AegisHow to create your account and use the partner portal.
Everything a realtor or an insurance broker needs to go from sign-up to a verified, branded workspace — and what each screen inside it is actually for.
Why this matters for you and your buyers
A documented home is a calmer client, and a calmer client remembers who gave them the tool.
What it does for your business
You stay in their life after closing
Instead of disappearing once the keys change hands, your name, photo and phone sit on a dashboard they open all year.
A closing gift they actually use
Mugs and wine get forgotten. A year of protection for the biggest purchase of their life gets opened, filled in and talked about.
Referrals come back to you
Past buyers send valuation questions and requests straight from their dashboard, so the next conversation starts warm rather than cold.
What it does for your clients
Peace of mind on day one
Their new home is documented room by room before anything goes wrong, instead of after.
Everything in one encrypted place
Photos, receipts, serial numbers, warranties and policy details live together and stay theirs alone.
A claim they can actually prove
If there is ever a fire, storm or theft, they hand the adjuster an organized packet rather than trying to remember what they owned.
What you can tell a client about their data
You are recommending somewhere for their photographs, receipts and policy documents to live. These are the exact commitments behind that recommendation — plain claims about what Aegis does today, with nothing borrowed from a third party.
- Encrypted vault
- Database-enforced access control
- Two-factor available
- Leaked-password screening
- Account activity trail
- We never sell your data
- 14-day money-back guarantee
These are our own statements about how Aegis works today — not a third-party seal. Check them yourself in the privacy policy, security practices and subprocessor list.
Realtor portal walkthrough
Sign-up, branding, the Verified Partner badge, and the co-branded banner your buyer sees on day one.
50 seconds · sound optional · the written steps below cover the same ground.
Keyboard: Space or K play and pause · ← → seek 5 seconds (hold Shift for 10) · C captions · M mute · Home and End jump to the start or end.
Get started in 4 steps
Setting up takes about ten minutes, and partner access is free. Here is the whole path from sign-up to handing a buyer their gift code.
- 1
Create your partner account
Use the email your clients already know you by. On the sign up tab, pick Real estate agent under account type — that single choice is what turns your account into a partner workspace instead of a homeowner vault. You can sign up with Google or with an email and password; either way you confirm you are 18 or older and accept the terms.
Where: Sign up tab → "I am a…" → Real estate agent
- 2
Set up your branding
Your branding is what buyers see, so do this before you hand out a single code. Upload a headshot and your brokerage logo, then fill in your name, brokerage, phone and contact email. The welcome message is the line that sits at the top of their dashboard all year — keep it personal and short. The preview on the realtor page shows exactly how it renders.
Where: Partner workspace → Your branding
- 3
Get verified
Enter your license number, the state that issued it and its expiration, then upload a photo of the license itself. Add your office address and confirm it with the code we send. Once both checks clear, a blue Verified Partner badge appears next to your name everywhere clients see you. Verification is reviewed on our side — you cannot mark yourself verified, which is exactly why the badge means something.
Where: Partner workspace → Verification
- 4
Order codes and hand them out
Pick a pack, check out, and your codes are minted against your branding immediately. Each code gives one buyer a full year of Aegis Pro — unlimited rooms and items, AI scanning, receipt capture and claim exports. Give the code at closing; the buyer redeems it at aegishome.life/redeem and your banner is on their dashboard from day one. Codes arrive auto-generated, and you can rename any unredeemed code to something personal like SMITH-REALTY-01. The Vouchers screen tracks which codes are still active and which have been redeemed.
Where: Partner workspace → Vouchers → Order pack
How the portal works
Four screens, and you will use two of them regularly. Partner access itself never costs anything.
Partner home
Your setup and your numbers at a glance
Branding, verification status and badge live here, alongside counts of codes issued, codes redeemed and open client requests. This is the screen to check when you want to know where things stand.
Vouchers
Buy, track and assign gift codes
Order packs, see every code you own, and note the client and property behind each one so you know who a code went to six months later. Active and redeemed codes are separated.
Clients and requests
Inbound work from past buyers
Every buyer who redeems your code is linked to you. When one asks for a home valuation or sends you a question from their dashboard, it lands here — a warm request from a past client, not a cold lead.
What you cannot see
Your clients' privacy, by design
You never see a client's items, values, photos, receipts or documents. Your banner sits on their dashboard; their vault stays theirs. They only share something when they deliberately send it to you.
Say it in one line
Getting a buyer signed up takes about fifteen seconds. Borrow whichever line fits the moment.
At the closing table
“Here's my closing gift — a year of Aegis, which documents everything in the house with photos and receipts so an insurance claim is never a memory test. Redeem the code and you'll see my details right on your dashboard.”
Follow-up text a week later
“Hope the unpacking is going okay! Don't forget to redeem the Aegis code I gave you — twenty minutes of photos now is what makes a claim painless later. Shout if you want help setting it up.”
For a buyer without a code
“Even the free Aegis account is worth starting — document the big-ticket items in your new place today, and you can upgrade whenever you're ready.”
Redeem link to share with buyers
https://aegishome.life/redeem
Your own branded invite link and your voucher codes appear in the Vouchers screen once you sign in.
Your clients stay in control: the vault is theirs, they choose what to share with you, and a free account works without a code.
Create your free partner accountWhat partners can and cannot see
You can see
- Which of your gift codes are active and which were redeemed
- Households that chose to link to you, and their contact details
- Coverage totals and gap flags a client opted to share with you
- Requests a client deliberately sends you from their dashboard
You can never see
- A client's item list, values, photos or serial numbers
- Receipts, appraisals or anything else in their document vault
- Their policy declarations page or other raw policy paperwork
- Anything at all from a household that has not linked to you
Partner questions
Still have a question?
Email support@aegishome.life or use the contact form — a person answers, and we can walk your office through setup on a call.