Account Setup

This guide walks you through creating and configuring your Genesis Fortune account.

Creating Your Account

Option 1: Email Registration

1. Visit mygenesisfortune.com

2. Click "Sign Up"

3. Fill in the registration form:

   • Email address - Your primary contact email
   • Password - Must contain:
     • At least 8 characters
     • One uppercase letter
     • One lowercase letter
     • One number
     • One special character
   • Full Name - Your first and last name
   • Phone Number - For WhatsApp notifications (optional)

4. Click "Create Account"

5. Check your email for a verification link

6. Click the verification link to activate your account

Option 2: Google OAuth (Quick Sign-Up)

1. Visit mygenesisfortune.com
2. Click "Sign Up with Google"
3. Select your Google account
4. Grant necessary permissions
5. Your account is created instantly

Selecting Your Role

After email verification, you'll be prompted to select your role:

Choose One Primary Role:

• Property Seeker - I'm looking for property to rent or buy
• Real Estate Agent - I help people find and sell properties
• Landlord - I own and manage rental properties
• Tenant - I'm renting a property
• Property Seller - I'm selling a property
• Surveyor - I provide property inspection services

Note: Your role determines which features and dashboards you'll see. You can contact support to change your role later if needed.

Completing Your Profile

Depending on your selected role, complete the following information:

For Property Seekers

• Preferences:
  • Preferred property type (Apartment, House, Land)
  • Budget range
  • Preferred locations
  • Number of bedrooms/bathrooms

For Real Estate Agents

• Professional Information:
  • Agent license number
  • Years of experience
  • Service areas
  • Specializations (Residential, Commercial, Land)
  • Agency name (if applicable)
  • Professional bio
• Contact Details:
  • Business phone number
  • WhatsApp number (for client communication)
  • Office location
• Profile Photo: Upload a professional headshot

For Landlords

• Property Management Details:
  • Number of properties you manage
  • Preferred payment method (M-Pesa details)
  • Business registration (if applicable)
• Notification Preferences:
  • Enable rent reminder notifications
  • Choose notification channels
  • Set preferred contact method

For Tenants

This information is typically filled by your landlord. You'll receive an email to:

• Verify your account
• Set your password
• Review lease details

For Property Sellers

• Property Details:
  • Property location
  • Property type
  • Asking price range
• Contact Information:
  • Preferred contact method
  • Availability for property viewings

For Surveyors

• Professional Credentials:
  • Surveyor license/certification number
  • Years of experience
  • Specializations (Residential, Commercial, Land)
  • Service areas
  • Certifications (upload documents)
• Service Pricing:
  • Residential survey rates
  • Commercial survey rates
  • Land survey rates
• Portfolio:
  • Upload past survey reports (optional)
  • Professional references

Configuring Notification Settings

Customize how you receive notifications:

Email Notifications

• Lead Updates - New inquiries and messages
• Rent Reminders - Upcoming rent due dates (Landlords/Tenants)
• System Updates - Platform announcements
• Marketing - Optional promotional emails

WhatsApp Notifications (Premium)

1. Add your WhatsApp phone number
2. Verify the number via OTP
3. Choose which notifications to receive:
   • Lead notifications
   • Rent reminders
   • Payment confirmations
   • Maintenance updates

Push Notifications

Enable browser push notifications for:

• Real-time lead alerts
• Instant messages
• Payment confirmations
• System alerts

Setting Up Payment Methods

For Rent Payments (Tenants & Landlords)

M-Pesa Setup

1. Navigate to Settings → Payment Methods
2. Click "Add M-Pesa Account"
3. Enter:
   • M-Pesa phone number
   • Account name
   • Confirm with OTP
4. Click "Verify & Save"

For Subscription Payments

1. Navigate to Settings → Subscription
2. Choose a plan (Free, Basic, MyGF 1.3, MyGF 3.2)
3. Click "Upgrade"
4. Complete payment via M-Pesa
5. Subscription activates immediately

Configuring Feature Flags

Feature flags let you control which automated features are enabled.

Available Feature Flags:

AI Manager

• Enable/Disable: Turn AI automation on or off
• Automation Level: Low, Medium, High
• Use Case: Automated property management tasks

Rent Reminders (Landlords Only)

• Enable/Disable: Turn rent reminders on or off
• Channels: Email, WhatsApp, Push
• Schedule: 7/3/1 day intervals (default)
• Custom Message: Add personalized reminder text

Lead Scoring (Agents Only)

• Enable/Disable: Automatic lead scoring
• Auto Follow-up: Enable automated follow-up emails
• Follow-up Frequency: Every 6 hours (default)
• Score Threshold: Minimum score for auto follow-up (default: 60)

Maintenance AI (Landlords Only)

• Enable/Disable: AI-powered maintenance analysis
• Image Recognition: Analyze uploaded photos
• Priority Detection: Auto-assign priority levels

Financial Reports (Landlords Only)

• Auto-Generate: Automatic monthly reports
• AI Insights: Enable AI-powered recommendations
• Export Format: PDF, Excel, or both

AI Voice (Premium Feature)

• Enable/Disable: Voice-based AI interaction
• Language: Choose preferred language
• Note: Available on MyGF 3.2 plan only

How to Configure Feature Flags:

1. Go to Settings → Feature Flags
2. Toggle features on/off
3. Configure specific settings for each feature
4. Click "Save Changes"

Security Settings

Two-Factor Authentication (Coming Soon)

Currently not available, but planned for future releases.

Password Management

1. Go to Settings → Security
2. Click "Change Password"
3. Enter:
   • Current password
   • New password
   • Confirm new password
4. Click "Update Password"

Active Sessions

View and manage your active login sessions:

1. Go to Settings → Security → Active Sessions
2. See all devices where you're logged in
3. Click "Log Out" on unfamiliar sessions

Account Verification

Email Verification

Required for all accounts. Check your email inbox and click the verification link.

Phone Verification (Optional)

For WhatsApp notifications:

1. Go to Settings → Phone Verification
2. Enter your phone number
3. Click "Send Code"
4. Enter the 6-digit OTP received
5. Click "Verify"

Document Verification (For Professionals)

Agents, Surveyors, and Property Sellers may need to verify:

• Professional licenses
• Business registration
• Identity documents

To verify:

1. Go to Settings → Verification
2. Upload required documents
3. Wait for admin review (typically 24-48 hours)
4. Receive verification confirmation email

Usage Tracking Setup

Monitor your feature usage:

1. Go to Settings → Usage & Billing
2. View current plan limits:
   • AI searches used/remaining
   • Agent connections used/remaining
   • Current billing period
3. Set usage alerts:
   • Alert at 80% usage
   • Alert at 100% usage
4. Upgrade plan if needed

Troubleshooting Account Setup

Email Verification Not Received

• Check spam/junk folder
• Ensure email address is correct
• Click "Resend Verification Email"
• Wait 5 minutes between resends

Google OAuth Issues

• Ensure pop-ups are enabled in your browser
• Try incognito/private browsing mode
• Clear browser cache and cookies
• Use a different browser

Password Reset

If you forget your password:

1. Click "Forgot Password?" on login page
2. Enter your email address
3. Check email for reset link
4. Click link and create new password
5. Link expires in 1 hour

Role Change Request

To change your primary role:

1. Email support@mygenesisfortune.com
2. Include:
   • Current role
   • Desired role
   • Reason for change
3. Support will process within 24 hours

Next Steps

Account setup complete! Now:

1. Follow the Quick Start Guide for your role
2. Explore your role's user guide for detailed features
3. Consider upgrading your plan for more features
4. Set up WhatsApp notifications for real-time alerts

Need help? Contact Support