Documentation Index
Fetch the complete documentation index at: https://docs.oun.homes/llms.txt
Use this file to discover all available pages before exploring further.
The deals dashboard
Your dashboard is the home screen. It shows all your deals with key info at a glance:- Deal name
- Deal type (purchase, listing for sale, lease, etc.)
- Status (pre-contract, under contract, closed, etc.)
- Last updated — date the deal file was last updated
- Ask Homie — takes you directly to the deal’s Homie chat
Filtering and searching
- Search bar — find deals by name
- Status filter — find deals by status (Pre-Contract, Under Contract, Closed, Archived, etc.)
- User filter (admins and TCs only) — filter by team member to see specific agents’ deals
Quick actions
Click the deal card to:- Open Documents for that deal
- View and edit Deal Data
- Add and edit Deadlines
The sidebar
The left sidebar gives you access to:| Section | What it’s for |
|---|---|
| Deals | Your main deals list |
| Checklists | Transaction checklists |
| Preferences | Your saved preferences for Homie |
| Upload Templates | Request a document to be templated |
Profile menu
Click your profile icon in the sidebar to access:- Profile — edit your user details (name, email, phone, license info)
- Team — view and manage team members
- Organization — brokerage details and offices
- Integrations — connect or manage SkySlope
- Sign Out
Inside a deal
When you open a deal, you’ll see:- Documents and deadlines — all key deadlines and documents (organized in folders) for this deal
- Deal data — contacts, dates, financials, property info
- Chat — your conversation with Homie for this deal