The key is stored securely, shown only as a mask, used only to pull your listings, and can be removed at any time.

Live · CRM Integrations

Your CRM is the source of truth - we keep your listings in sync.

Q: Which CRMs are supported?

Agentbox and MRI Vault (VaultRE) are live. The Public REST API covers any other system.

Q: How do I connect my CRM?

First select InvestOrFirstHome as your integrator in the CRM (Agentbox Portal Exports, or VaultRE Third-Party Access token), then enter your agency ID or API key under Account > Manage Profile. If InvestOrFirstHome is not listed in your CRM, contact us.

Q: How often does it sync?

Agentbox feeds are processed on delivery plus a ~15-minute scheduled sweep; MRI Vault is pulled about every 15 minutes.

Q: What happens when a lot sells or is withdrawn in my CRM?

Sold/leased/settled in the CRM marks the lot Sold; withdrawn/off-market listings are unpublished automatically with history preserved.

Q: Can I take a single lot out of sync?

Yes - set the lot's CRM Integration to None in the lot editor to detach it from sync and manage it manually; switch it back any time to re-link.

Connect Agentbox or MRI Vault (VaultRE) once and your land listings stay up to date automatically — new stock appears, price changes flow through, and sold or withdrawn lots update themselves. No double entry, ever.

Connect your CRM See for developers

✓Agentbox · MRI Vault (VaultRE)✓Syncs ~every 15 minutes✓Sold & withdrawn handled automatically✓Public REST API for everything else

Live today

Set-and-forget listing sync

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Agentbox

Your agency's Agentbox feed flows straight into InvestOrFirstHome. Listings are matched to your account by your agency ID and processed the moment they arrive.

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MRI Vault (VaultRE)

Add your VaultRE API key and we pull your property list on a recurring schedule, reconciling every property onto your lots automatically.

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Full lifecycle sync

New listings are created, price and detail changes are updated, sold / leased / settled stock is marked Sold, and withdrawn listings are unpublished with history preserved.

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Smart lot matching

Incoming CRM properties are matched to existing lots by prior link, lot number and estate — so reconnecting or relisting never creates duplicates.

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Near real-time

Agentbox feeds are processed on delivery, with a scheduled sweep approximately every 15 minutes; MRI Vault is pulled on the same cadence.

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Public REST API

On a different system? Use our Public API to create, update and delete lots from your own CRM, scripts or AI agents.

Before you connect

One-time setup in your CRM: select InvestOrFirstHome as your integrator

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Agentbox setup

In Agentbox, go to My Office › Edit Details › Portal Exports and click Add Portal Feed, selecting InvestOrFirstHome as the portal/integrator (see the Agentbox portal exports guide). Once the feed is approved, enter your agency ID in our app and listings start flowing.

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MRI Vault (VaultRE) setup

In VaultRE, open Office Integrations › Third-Party Access from the left menu, choose InvestOrFirstHome from the dropdown and click Create Token (see the VaultRE API guide). Paste the generated token as your API key in our app.

Can't see InvestOrFirstHome listed as an integrator in your CRM? Contact us and we'll get your agency connected.

How it works

Connected in under a minute

Select us in your CRM

Add InvestOrFirstHome as your portal/integrator — Portal Exports in Agentbox, or Third-Party Access in VaultRE (see above).

Choose your integration

In Account › Manage Profile, select Agentbox or MRI Vault (one active at a time).

Enter your credentials

Your Agentbox agency ID, or your MRI Vault API key — stored securely and shown only as a mask.

We keep everything in sync

New lots, price changes, sold and withdrawn statuses flow through automatically. Disconnect any time.

FAQ

CRM integration questions

Which CRMs are supported?

Agentbox and MRI Vault (VaultRE) are live today. For any other system, our Public REST API lets you create, update and delete your lots programmatically. More CRM integrations are added based on demand — tell us yours.

How do I connect my CRM?

First, select InvestOrFirstHome as your integrator inside your CRM: in Agentbox via My Office › Edit Details › Portal Exports › Add Portal Feed (guide), or in VaultRE via Office Integrations › Third-Party Access › Create Token (guide). Then open Account › Manage Profile in our app, pick Agentbox or MRI Vault under Integrations, and enter your Agentbox agency ID or your MRI Vault API key. Sync runs automatically from then on; one integration can be active at a time. If InvestOrFirstHome isn't listed in your CRM, contact us.

How often does it sync?

Continuously. Agentbox listings are processed as soon as your agency's feed delivers them, with a scheduled sweep roughly every 15 minutes as a backstop. MRI Vault listings are pulled on the same ~15-minute schedule.

What happens when a lot sells or is withdrawn in my CRM?

Status changes flow through automatically: lots marked sold, leased or settled in your CRM are marked Sold on InvestOrFirstHome, and withdrawn or off-market listings are unpublished — with their history preserved so they come back cleanly if relisted.

Can I take a single lot out of sync?

Yes. Every lot has its own CRM Integration setting. Open the lot in the app and switch it to None - that lot is detached from your feed, future syncs won't touch it, and you can manage it fully manually (price, status, publish state). Switch it back to Agentbox or MRI Vault at any time to re-link it.

Is my API key safe?

Yes. Your MRI Vault API key is stored securely, is never displayed in full again after entry (only the last 4 characters are shown), and is used solely to pull your own listings from VaultRE. You can disconnect at any time from Manage Profile.

Stop updating listings twice

Connect Agentbox or MRI Vault today — or talk to us about integrating your CRM.

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