CAIN & COMPANY Agent Quick-Start Guide
Everything you need to be fully active on the Agent Portal — step by step.
8 steps · Takes about 20 minutes to complete · caincompany.net/agent-portal
CAIN
& Company Real Estate LLC
Step 1 of 8 — Your Profile
1
Upload Your Photo 5 min
Your headshot appears on your sidebar profile and your public agent page.
- Log in to the portal at caincompany.net/agent-portal
- In the left sidebar, find your name at the top. Click the grey avatar circle or the “+ Upload Photo” button underneath it.
- A file picker opens. Select a professional headshot from your computer (JPG or PNG, at least 400×400px).
- The photo loads instantly in the sidebar. It is also saved to your WordPress profile.
Photo tip: Use a clean background, professional attire, good lighting. Square or portrait crops work best. Your photo also appears on CainCompany.net listings and your agent bio page.
Step 2 of 8 — Your Listings
2
View & Search MLS Listings 2 min
Your live HAR MLS listings pull directly from the portal.
- In the left sidebar click MLS Quick Search — this opens the live HAR IDX search powered by your account (cid=512696).
- Click HAR Map Search to switch to the interactive map view showing all Houston metro listings sorted by newest.
- Both links open the full HAR search experience. You can search by zip code, neighborhood, price range, beds/baths, and more.
- Your own active listings are also shown in the Closings & Tasks section once you or your broker adds them as transactions.
To add a listing to your portal transactions: Click Closings & Tasks in the sidebar → click + New Transaction → enter the address, client name, MLS number, price, and status.
Step 3 of 8 — Closings & Contract Tasks
3
Manage Transactions & Closing Checklists 10 min
Track every contract deadline, task, and closing date in one place.
- Click Closings & Tasks in the left sidebar. You’ll see all your current transactions.
- Click any transaction row to expand it and see the full contract dates panel (Option Period, Survey Due, Financing Contingency, Closing Date) and the closing checklist.
- Click any checkbox on the checklist to mark a task complete. The progress bar updates automatically.
- At the bottom of each checklist, type in the “Add a task…” box and click Add to create your own custom task.
- Urgent deadlines (like Option Period expiration) show in red on the dashboard homepage so you never miss a date.
- Click + New Transaction at the top to add a new listing or buyer representation.
CDA reminder: Before every closing, make sure “Submit CDA to broker” is checked off. The CDA form link is always in the left sidebar under Commission Disbursement.
Step 4 of 8 — AI Assistant
4
Using the Cain AI Assistant 2 min
Your personal AI that knows company policy, CDA process, mortgage programs, and market data.
- Click AI Assistant in the sidebar, or click the red “Ask AI” button in the top bar from any page.
- Type your question in the text box at the bottom and press Enter or click Send.
- Use the quick chip buttons above the input for common questions: CDA process, mortgage estimates, IDX setup, contract deadlines, and more.
- The AI knows: 2026 Policy & Procedures, CDA submission steps, CainLending.com loan programs, HAR MLS setup, your current transaction deadlines, and Houston market info.
What to ask the AI
“How do I submit my CDA for closing?” ·
“Estimate the mortgage payment on a $425,000 home at 6.75%.” ·
“What does the 2026 Policy & Procedures say about advertising?” ·
“What are my urgent contract deadlines this week?” ·
“What loan programs does CainLending offer for first-time buyers?”
Step 5 of 8 — Calendar & Important Dates
5
Add Showings, Closings & Deadlines to Your Calendar 3 min
Personal calendar that saves to your agent profile — closings show in green, events in red.
- Click Calendar in the left sidebar.
- On the right side, fill in the Add Event or Task form: Title, Date, Time, and Type (Showing / Closing / Inspection / Contract Deadline / Builder Tour / Training / Task).
- Click + Add to Calendar. The event appears in the calendar grid immediately.
- Green dots on the calendar = Closings. Red dots = all other events and tasks.
- The Upcoming list on the right shows your next events in chronological order.
Contract dates auto-appear: When you add a transaction in Closings & Tasks with a closing date, that date automatically marks on your calendar as a green dot.
Step 6 of 8 — Documents & Files
6
Upload Contracts & Access Document Templates Setup
All contracts auto-route to Google Drive. TREC templates are always available.
- Click Documents in the left sidebar.
- To upload a contract or document, click the upload zone at the top (the dashed box that says “Upload Contract or Document”) or drag a file onto it.
- Files automatically route to your Google Drive transaction folder via Make.com automation.
- Click TREC Templates to access 2026 purchase agreement, listing agreement, and disclosure templates in Google Docs — all pre-formatted and ready to use.
- The red CDA banner at the top links directly to the Commission Disbursement Authorization form — use this before every closing.
CDA reminder: Submit your CDA at least 3 business days before closing so the broker can review and send to the title company. Late CDA = delayed commission.
Step 7 of 8 — Connect Your Accounts
7
Link Your External Tools Setup
Connect HAR, ShowingTime, Google Drive, and CainLending from the Quick Access sidebar.
- HAR.com MLS — Click “HAR.com MLS Portal” in the Quick Access section of the sidebar. Log in with your HAR member credentials. Your IDX feed is already linked via cid=512696.
- ShowingTime — Click “ShowingTime” in the Quick Access sidebar. Use your existing ShowingTime login. Contact broker to confirm you’re on the brokerage roster.
- Google Drive — Your transaction folder is already set up by the broker. Click “Documents” in the sidebar to access it. To link your personal folder: go to WP Admin → Users → Your Profile → paste your Google Drive folder URL.
- CainLending.com — Click “CainLending.com” in the Quick Access sidebar to refer buyers for pre-approval. Use the Mortgage Calculator in the AI Assistant panel to give clients quick estimates.
- Luxury Presence — Click “Luxury Presence” in the Quick Access sidebar to manage your CainCompany.net website profile, listings, and marketing campaigns.
Quick access links — always in the left sidebar
HAR.com MLS Portal · ShowingTime · CainLending.com · Luxury Presence · CainCompany.net
Step 8 of 8 — Policy, Onboarding & Help
8
Complete Your Onboarding & Read the 2026 P&P Required
All 10 onboarding steps must be complete to be fully active as an agent.
- Click Onboarding in the sidebar. You’ll see a checklist of 10 required steps with a progress bar.
- Steps 1–6 are typically completed by your broker. Steps 7–10 require your action: CDA form, read the 2026 P&P, upload your photo, and attend orientation.
- Click “View 2026 P&P Guide” in the left sidebar (or in the Documents panel) to open the full Policy & Procedures PDF. This is required reading.
- If you have a question about any policy, ask the AI Assistant — it has the full 2026 P&P in its knowledge base and can answer instantly.
Quick reference — key links
| Resource | Where to find it | URL |
|---|---|---|
| Agent Portal | Bookmark this | caincompany.net/agent-portal |
| CDA Step-by-Step | Sidebar → Commission Disbursement | caincompany.net/agent-sign-up/cda-step-by-step |
| CDA Form | Sidebar → CDA Authorization Form | caincompany.net/commission-disbursement-authorization |
| 2026 P&P Guide | Sidebar → 2026 Policy & Procedures | Google Drive PDF |
| HAR MLS | Sidebar → Quick Access | har.com |
| Mortgage Calc | AI Assistant panel → right side | cainlending.com |
