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Workflow guidance for LAP Advisor 0.10.99. Tool access depends on your account and accepted invitations.
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How do I get started and ask my agent about concessions?
- Open Search homes. Add a home, then select it in Favorites.
- Open My Buying Plan. Enter what you know and choose Save privately. The Buying Plan Saved State section explains Save, Load and Delete.
- Open Loan & concessions. A seller credit is help with allowed closing costs; a price cut lowers the price. Follow the walkthrough, then choose your buyer’s agent, review the exact message and confirm before sending.
- If your agent is missing, choose Add agent. In My Team, create an invitation with their sign-in email. They must sign in and accept it. Buyer-agent email notices are requested by the current form; its pop-up tells you whether sending was confirmed. Ask the agent to check inbox and spam.
- For an invitation sent to you, open My Team, then Invitations sent to me. Choose Accept. Co-buyer invitations stay in LAP; no email is sent.
Successful saved entries and invitations show a confirmation pop-up. Choose OK to keep working. A failed request shows an error instead; check the current page before trying again.
Can a seller record appliance age and service history?
Private home details lets a verified account with a submitted seller dossier record room, appliance, utility, repair, builder and grounds statements. Known install years and service dates are optional. Record references remain unreviewed seller claims. You can optionally link your own current-dossier quarantined upload; this displays metadata only and does not verify the statement, open the file or invoke a scanner. Removed or unreadable links show unavailable. Prior encrypted versions are retained until account deletion. Changing the dossier freezes editing until you explicitly start fresh for the current dossier; older snapshots keep their recorded property address. Nothing is shared with buyers or used by an AI guide yet.
How do I prepare a seller dossier?
Use a verified LAP account to save a private draft at Seller dossier. Complete seller/contact/property details and your authority claim, then submit it for manual review. One dossier per account is supported. Saving edits returns a submission to draft; withdrawal removes it from the queue but retains records. A staff observation is not ownership certification, buyer sharing or entry permission. Encrypted quarantine intake requires separate operator setup; private scanning needs separate engine activation; inline viewing and sharing remain disabled.
Where do I go after signing in?
After sign-in, buyers go directly to the home buying workspace. My account remains available when you choose to open account tools. Agents land on My account and can open their work overview, briefings and registration. Use Refresh account access if you changed accounts in another tab. Returning focus does not rearrange navigation links. Links do not grant access; each tool checks your signed-in account.
What does Walk through do today?
Prepare an owned saved-home tour with basic facts, evidence questions and an in-page discussion checklist. Confirm the address in My homes before downloading a private copy. Discussed does not mean verified. Seller document viewing/sharing, 360 capture, AI dialogue, facial entry and bookings are planned, not connected.
Can I search by address or MLS number?
Use the property lookup in My homes with the address or MLS number and the requested location context, or supply a supported listing URL. A lookup attempts to find public source facts; it is not a complete home inventory search. Review the returned address and dated sources before applying anything.
How do I confirm an address and apply missing facts?
Open the listing preview and review the address. Select the address confirmation checkbox when it matches the intended home. Select the individual facts you reviewed, then choose Apply selected missing facts. Check the saved home and status message. If the preview expired, refresh the facts first. Do not confirm an address that does not match.
Do saved facts prove the property is safe or clear of liens?
No. Saved listing facts are dated snapshots and do not refresh automatically. County and geography coverage varies. A retained older result after a failed refresh remains older evidence. Missing records or zero results do not establish absence of risk. Title, liens, flooding and other material findings require appropriate source verification.
Are financing results loan offers?
Financing scenarios use supplied assumptions and are not loan approvals or lender quotes. Confirm rates, fees, eligibility and terms directly with the lender. Lender services can change; check dated supporting sources and revalidate before relying on a selection.
How do invitations and property messages work?
Accept the intended invitation from Team invitations using the invited account. Property messages use the accepted invitation and its access scope. Renewed or revoked invitations can change access. These are not group chat or automatic notifications. Agent access does not include buyer income, credit information or private financing scenarios.
Will LAP send event reminders?
The calendar saves your own manual events. You can export an ICS file for a receiving calendar; reminders depend on that calendar and its settings. LAP does not currently send calendar reminders.
What do registration and referral codes activate?
Agent registration records the required professional details. Eligible registrations receive a permanent code; some formats or collisions remain pending. A dated manual license review is an observation, not identity certification. Billing, referral attribution and payouts are not active. A code does not authorize payments.
How do briefings and follow-ups stay private?
Your work overview lists your accepted property invitations. Search covers eligible addresses; counts and progress filters apply to the loaded page. Briefings contain scoped property facts and due-diligence questions. Completed agent registrations can optionally add the agent’s submitted name and current agency to text or print copies. Attribution is off by default and is not license or identity verification. Your private follow-ups are excluded from briefing text and print copies. A saved current follow-up with a due date can be deliberately downloaded as an all-day calendar file. It uses a generic title unless you include the topic label; no property identifiers are included. Imported copies do not synchronize with later changes, and repeated imports may duplicate entries. Changed property facts require re-review; copies already downloaded cannot be recalled.
Can a manager mirror my whole account?
Current support access is a temporary read-only view of saved property facts. Authorize the specific request through the email link or its six-digit readback process only when you want assistance. Private notes, financial profiles and documents are excluded. You can revoke access and review recorded support activity. This is not unrestricted account mirroring.
How do I change the appearance or contact LAP?
Use the appearance control to choose light, dark or system appearance. Privacy & About explains current data practices and company contact information. Do not send passwords or private financial documents by email.
Can I upload seller property documents?
After operator setup, a submitted seller dossier can use private encrypted quarantine for up to ten PDF/PNG/JPEG records, five MiB each. Keep originals: private scanning and owner downloads require a real approved engine and separate activation. Inline viewing, sharing and AI use remain disabled. A failed upload may have a pending inventory entry; refresh before trying again.
How can I check a slow signed-in connection?
Open the connection check and select Run connection check. Copy the results for support; they contain only fixed paths, timing, status, version and request references. A successful check does not test every page or prove a timed-out save completed.
How do I manage newsletter consent and ratings?
Newsletter interest at registration is not a completed subscription. Confirm your newsletter preference using the verified-account workflow. You can unsubscribe from the newsletter page or an unsubscribe link in a newsletter email. Newsletter sending is not active yet. App ratings are private feedback and are not automatically published as testimonials.