Link your CoverGuard account with the person you're working with — a buyer or seller with their agent, lender, or insurance pro — so you can share the homes you're researching and message in one place.
Who this is for: Home buyers and sellers, and the agents, mortgage, and insurance professionals who work with them. Where: Account → Connections (/account?tab=connections) — and, for professionals, straight from any client record on your dashboard. Time: ~2 min.
New here? Do Getting started first (signup, terms, navigation).
Why this matters
When you're buying or selling, the homework happens in two places at once — you're looking at properties, and your agent is trying to help. A connection joins your two accounts so the work stays together: the homes you look at can flow to your professional's dashboard, and you can message each other without leaving CoverGuard. Either side can start it, and you decide what you share.
How to connect
Either person can send the invite — it works the same both directions.
- Go to Account → Connections (
/account?tab=connections). - Under Invite, enter the other person's email and an optional note.
- If you're a buyer or seller, choose whether to share your property activity (on by default — you can change it anytime).
- Send the invite. They get an email; if they don't have a CoverGuard account yet, it walks them through creating one with that email.
- The other person opens Account → Connections, reviews the request, and accepts (or declines). Once accepted, the connection is active for both of you.
Professionals: invite from anywhere you work with clients
You never need to retype an address for someone already in your client list. There are three places to send the invite, and all of them use the email already on file and tie the connection to that client, so their activity lands on the record you're already using:
- As you add them. Tick Invite them to connect on the add-client form. The client is saved either way — if the invitation can't go out, you'll be told that specifically, and you can invite them later.
- From the clients table. Each row has a link icon: click it to invite. The icon also tells you where that client stands — hover it for the wording (pending, connected, or ended).
- From the client record. Open the client and use Invite to connect at the top.
The record's strip shows you where things stand at a glance:
| What you see | What it means |
|---|---|
| Invite to connect | Not linked yet — one click sends the invitation. |
| Invitation pending | Sent; waiting for them to accept. |
| Connected | Linked. Also tells you whether they've turned activity sharing on, and opens your message thread. |
| Invite again | The connection ended (either side disconnected) — you can re-invite. |
What you'll see / What it means
- Buyers and sellers see their connected professionals, a per-connection "share my activity" switch, and the message thread. Turning sharing off immediately stops your activity from reaching them — the connection and messaging stay.
- Professionals see each connected client, whether that client turned sharing on, an Activity view of the homes they've viewed, saved, searched, and reported on, and the same message thread. If a client hasn't turned sharing on, the Activity view says so — nothing is shown until they opt in.
- Accepting a connection also links the client to your CoverGuard client list, so their record fills in as they work.
Your property activity is private until you choose to share it, and sharing is always reversible. Sharing is forward-only — a professional only sees what you do after you turn sharing on, never your history from before you connected. Turn it off and it stops immediately.
Tips
- Add a short note to your invite so the other person recognizes it right away.
- Professionals: ask your client to flip share activity on if the Activity view is empty — you can't see it until they do.
- You can hold connections with more than one professional (for example, an agent and a lender) at the same time.
Troubleshooting / Common questions
- "I invited someone but they didn't get it." → Check the email address, then ask them to open Account → Connections — a pending invite also shows up there once they sign in with the invited email.
- "The Activity view is empty." → The client hasn't turned on activity sharing yet, or hasn't looked at any properties. Ask them to enable it from their Connections settings.
- "I want to end a connection." → Open the connection and choose Disconnect. Either side can do this at any time.
Do this next
- Connect, then start researching homes together — see Property search.
- Understanding your current home & policies