Creating Your Magnate360 Account
Sign up, verify your email, and complete the onboarding wizard in under 5 minutes.
Sign up at app.magnate360.com/signup with your email or Google account. After verifying your email, you'll go through a 5-step onboarding wizard:
Step 1 — Profile Setup Enter your name, phone number, brokerage, and license number. This information is used to auto-fill contract forms and compliance documents.
Step 2 — Import Contacts Upload a CSV from your previous CRM (Follow Up Boss, kvCORE, etc.) or add contacts manually. Magnate360 detects duplicates automatically and maps columns intelligently.
Step 3 — Business Details Set your service areas, property specialties, and preferred communication channels. This helps the AI agents personalize outreach.
Step 4 — MLS Connection Enter your MLS board and agent ID. This enables automatic listing data import and MLS remarks generation.
Step 5 — Complete Review your settings, seed sample data if you'd like to explore, and access your dashboard. A guided tour walks you through each feature.
After onboarding, you'll receive a 7-email welcome sequence over 12 days with tips for getting the most out of each AI agent.
More in Getting Started
Importing Contacts from Another CRM
Import contacts via CSV from Follow Up Boss, kvCORE, Sierra Interactive, or any CRM that exports CSV.
Creating Your First Listing
Add a property listing and walk through the 8-phase workflow from intake to MLS submission.
Understanding Your Dashboard
Navigate the dashboard, pipeline widget, today's priorities, and activity feed.
Keyboard Shortcuts and Command Palette
Navigate Magnate360 faster with Cmd+K search, keyboard shortcuts, and quick actions.
Using Magnate360 on Mobile
Access your CRM on iPhone or Android — responsive web app with full functionality.
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