Quick start

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Step 1: Accept your invitation

1. You’ll receive an invitation email from your admin
2. Click the link to accept the invitation
3. If you don’t have an Oun account yet, click Sign Up to create one with your email and password
4. Complete the onboarding wizard — you’ll enter your personal info, role (Agent or Broker), license details, and state

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Step 2: Create your first deal

1. From the dashboard, click New Deal
2. Choose your transaction type: Purchase, Listing for Sale, Lease, Listing for Lease, or Other
3. Enter the transaction name
4. Click Create Deal

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Step 3: Add a document

1. Click the upload area or drag and drop a PDF
2. The document appears in your deal’s document list

1. Open the Homie chat from your deal
2. Ask: “Draft a purchase agreement”
3. Homie creates the document from your state-specific template

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Step 4: Fill in document fields

1. Click on a document to open the PDF editor
2. Click any field to fill it in — buyer name, closing date, price, etc.
3. Click Save when you’re done

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Step 5: Send for signatures

1. In the PDF editor, click Send for Signatures
2. Assign signers to each role (buyer, seller, etc.)
3. Confirm and send

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What’s next