We have a recorded webinar that you can watch, this is the best way to learn how to use Kleard. Send us an email and we can send you the video link: support@kleard.com
What is Kleard and how does it work?
Kleard is an app for open houses and showings that uses real-time verification for buyers for increased safety and productivity. Because the information is verified, you can follow-up more effectively with buyers with the built-in follow-up tools. There's also a marketplace to share open house and showing opportunities, automated marketing, and many other features to help you grow your business.
How do I create an account with Kleard?
Simply download Kleard on your mobile device to create a free account or you can sign up on web (links below). If you're with Miami Realtors, you can log in with your Clareity credentials.
Kleard for iOS: Click here to download the app (iPhone or iPad)
Kleard for Android: Click here to download the app (Android phone or tablet)
Web: https://dashboard.kleard.com/login
Where can I access video tutorials for Android and iOS?
To see our video tutorials, simply tap your profile photo on the upper right side of the app, then tap Tutorials.
Where can I access video tutorials for the Web App?
Check out our tutorial videos here (you must log in first): https://dashboard.kleard.com/tutorials
What is Kleard On-Demand?
Kleard On-Demand is a marketplace that allows agents to post open houses and showings so other agents can fill in to cover. Currently, agents send emails asking for coverage, Kleard On-Demand makes this process much easier and effective while still including all safety and productivity features you expect from Kleard. You can see a video here: https://youtu.be/l0WNYeReTtk
How do I add an open house or showing on an Android device?
Tap either the Showings or Open Houses tab then tap the + button, search the address, tap "Add". You can add your own property photo by tapping the stock blue house picture. * If you want to add the home for both an open house and showing, make sure both options are enabled on that page. *
How do I add an open house or showing on an iPhone or iPad?
Tap either the Showings or Open Houses tab then tap the + button, search the address, tap "Use" on the upper right. You can add your own property photo by tapping the stock blue house picture. * If you want to add the home for both an open house and showing, make sure both options are enabled on that page. *
How do I add an open house or showing on the Web App?
On the website, hover over the House Management tab and click Add House. If you want to add the home for both an open house and showing, make sure both boxes are checked on that page.
How do I start an Open House on Android, iOS, and Web (laptops)?
Select the house from the Open Houses tab, then tap Start Open House. For web (laptops), you'll see a list of houses on the House Management tab. Just tap Start Open House next to the house you prefer.
How do I start an Showing on Android, iOS, and Web (laptops)?
You cannot start a showing on web, only on iOS and Android. From your mobile app, select the house from the Showings tab, then tap Start Showing.
How does the verification work?
Kleard verifies that the cell phone number the buyer has is linked to them and is in their possession at the time of the showing or open house by sending them an SMS verification code. That code is entered into Kleard by the agent at a showing. At an open house the visitor enters it in on their own. The email address is verified in the background without the need for a verification code to be entered.
This is important so that you know you're getting correct info, which is important for safety and productivity/follow-up purposes.
What about brokerage accounts?
As a brokerage, we can create an account to link your agents. This will allow you the ability to see agent activity in case an emergency ever were to occur. The brokerage account doesn't allow mobile app access, the brokerage account is strictly to add and remove agents in their office and to see agent activity for safety purposes in case a crime were ever to occur.
Do you offer team accounts?
Yes, please contact us to get that set up.
How much does Kleard cost and what features are included?
You can use Kleard for free or upgrade to Kleard Pro to unlock all features and get unlimited access. Click here to see pricing and all features: https://www.kleard.com/pricing.html
How do I log into my web account?
To log in, please click this link: https://dashboard.kleard.com/login
How do I change my password?
On the mobile or web app, tap the profile photo on the upper right > click ‘Profile’ > ‘Change Password’
How do I change my profile photo?
Tap on round photo the upper right (will be gray if no photo is uploaded yet), click ‘Profile’ > ‘Change Profile Photo’ or ‘Upload’ > then after you're done cropping the photo, click Save Changes/Save.
How do I export my leads? (only works on web)
To export your leads, navigate to this link: https://dashboard.kleard.com/login then tap Leads Management > Actions > Export
How do I import leads?
If you're using Kleard on your phone then you can import your leads by going to the Leads tab > All Leads > Import Contacts. On the web app ( https://dashboard.kleard.com/login ), you would tap Leads Management > Actions > Import.
Kleard shows a red dot next to the buyer’s email address, why is that?
If the email is incorrect, it will still register the visitor and allow them to get Kleard, but it will show on their info record that the email address is incorrect. You'll know this because there will be a red dot next to the email address. When there is a green dot that means that piece of info was verified. We have nearly 100% email address verification accuracy but there are times when certain email address domains for real estate companies or smaller lesser known company email accounts will not be able to be verified. This is not common though.
Do you send my leads to other real estate agents?
No, the buyers who sign in at your open house/showing go into your Kleard database. However, if a buyer visits 4 open houses and each agent uses Kleard, then each agent will a record of that buyer signing in.
I noticed a pop-up asking if the buyer wants to get pre-approved. What is that?
If a buyer is not pre-approved and wants help getting pre-approved then Kleard can help them get in a touch with a lender we're partnered with. If you're on a paid Kleard plan, then this lender question will not appear. This pop-up question will display to buyers at open houses only if they say they're not pre-approved, and if the agent is on a free plan or if their local real estate MLS/Association has a specific partnership with us.
I'm not seeing all buyers who signed in at my open house. Where can I find them?
To see all buyers who signed in at your open house, select the Open House, then tap History. Only buyers who are unrepresented go into the Leads tab, the History section shows all sign in activity for that open house.
Is Kleard only available in the U.S. and Canada?
Yes, currently Kleard is only available in the U.S. and Canada at the moment.
How can I personalize my emails and text messages that I send using Kleard?
The mail merge feature gives agents the ability to send personalized emails or text messages to their contacts, or those that came into an open house. The messages can be personalized with the recipient’s first name and your signature (you would set that up when creating a template on the Kleard Web App).
What if an open house visitor doesn’t have their cell phone?
You can bypass verification by tapping the Kleard logo on that screen. We do not recommend this option because it removes the safety layer related to verification. This is your call to make whether you would like the buyer to be given access to the open house.
How do I create an Email or SMS Template?
To create a template, you'll need to navigate to ( https://dashboard.kleard.com/login ) then tap on Template Management, then Add Email or SMS Template. Feel free to edit your message by adding a subject and you can also take advantage of the mail merge options. Mail merge allows you to click @FIRST_NAME for example so that when you send an email or SMS, everyone's first name will be added automatically to make it more personal.
Don't forget to create your signature and at the end of your message add the @SIGNATURE mail merge field. Please watch this tutorial on how to add a signature: https://dashboard.kleard.com/tutorials
How do I send emails and text messages on iOS or Android?
Tap the 'Leads' tab > tap 'All Leads' > 'Lead Options' > select the leads that you'd like to send an Email to. Tap 'Send SMS/Email' then choose your Email template > tap 'Send email to selected leads'. You may also add an attachment if you'd like.
How do I send emails on the Web App?
On the Web App, tap Leads Management > Select the leads you'd like to send an email to > Send Email > Select Template > Send
For SMS, tap the 'Leads' tab > tap either ‘All Leads’ or another group > 'Lead Options' > select the leads that you'd like to send an SMS to, or tap ‘Select All’. Tap 'Send SMS/Email' then choose your SMS template > select your template > tap on the lead’s name > tap send (you will need to tap on each lead's name on the list to send the mail-merged text messages.
How can I send SMS/Text Messages on the web app?
Sorry, but sending an SMS through the web app isn't possible. Please use Kleard on your mobile device for that functionality.
How do I get Kleard Signage/Signs?
We offer free Kleard signage, just pay shipping and handling. Kleard signs are very helpful for your open houses to make sign ins smoother and it's a big crime deterrent. You can get your free Kleard sign here: https://www.kleard.com/signage.html
Where is Kleard’s headquarters?
Kleard is based out of Seattle, WA.
Need additional assistance? If you have any other questions please feel free to contact us at support@kleard.com or you can chat with us on our website https://www.kleard.com/
What is Kleard and how does it work?
Kleard is an app for open houses and showings that uses real-time verification for buyers for increased safety and productivity. Because the information is verified, you can follow-up more effectively with buyers with the built-in follow-up tools. There's also a marketplace to share open house and showing opportunities, automated marketing, and many other features to help you grow your business.
How do I create an account with Kleard?
Simply download Kleard on your mobile device to create a free account or you can sign up on web (links below). If you're with Miami Realtors, you can log in with your Clareity credentials.
Kleard for iOS: Click here to download the app (iPhone or iPad)
Kleard for Android: Click here to download the app (Android phone or tablet)
Web: https://dashboard.kleard.com/login
Where can I access video tutorials for Android and iOS?
To see our video tutorials, simply tap your profile photo on the upper right side of the app, then tap Tutorials.
Where can I access video tutorials for the Web App?
Check out our tutorial videos here (you must log in first): https://dashboard.kleard.com/tutorials
What is Kleard On-Demand?
Kleard On-Demand is a marketplace that allows agents to post open houses and showings so other agents can fill in to cover. Currently, agents send emails asking for coverage, Kleard On-Demand makes this process much easier and effective while still including all safety and productivity features you expect from Kleard. You can see a video here: https://youtu.be/l0WNYeReTtk
How do I add an open house or showing on an Android device?
Tap either the Showings or Open Houses tab then tap the + button, search the address, tap "Add". You can add your own property photo by tapping the stock blue house picture. * If you want to add the home for both an open house and showing, make sure both options are enabled on that page. *
How do I add an open house or showing on an iPhone or iPad?
Tap either the Showings or Open Houses tab then tap the + button, search the address, tap "Use" on the upper right. You can add your own property photo by tapping the stock blue house picture. * If you want to add the home for both an open house and showing, make sure both options are enabled on that page. *
How do I add an open house or showing on the Web App?
On the website, hover over the House Management tab and click Add House. If you want to add the home for both an open house and showing, make sure both boxes are checked on that page.
How do I start an Open House on Android, iOS, and Web (laptops)?
Select the house from the Open Houses tab, then tap Start Open House. For web (laptops), you'll see a list of houses on the House Management tab. Just tap Start Open House next to the house you prefer.
How do I start an Showing on Android, iOS, and Web (laptops)?
You cannot start a showing on web, only on iOS and Android. From your mobile app, select the house from the Showings tab, then tap Start Showing.
How does the verification work?
Kleard verifies that the cell phone number the buyer has is linked to them and is in their possession at the time of the showing or open house by sending them an SMS verification code. That code is entered into Kleard by the agent at a showing. At an open house the visitor enters it in on their own. The email address is verified in the background without the need for a verification code to be entered.
This is important so that you know you're getting correct info, which is important for safety and productivity/follow-up purposes.
What about brokerage accounts?
As a brokerage, we can create an account to link your agents. This will allow you the ability to see agent activity in case an emergency ever were to occur. The brokerage account doesn't allow mobile app access, the brokerage account is strictly to add and remove agents in their office and to see agent activity for safety purposes in case a crime were ever to occur.
Do you offer team accounts?
Yes, please contact us to get that set up.
How much does Kleard cost and what features are included?
You can use Kleard for free or upgrade to Kleard Pro to unlock all features and get unlimited access. Click here to see pricing and all features: https://www.kleard.com/pricing.html
How do I log into my web account?
To log in, please click this link: https://dashboard.kleard.com/login
How do I change my password?
On the mobile or web app, tap the profile photo on the upper right > click ‘Profile’ > ‘Change Password’
How do I change my profile photo?
Tap on round photo the upper right (will be gray if no photo is uploaded yet), click ‘Profile’ > ‘Change Profile Photo’ or ‘Upload’ > then after you're done cropping the photo, click Save Changes/Save.
How do I export my leads? (only works on web)
To export your leads, navigate to this link: https://dashboard.kleard.com/login then tap Leads Management > Actions > Export
How do I import leads?
If you're using Kleard on your phone then you can import your leads by going to the Leads tab > All Leads > Import Contacts. On the web app ( https://dashboard.kleard.com/login ), you would tap Leads Management > Actions > Import.
Kleard shows a red dot next to the buyer’s email address, why is that?
If the email is incorrect, it will still register the visitor and allow them to get Kleard, but it will show on their info record that the email address is incorrect. You'll know this because there will be a red dot next to the email address. When there is a green dot that means that piece of info was verified. We have nearly 100% email address verification accuracy but there are times when certain email address domains for real estate companies or smaller lesser known company email accounts will not be able to be verified. This is not common though.
Do you send my leads to other real estate agents?
No, the buyers who sign in at your open house/showing go into your Kleard database. However, if a buyer visits 4 open houses and each agent uses Kleard, then each agent will a record of that buyer signing in.
I noticed a pop-up asking if the buyer wants to get pre-approved. What is that?
If a buyer is not pre-approved and wants help getting pre-approved then Kleard can help them get in a touch with a lender we're partnered with. If you're on a paid Kleard plan, then this lender question will not appear. This pop-up question will display to buyers at open houses only if they say they're not pre-approved, and if the agent is on a free plan or if their local real estate MLS/Association has a specific partnership with us.
I'm not seeing all buyers who signed in at my open house. Where can I find them?
To see all buyers who signed in at your open house, select the Open House, then tap History. Only buyers who are unrepresented go into the Leads tab, the History section shows all sign in activity for that open house.
Is Kleard only available in the U.S. and Canada?
Yes, currently Kleard is only available in the U.S. and Canada at the moment.
How can I personalize my emails and text messages that I send using Kleard?
The mail merge feature gives agents the ability to send personalized emails or text messages to their contacts, or those that came into an open house. The messages can be personalized with the recipient’s first name and your signature (you would set that up when creating a template on the Kleard Web App).
What if an open house visitor doesn’t have their cell phone?
You can bypass verification by tapping the Kleard logo on that screen. We do not recommend this option because it removes the safety layer related to verification. This is your call to make whether you would like the buyer to be given access to the open house.
How do I create an Email or SMS Template?
To create a template, you'll need to navigate to ( https://dashboard.kleard.com/login ) then tap on Template Management, then Add Email or SMS Template. Feel free to edit your message by adding a subject and you can also take advantage of the mail merge options. Mail merge allows you to click @FIRST_NAME for example so that when you send an email or SMS, everyone's first name will be added automatically to make it more personal.
Don't forget to create your signature and at the end of your message add the @SIGNATURE mail merge field. Please watch this tutorial on how to add a signature: https://dashboard.kleard.com/tutorials
How do I send emails and text messages on iOS or Android?
Tap the 'Leads' tab > tap 'All Leads' > 'Lead Options' > select the leads that you'd like to send an Email to. Tap 'Send SMS/Email' then choose your Email template > tap 'Send email to selected leads'. You may also add an attachment if you'd like.
How do I send emails on the Web App?
On the Web App, tap Leads Management > Select the leads you'd like to send an email to > Send Email > Select Template > Send
For SMS, tap the 'Leads' tab > tap either ‘All Leads’ or another group > 'Lead Options' > select the leads that you'd like to send an SMS to, or tap ‘Select All’. Tap 'Send SMS/Email' then choose your SMS template > select your template > tap on the lead’s name > tap send (you will need to tap on each lead's name on the list to send the mail-merged text messages.
How can I send SMS/Text Messages on the web app?
Sorry, but sending an SMS through the web app isn't possible. Please use Kleard on your mobile device for that functionality.
How do I get Kleard Signage/Signs?
We offer free Kleard signage, just pay shipping and handling. Kleard signs are very helpful for your open houses to make sign ins smoother and it's a big crime deterrent. You can get your free Kleard sign here: https://www.kleard.com/signage.html
Where is Kleard’s headquarters?
Kleard is based out of Seattle, WA.
Need additional assistance? If you have any other questions please feel free to contact us at support@kleard.com or you can chat with us on our website https://www.kleard.com/
