Welcome to Solto.

Getting started

Your workspace was created the moment you joined. Check your email for your login — then:

1. Go to app.gosolto.com and sign in with the email + temporary password we sent you.
2. Set a new password: click your name (bottom-left) → Profile → change your password and add a photo.
3. Take the tour — your left sidebar is your whole business: Contacts, Conversations, Opportunities (your pipelines), Calendars, Marketing and the Solto services menu.
4. Add your business info under Settings → Business Profile (name, address, timezone) — this is used on your emails, texts and documents.

Didn't get your login email? Check spam, then use “Forgot password” on the sign-in page — or reach out below.

Your phone number & texting

You get your own business phone number inside Solto for calls and texts — separate from your personal cell. Because U.S. carriers require every business texting number to be registered, there are two steps: get the number, then register it (A2P) so your texts actually deliver.

1 · Get your number

1. Go to Settings → Phone Numbers → Add Number.
2. Search by area code (e.g. 214, 469, 972 for DFW) and pick a local number.
3. Confirm — it's a small monthly cost billed to your account, and it's yours.

2 · Register it so texts deliver (A2P 10DLC)

This is a one-time carrier registration. It usually approves in 1–3 business days. Until it's approved, make calls and send email — hold texting.

1. Go to Settings → Phone Numbers → Trust Center (or “A2P / Regulatory”).
2. Register your Brand: enter your legal business name, address, and EIN. Sole proprietor with no EIN? Choose the Sole Proprietor path — it uses your name + cell for a one-time PIN.
3. Register a Campaign: pick “Customer Care / Mixed,” describe how you text clients (lead follow-up, appointment reminders), and paste 2–3 sample messages. Make sure your messages include your name + an opt-out line (“Reply STOP to opt out”).
4. Submit. You'll get an email when it's approved — then your texts send at full deliverability.

Why this matters: texting from an unregistered number gets silently blocked by carriers. The 10-minute registration is what makes your follow-up actually reach people. Stuck? Send us your brand/campaign screenshots below and we'll check them.

️ Email & templates

1. Send email from any contact: open the contact → Conversations → choose Email, write, send. Every reply threads right back here.
2. Connect your own sending address (recommended for deliverability): Settings → Email Services → connect your domain or Gmail/Outlook, and set your From name.
3. Use templates so you're not retyping: Marketing → Templates (or Emails → Templates). Duplicate one, make it yours, and insert it on any email with the template button.
4. Bulk / drip: tag a group of contacts and send a one-off broadcast, or drop them into a workflow for automated follow-up (ask us to help build one).

Deliverability tip: warm a new sending address slowly (start with a handful a day). Avoid link-heavy, all-caps, or “spammy” subject lines.

Your CRM & pipelines

Everything is a Contact; every deal is an Opportunity that moves through a Pipeline.

1. Add a contact manually, or let your lead forms / number capture them automatically.
2. Track a deal: open Opportunities, pick the pipeline (buyer, seller, renter, landlord…), and drag the card as the deal progresses — Showing → Rep Signed → Under Contract → Closed.
3. Log everything on the contact: notes, tasks, calls, texts and emails all live on the contact's timeline so nothing slips.
4. Never miss a follow-up: set tasks with due dates, or ask us to turn on automated reminders.

Documents, e-sign & your CDA

1. Send a document for signature: from a contact → Documents & Contracts → build or upload, add signature fields, send. You'll see when it's viewed and signed.
2. Store executed contracts on the contact so they're always at hand for that client.
3. Your CDA (Commission Disbursement Authorization): when a deal closes, request your CDA from the brokerage — we prepare and e-sign it so the title company can pay you. You'll find your signed CDAs under your Brokerage section.

Keep your own backup copy of anything you sign — we retain records, but a personal copy never hurts.

Concierge services — done for you

When you'd rather hand something off, the Solto team can do it for you. Request any of these from the Concierge / Services menu:

• Transaction Coordination (TC) — we manage your file from contract to close.
• Showings — need a property shown and can't make it? Request a showing agent.
• Marketing — flyers, social posts, signage and listing collateral.
• Lead generation — done-for-you ads and lead campaigns in your market.

Each request creates a service ticket and we'll confirm pricing before anything's charged.

Brokerage & getting paid

• You keep 100% of your commission — zero splits.
• Simple package pricing with GoSolto app access included.
• A small per-transaction fee applies at closing — see your membership agreement for the exact figure.
• How you get paid: at closing, we issue your CDA to the title company and you're paid directly.
• Switching your license to Solto? We send you the sponsorship paperwork; you file the change-of-sponsorship with TREC (we'll walk you through it).