MAX for Real Estate App is a new app from iHomefinder that allows you to manage leads and monitor their activity in real-time from your phone or tablet. Optima Leads is available to all Agent clients with a package level of Pro or above.

Downloading the App

Search "MAX for Real Estate App" in the Google Play store if you are an Android user or in the Apple store for use on Apple devices. 

Not available for use by members of REIN and Maine MLSs

Logging in to the App

1. When you first open the app, it will direct you to log in. 
2. Enter your iHomefinder username and password (what you use to access the Control Panel) in each field and press the login button to be directed to your account. 

Note(s): 

• You can tap the eye icon in the password field to reveal your password if needed.
• Tapping "Forget Password" in the bottom left will direct you to an account password recovery form. 

Consolidated Lead Activity Tab

The first icon tab in the MAX for Real Estate App will show you all activity from all of your leads in chronological order. You can scroll down to see the latest activities of your leads, including viewing listings on your site, clicking email links, creating accounts, and signing up for listing reports. 

• Tapping the lead's name will open up their details in the app.
• Tapping on the listing address or photo will open the URL to the listing in your browser app. 

Contacts/Leads Tab

The second icon tab in the MAX for Real Estate App allows you to review and search all of your lead contacts. Tapping on a contact's name will show you specific information on that contact. 

 Searching Contacts

All leads are listed in alphabetical order by their first name and can be filtered using the search bar at the top of the screen. 

To search for a contact, tap the field next to the magnifying glass to enter your search term. You can search contacts by their name or email address. 

Directly underneath the Search Bar, your four newest leads will appear as an icon with their name. You can tap on their icon to open up their details. 

 Adding a new Contact

1. To add a new contact, tap the blue "Add lead" icon in the upper right of the Contacts screen. 
2. Enter your contact's name, email, address information, and any notes on the next screen.
3. When you are finished, save the new contact by tapping the blue checkbox in the upper right-hand corner.

Reviewing Individual Leads

When you tap on a contact's name from the Lead Activity or Contacts screen, it will direct you to their contact details. 

Contacting a Lead

1. You can call or text them directly if you have a lead's phone number recorded in the app. 
2. To call, you can tap their phone number in the Details tab or the phone icon under their name.
3. To open up a text to their number, tap the "word balloon" icon under their name or to the right of their phone number. 
4. To email a lead, tap their email address in the Details tab or the mail icon under their name. 

 Editing a Contact's details

1. To edit an existing lead's details, navigate to their detail page and tap the blue 'edit' icon in the upper right. 
2. Save your changes by tapping the blue checkbox in the upper right. To revert your changes, tap the "x" icon in the upper left.

 Viewing a Lead's activity

To view an individual contact's lead activity, navigate to their Contact details page, and tap the "Activity" tab on the right. 

This will reveal the contact's lead activity in chronological order. 

Log out and Privacy Policy

To log out, tap the third icon in the app menu. The blue "Sign out" button will log you out of the app and direct you to the login screen.