Agent manual

Run every open house from one calm workspace.

HAVN helps agents prepare properties, collect visitor details, qualify leads, send follow-ups, and share seller-ready reports across mobile, tablet, and web.

Overview

Introduction

Use this manual as the operating guide for your HAVN workspace. The product is designed for professional real estate teams, with mobile-first workflows for showings and a larger web workspace for setup, review, and team operations.

iPhone workflow

A simple field manual for working with HAVN on iPhone

Start here when you want the short version. The iPhone app is built around five main areas: Today, Properties, Contacts, Openings, and Leads. Use them in that order before, during, and after an open house.

1. Start in Today

Today is your daily command center. It shows what needs attention now, the active property, and the next opening connected to that property.

  • Check the active workspace and your next opening.
  • Open tasks or seller reports if something needs preparation.
  • Use Today as the place to return between showings.
HAVN Today dashboard on iPhone with tasks, seller reports, analytics, and the next opening.
2. Keep properties ready

Properties hold the listing context: photos, address, status, openings, leads, and follow-up activity. Before a showing, make sure the listing looks complete.

  • Review the property status and photos.
  • Open the property before creating or checking an opening.
  • Keep property data clean so reports stay useful.
HAVN Properties list on iPhone with listing status and opening metrics.
3. Review contacts

Contacts are the people you meet. After visitors sign in, use this view to find them again, review their activity, and keep their details organized.

  • Search by name, phone, or email.
  • Open a contact to review their property interest.
  • Add short notes while the conversation is still fresh.
HAVN Contacts list on iPhone with visitor profiles and opening counts.
4. Run openings

Openings are the scheduled showings. Use them to prepare visitor sign-in, watch attendance, and understand which events are generating interest.

  • Open the correct planned opening before guests arrive.
  • Use QR or manual sign-in depending on the situation.
  • Check lead count and interest signals after the event.
HAVN Openings list on iPhone with planned open house events and lead counts.
5. Prioritize leads

Leads help you decide who needs follow-up first. Sort attention by temperature and follow-up need, then contact the strongest prospects quickly.

  • Filter leads by hot, warm, cold, or follow-up.
  • Contact hot leads first after the opening.
  • Use follow-up notes to prepare your next message.
HAVN Leads list on iPhone with hot, warm, and cold lead labels.

Get started

Get Started

  1. Create or join your HAVN workspace with the email connected to your agency.
  2. Add your profile, phone number, agency details, and notification preferences.
  3. Create your first property with address, photos, property facts, seller notes, and public flyer details.
  4. Schedule an opening from the property, confirm the visitor form, and test the QR code before guests arrive.
  5. After the opening, review contacts, mark hot leads, send follow-ups, and prepare the seller report.

Device manuals

Device Manuals

iPhone

Use iPhone as your pocket command center during showings and follow-up.

Prepare

  • Install HAVN, sign in with Google, Apple, or email, and allow notifications when prompted.
  • Open Today to confirm the active property, next opening time, and priority tasks.
  • Check that property photos, facts, flyer copy, and visitor questions are ready before the showing starts.

During an opening

  • Start the opening from Today or the property detail screen.
  • Use Quick Sign-In to show the QR code or enter a visitor manually if needed.
  • Add notes immediately after conversations, then tag contacts as hot, warm, cold, or follow-up.

Afterward

  • Review new contacts and complete missing details while the showing is still fresh.
  • Generate an AI follow-up, personalize it, and send it by text or email.
  • Check analytics and prepare a seller report before your next update call.
iPad

Use iPad for a polished sign-in station at the door or reception table.

Kiosk setup

  • Charge the iPad, connect to Wi-Fi or cellular, and open the correct property opening.
  • Switch to Kiosk Mode so visitors see only the branded sign-in experience.
  • Place the iPad where guests can sign in privately without blocking the entrance.

Visitor sign-in

  • Visitors can scan the QR code or complete the form directly on the iPad.
  • Confirm consent language is visible before visitors submit their information.
  • If the network drops, keep collecting entries and sync once the connection returns.

Close the session

  • End Kiosk Mode when the opening is complete.
  • Review contacts, interest level, notes, and source information.
  • Lock the iPad before leaving the property.
Android Phone

Use Android phones for the same field workflow with Material navigation and fast lead handling.

Set up

  • Install HAVN from Google Play when available, then sign in with Google or email.
  • Allow notifications and make sure battery optimization does not block sync during an opening.
  • Open Today to confirm your property, schedule, and lead priorities.

Work in the field

  • Use the bottom navigation to move between Today, Properties, Contacts, Openings, and Leads.
  • Start sign-in from the active opening and add manual visitors when QR sign-in is not practical.
  • Keep notes short, factual, and attached to the correct contact or property.

Follow up

  • Filter leads by status and contact the hottest visitors first.
  • Use AI drafts as a starting point, then edit tone, timing, and property details before sending.
  • Refresh sync before leaving the property if you worked with a weak connection.
Android Tablet

Use Android tablets for a wider workspace, NavigationRail, and kiosk-style visitor collection.

Layout

  • On larger screens HAVN uses a rail layout so the main content has more room.
  • Keep the tablet in landscape for reviewing property detail, contacts, and opening status.
  • Use split views to compare visitor notes with property context when available.

Sign-in station

  • Open the active property and present QR or manual sign-in to visitors.
  • Keep the device on a stable stand and prevent other apps from appearing during sign-in.
  • Check submitted contacts periodically from your phone or tablet.

Team use

  • Assign one person to greet visitors and another to qualify leads if the showing is busy.
  • Use consistent tags so the team can prioritize follow-up after the event.
  • Sync before exporting or preparing reports.
Web

Use the web app for setup, team management, reporting, and deeper review.

Workspace setup

  • Go to app.havnre.app and sign in with your approved account.
  • Review agency details, team members, roles, and billing before inviting more users.
  • Create properties with complete public and private details so mobile workflows stay fast.

Operations

  • Schedule openings, review visitor lists, update lead stages, and prepare follow-up queues.
  • Use web for longer notes, seller reports, exports, and quality checks.
  • Keep property and contact data clean so reports remain accurate.

Security

  • Use individual accounts instead of shared logins.
  • Remove team members who no longer need access.
  • Do not store payment card data, government IDs, or unrelated sensitive data in notes.

Support

Support

For account help, onboarding questions, data requests, or reporting issues, contact HAVN support. Include your workspace, device type, app version, and a short description of what happened.

[email protected]