How to Configure The Homeowner Dashboard (Juniper)

The Homeowner Dashboard is an essential part of the Juniper portal, providing homeowners with important information about their property and guidance on using the platform.

Step-by-Step Instructions:

Step 1: Navigate to the 'Homeowner-Onboarding' Tab

Access the Onboarding Section: Start by logging into your Juniper admin account and navigating to the 'Homeowner-Onboarding' tab.
Select Property: Choose the property for which you are configuring the homeowner dashboard.

Step 2: Add an Onboarding Title and Description

Onboarding Title: Enter a title for the onboarding dashboard. This is typically a simple heading like “Welcome to Your New Home” or “Homeowner Dashboard.”
Title: Add a secondary title to further describe the content or purpose of the dashboard (e.g., “Important information and helpful resources for new homeowners”). This title is for the individual tab or section within your dashboard. You can add multiple tabs to efficiently organize information for your homeowners.

Step 3: Upload an Embedded Video

Video Section: In the 'Video' section, you can embed a video to provide additional guidance for your homeowners. This can be an introduction video or a tutorial on how to navigate the portal.

Recommendation: Use the embedded video approach (such as YouTube or Vimeo links) instead of uploading MP4 files. Embedding videos ensures smoother playback and a better user experience.
- To embed a video, paste the video’s embed code in the Video section.

Step 4: Add a Summary and Text

Summary Section: The 'Summary' section allows you to add important text that will appear on the homeowner’s dashboard.
- Content: Provide a brief overview of the portal, including an introduction to the Juniper platform and its features. You can also include information about homeowner expectations, the move-in process, and how to use the portal (e.g., submitting warranty requests, reporting issues, etc.).
- Formatting: You can format the text in the summary section, including bold, italics, and bullet points, to make it easier for users to read and navigate.

Step 5: Choose Pre-Occupancy or Post-Occupancy Display

Under the 'Summary' section, you will see two toggle options:

Display for Pre-Occupancy: If this option is selected, the dashboard will be visible to all suites in statuses other than “Occupied” or “Completed” (e.g., suites in construction, unoccupied).
Display for Post-Occupancy: If this option is selected, the dashboard will only be visible to suites with the "Occupied" or "Completed" status. This is useful for homeowners who have already moved in.

Step 6: Managing Suite Status and Display Settings

Suite Status: Suite statuses can be updated directly within the suite details of a specific unit. To ensure the right suites have access to the dashboard, make sure the suite statuses are accurately updated to reflect whether they are pre-occupancy or post-occupancy.
Dual Dashboard Display: If you want to display different content for pre-occupancy and post-occupancy suites, you’ll need to create two separate dashboards. One dashboard will have the pre-occupancy toggle enabled, and the other will have the post-occupancy toggle enabled.

Step 7: Collecting Lawyer/Notary Information

You can use the dashboard to collect lawyer or notary contact details from homeowners by enabling the “Do you want the Homeowner to add a legal representation form?” option.

Turn on Form: Set this option to Yes if you wish to collect legal representation information. This form will appear on the homeowner’s dashboard, allowing them to add their lawyer or notary details.
Store Information: Once the homeowner submits their information, it will be stored in the Conveyance tab for future reference.

Step 8: Add Additional Information

At the bottom of the dashboard configuration page, you have the option to add several additional resources and tools for homeowners:

FAQs: Provide a list of frequently asked questions to help homeowners find answers to common queries quickly.
Checklists: Add checklists for moving, setting up utilities, or any other relevant tasks that homeowners need to complete.
Key Contacts: Include a list of important contacts (e.g., property management, maintenance team, emergency numbers, etc.).
Offers: Share any special offers or promotions, such as discounts on internet services or mortgage options, that homeowners may find useful.

Step 9: Save and Publish the Dashboard

Once you’ve configured all the relevant fields, reviewed the content, and added any necessary resources, click the Save button to store your changes. You can then publish the dashboard for your homeowners to view. We recommend saving as you go to prevent any lost data.

Step 10: Test

To preview the dashboard, you will need to login as a homeowner. Create a new account for yourself or login to an existing homeowner profile. Once you login, you will be automatically redirected to the dashboard. Ensure that you have the appropriate suite status and related toggle for ‘pre’ or ‘post occupancy’ dashboard selected.

Summary of Key Steps:

Navigate to the 'Homeowner-Onboarding' Tab and select the property.
Add the onboarding title and subtitle.
Upload an embedded video (use YouTube or Vimeo for a better experience).
Add a summary with a brief overview of the portal and homeowner expectations.
Set display options: Choose whether to display the dashboard for pre-occupancy or post-occupancy suites.
Enable the legal representation form if needed.
Add additional resources: FAQs, checklists, key contacts, and offers.
Save and publish the dashboard.

By following these steps, you will create a comprehensive, informative, and user-friendly homeowner dashboard within Juniper that guides residents through the portal and provides them with essential resources.

Questions? Email us at support@hellojuniper.co and we’ll be happy to help!