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Invite your clients

This guide explains how to connect with your clients on Anyone, ensuring a smooth and professional onboarding experience.

Updated this week

Before you begin

Ensure you have:

  • Completed your agent profile

  • Joined or created your agency on Anyone

  • Prepared a signed contract document for your client (PDF format recommended)

Send a client invitation

  1. Click + add listing or invite a client in the top right corner

  2. Select Invite your client (buyer/seller)

Choose client type

Select whether you're inviting a:

  • Buyer: Looking to purchase property

  • Seller: Looking to list property

Note: This selection cannot be changed later, so confirm the correct relationship type.

Representing a client as both buyer and seller?

If your client wants to both buy and sell property, you'll need to send two separate invitations:

  1. First, complete the invitation process selecting "buyer"

  2. Then send a second invitation selecting "seller"

Your client will need to accept both invitations to activate both relationships.

This ensures clear documentation and proper terms for each type of transaction.

Enter client details

  1. Enter your client's email address

  2. Verify the email is correct

  3. Click Next

Set your fee

Choose how you'll charge your client:

  • Fixed price: Enter the specific amount you'll charge

  • Commission: Enter the percentage rate

Upload your contract

  1. Upload your pre-signed contract document

  2. Check the box to confirm you've already signed it

  3. This document will be sent to your client for their signature

Review and send

Before finalizing:

  • Double-check the email address

  • Verify the client type (buyer/seller)

  • Confirm the fee is correct

Click Invite to send the invitation to your client. They will receive an email with an invitation to join Anyone. You will also receive a confirmation email.

Wait for the client to accept your invitation

When your client accepts the invitation, you'll receive an email and see the client appear in your communication center.

Next steps

After sending your invitation:

  • Get familiar with your communication center

  • Connect listings to your seller clients

Frequently asked questions

How many agents can represent one client?

Each client can have one agent for buying property and one agent for selling property. The same agent can serve as both the buying and selling agent for a client, or the client can work with different agents for each role.

Need help? Our agent support team is available to assist you with the client invitation process.

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