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Add the home your agent, lender or insurance professional sent you to your own CoverGuard account in a couple of taps, and come back to it whenever you like.
Who this is for: Home Buyers and Home Sellers who were sent a home by a professional. Where: the link in your invite email, or Shared with you on your dashboard (/dashboard). Time: ~2 min.
Why this matters
A professional shared a home with you because it matters to your search or your sale. Adding it to your account keeps it with your other properties, unlocks the full CoverGuard Record, and means you never have to find the email again.
Before you start
- The invite email, or a CoverGuard account with the email the invite was sent to.
How to open your shared home
From the invite email
- Open the email and select the link. You'll see the address, who shared it, their note, and whether the home can be insured.
- If you have an account, select Sign in, then Add to my properties.
- If you're new, select Create a free account:
- Enter your first and last name.
- Choose Buying or Selling. Nothing is picked for you, and Create account waits until you choose.
- Select Create account. We email the address the invite was sent to a link to set your password.
- Open that email and set your password.
- Review and accept our Terms of Service, Privacy Policy and NDA. Everyone does this once before using CoverGuard.
- We bring you straight back to the home, where you select Add to my properties.
From your dashboard
- Sign in and go to your dashboard.
- Under Shared with you, select the home.
- Select Add to my properties.
If you already have a confirmed account, your notifications (the bell) also show "<name> shared a property with you". Select it to open the home. A reminder from your professional brings the same notification back to the top. You don't get a second one.
What it means
- Your account uses the email the invite was sent to. That's why the sign-up shows it but doesn't let you change it.
- You accept the terms before you add the home. If you haven't yet, selecting Add to my properties takes you to review them first and then back to this home. If you already have, nothing changes.
- The free plan holds one saved property. If yours already holds a different home, you're asked to upgrade before you can add this one. Upgrade and it's added for you, as long as you've accepted the current terms. If our terms changed since you last accepted them, review and accept them, and the home is added for you then. You don't need to open the invite again. Or choose Not now and the invite waits until it expires.
- If you already have this home, adding it uses no extra space. You'll see Open, which takes you to it.
- This is an insurability assessment, not an offer of insurance. It isn't a quote and doesn't promise coverage or a price.
Tips
- Lost the email? Sign in and look under Shared with you. It lists every home still waiting for you.
- Invites stay open for 14 days. Your professional can send a fresh one any time.
Troubleshooting
| What you see | What it means | What to do |
|---|---|---|
| "Open your invite from the email" | This page needs the link from your email, on this device. | Open the email and select the link again. |
| "This invite has expired" | The 14 days passed. | Ask the professional to send it again. |
| "No longer available" | The professional withdrew it. | Ask them if you still need it. |
| "You already have an account" | An account already uses the invite's email. | Select Sign in. |
| "This invite changed" | Something about the invite changed while you were signing up, so no account was made. | Select Reload the invite to see where it stands. |
| "No answer yet" while creating your account | We didn't hear back in time, so the account may or may not exist. | Check your email for the password link first. If none arrives, select Try again. |
| You're asked to accept the terms after selecting Add | Your account hasn't accepted the current Terms, Privacy Policy and NDA yet. | Accept them. You come straight back to the home. |
| "This invite was sent to a different email" | You're signed in with another address. | Select Add to add it anyway, or Switch account. |
| "This shared home isn't waiting for you any more" | It was added, withdrawn or expired. | Check your dashboard for the homes still shared with you. |
| No password email | It can take a few minutes, or land in spam. | Use Forgot password with the invite's email to get a new link. |
Do this next
- Connecting with your agent or client: link your account with your professional to message in one place.
- Sharing a Record with a client: what your professional sees on their side.