent guide
Use this guide if you work in the Journey Agent + CRM: start on Today, review leads, update clients, request documents, and invite collaborators.
Open guide →Homeowner guide
Use this guide if you use Journey: read the current step, complete tasks, share requested files, and ask for help.
Open guide →Partner guide
Use this guide if someone invited you to one request: check your scope, respond, share a file or update, and finish the handoff.
Open guide →Brokerage management guide
Use this guide if you manage a brokerage workspace: organize offices, invite agents, assign access, move ownership, and review changes.
Open guide →Business owner guide
Use this guide if your business is listed in a Local Living Guide: claim the listing, send updates, photos, and events for review, and read your listing’s analytics.
Open guide →Haven’t signed up yet?
Start here before you have an account.
The five guides above are for people who already sign in. These are for evaluating Seam before that.
Create an accountQuick start
What Seam is, how a team gets set up, and what the first two weeks look like.
Open the quick-start guide →FAQ
Who Seam is for, setup time, contract terms, and data ownership.
See the FAQ →Security and Trust
The same access and data claims Seam makes publicly, in one place.
Read Security and Trust →Glossary
What terms like Today, Journey, and referral actually mean.
Open the glossary →Before you begin
Start with the right workspace.
The Journey Agent + CRM is for real estate teams and brokerage staff. The Journey home plan is for buyers, sellers, and homeowners. Partners normally enter through a limited invitation, so a missing menu may be intentional.
- Use your own invitation or sign-in page.
Do not forward a client or partner invitation to someone else. - Only share information requested in the workspace.
Keep passwords and highly sensitive information out of notes and messages. - Ask the person who invited you or your manager when access looks wrong.
They can confirm the role, resend an invitation, or request a support review.
Task guides
Go straight to the work you need to finish.
Open the section that matches the task. You do not need to read the whole guide before you start; each section explains the starting point, the action, and what a finished result looks like.
“Ask the Assistant” below means the Assistant button that appears on every page once you are signed in. It answers how-to questions from these guides, limited to your role, and it is labelled AI assistant and can be wrong, so check anything important.
Real estate agents and coordinators
Choose today’s first actionFind and update a clientReview and work a leadRequest or review a fileInvite a client to JourneyInvite a partner for one requestAsk the AssistantBuyers, sellers, and homeowners
Open an invitation and set up the planRead the full JourneyComplete a taskUpload a requested fileUpdate planning detailsAsk the team for helpAsk the AssistantInvited partners
Check an invitationUnderstand what was sharedAnswer a limited requestUpdate a document requestSend a status updateFinish the requestAsk the Assistant (signed-in partners)Brokerage management
Add or change an officeInvite an agentSet role and accessReassign work and remove accessReview the teamFix a sign-in or invitation problemRead and acknowledge the AI noticeLocal business owners
Claim a listingSign in for the first timeUpdate listing detailsUpload photos and filesAdd or cancel an eventRead listing analyticsAsk the AssistantSeam and your CRM
A client record is only part of the work.
A conventional CRM usually keeps contacts, deals, tasks, messages, and reports. Seam can handle those records or work beside the CRM your team already has.
What Seam adds is the work after the record: the client’s own plan, requested documents, limited partner invitations, and brokerage ownership changes. Those actions remain connected to the same person and transaction.
Read the full comparisonAccess help
When a sign-in or invitation does not work.
- Use the shared sign-in page.
Real estate agents, brokerage staff, homeowners, and business owners all sign in from the same page and land in their own workspace. - Use Forgot password from the correct sign-in page.
Return to the same browser after opening the recovery email. - Ask for a new invitation if the page says the link expired.
For security, an old or already-used invitation may not open again. - Tell support what you were trying to do.
Include your role, workspace name, page, and what you expected. Leave out passwords and client documents. - Still stuck?
Send Seam a bug report or feedback, or email seam@seamdatalab.com without including passwords or confidential documents.