Self Install Guide

• iOS: Homebase Mobile Manager App

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• Android: Homebase Mobile Manager�

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• iOS Engage By Allegion App

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• Android: Engage By Allegion App

What you will need:

Getting started

📱 Apps to download

🧰 Tools you’ll need

• Screwdriver�
• Level

Physical installation guide�BE/FE�

Schlage Install Guide - BE

Additional references

Getting started

Physical installation guide�NDE�

Schlage Install Guide - NDE

Commissioning locks

BE/FE

Engage Onboarding for Schlage BE/FE locks

Allegion

📱 Sign in to the Engage App

🔎 Locate your lock

1. Tap on the plus sign. Fig. 1
2. Select the “Control Lock” Option Fig. 2
3. Search for your lock Fig 3�

• Using the credentials Provided (or Mobile Manager - Installer see Slide xx).
• Locate the site the locks will be installed at under “Sites” select your site.
• Then navigate to the Device tab

🔒 Factory Reset the Lock

1. Remove one battery from lock (unscrew backplate to access)
2. wait 5-10 seconds
3. Replace battery
4. Wait for beep
5. Turn deadbolt twice.
6. (2) short beeps and (1) long beep means success!

Step 1

Step 2

Step 3

Not seeing credentials you need or need help logging in? Please see Troubleshooting for more info!

Locate your lock

Step 3: Fig. 1-4

⭐️ Pro Tip:

If it takes a while for the lock to pull up… stay calm. Just keep refreshing and/or reset the lock again.

Fig. 1

Fig. 2

Fig. 3

Locate your lock

Step 3: Fig. 1-4

Fig. 4

A list will populate if multiple devices are in range select/tap on the lock that matches your lock’s serial number, which can be found on the sticker stuck to your lock’s front plate. Fig. 4

🔎 Locate your lock

Step 3

Configuring the lock

Fig. 5-9

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🚂 Onboarding your lock to

Engage site (Configuring)

• Once selected the lock with then begin to connect to the app. Fig. 5 �
• Once successful it will then ask you if the physical lock is blinking. �Tap yes! Fig.6�
• Then Name the device Fig. 7�
• Configuration will begin here this is an autonomous step. Fig. 8�
• Once complete hit finish! Fig. 9

Fig. 5

Fig. 6

Configuring the lock

Fig. 5-9

⭐️ Pro Tip:

When naming the device, be sure to name this according to what your residents will recognize this as so if their lease says Loft 201 or Apt 201 or Unit 201

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This will ensure it matches and is easier for you to find later!

Fig. 7

Configuring the lock

Fig. 5-9

Time to head to the Homebase App!

Fig. 8

Fig. 9

Remember:

Once complete hit finish!

Homebase Onboarding

HB

Open Installer in Mobile Manager App

1. Grab the login credentials you set up for your Community Manager and open the App!

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1. Log in! �
2. Navigate to the �More tab.�
3. Then tap on the version number 10 times. Fig.10�
4. Installer will be visible tap on it! Fig. 11

Tap 10 Times

Fig. 10

Fig. 11

More tab

Homebase Onboarding

HB

Time to Onboard!

1. Navigate to the desired space should be the same as your lock that you named. Fig. 12�
2. Tap on Add Device Fig. 13�
3. Under locks tap on Allegion �Fig. 14

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Fig. 12

Fig. 13

Fig. 14

Homebase Onboarding

HB

Time to Onboard!

1. Tap Yes-Scan for lock Fig.15�
2. List of locks will start to populate ensure your lock name pops up AND the serial numbers match what you put in Engage. Fig. 16�
3. Then Tap Save! �Fig. 17

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Fig. 15

Fig. 16

Fig. 17

Homebase Onboarding

HB

✅ Done!

Device added successfully. Tap Dismiss, and put Homebase in the background.

Fig. 18

Time to head back to the Engage App!

Update Firmware

Fig. 19-25

✅ Best practices

• Open Engage�
• Navigate to devices Fig. 19 �
• Ensure the Unit device you want to use is bolded in black. Fig. 20 �
• Then tap on it!

Fig. 19

Fig. 20

Update Firmware

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HB

Fig. 19-25

Fig. 21

Fig. 22

Fig. 23

✅ Best practices

• Notice the bottom bar says connecting to device… Fig. 21�
• Wait for it to say connected. And tap on Update Firmware. Fig.22�
• Then Tap on Update Fig. 23

Homebase Onboarding

HB

Time to head to the Homebase App!

✅ Done!

Wait for update to complete. Tap finish and close out of the app.

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📝 Note:

The physical lock is still updating after this initial process is done in the App when complete the lock will beep!

Fig. 25

Fig. 24

Perform Lock Maintenance

HB

Lock Maintenance

1. Select/Tap your space you have the device under. Fig. 26�
2. Navigate to the Key fobs and Updates tab. Fig. 27�
3. Tap on Perform lock Maintenance Fig. 28�
4. It will start syncing with �the lock sit tight!

Devices Tab

Fig. 26

Fig. 27

Fig. 28

Open the HB App again and navigate to the Devices tab.

Perform Lock Maintenance

HB

✅ Done!

Your access has been updated and you’re ready to test.

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⭐️ Pro Tip:

If you are experiencing long wait times onsite…

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Stay Calm.

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This could be due to the number of Fobs that are being loaded onto this lock and everything is gonna be ok.

Not seeing Access Updated? Please see Troubleshooting for more info!

Test updates

HB

You can now engage the lock!

🚨 Be sure to test with the Homebase app AND any assigned key fobs!

A

B

C

D

Not seeing that last screen on image D? Please see Troubleshooting for more info!

Commissioning locks

NDE

Engage Onboarding for NDE

Allegion

📱 Sign-in to Engage

🔎 Locate your lock

1. Tap on the plus sign. Fig. 1n �
2. Select the “NDE” �Option Fig. 2n �
3. Select “Default Settings” Fig 3n

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1. Turn handle you’ll hear a beep Fig. 4n �
2. A window will pop up for you to be able select the lock you want to commission Fig. 5n �
3. Be sure to match the serial number between what you see in app and on the physical lock itself! Fig. 6n

• Using the credentials Provided (or Mobile Manager - Installer see Slide xx).
• Locate the site the locks will be installed at under “Sites” select your site.
• Then navigate to the Device tab

🔒 Factory Reset the Lock (FDR)

1. Remove one battery
2. wait 5-10 seconds
3. Replace battery
4. Using the provided pin hold down the reset button for 7 seconds until you hear the beeps
5. Turn the backside handle 3 times every time you turn the handle it will beep on the third beep you will hear:
6. 2 beeps and one long beep means success!

Step 1

Step 2

Step 3

Not seeing credentials you need or need help logging in? Please see Troubleshooting for more info!

Locate your lock

Fig. 1-4

Fig. 1n

Fig. 2n

Fig. 3n

Locate your lock

Fig. 1-4

Fig. 4n

Fig. 5n

Fig. 6n

⭐️ Pro Tip:

If it takes a while for the lock to pull up… stay calm. Just keep refreshing and or reset the lock again.

Locate your lock

Fig. 1-4

🚂 Onboarding your lock to

Engage site (Configuring)

• Once selected the lock with then begin to connect to the app. Once successful it will then ask you if the physical lock is blinking. �Tap yes! Fig.7n�
• Then Name the device Fig. 8n�
• Configuration will begin here this is an autonomous step. Fig. 9n�
• Once complete hit finish! Fig. 10n

Fig. 7n

⭐️ Pro Tip: Skip when it asks you to connect to WIFI.

Fig. 8n

Locate your lock

Fig. 1-4

Fig. 9n

Fig. 10n

🚂 Onboarding your lock to

Engage site (Configuring)

​

• Configuration will begin here this is an autonomous step. Fig. 9n�
• Once complete hit finish! Fig. 10n

Time to head to the Homebase App!

Homebase Onboarding

HB

Open Installer in Mobile Manager App

1. Grab the login credentials you set up for your Community Manager and open the App!

​

1. Log in! �
2. Navigate to the �More tab.�
3. Then tap on the version number 10 times. Fig.10�
4. Installer will be visible tap on it! Fig. 11

Tap 10 Times

Fig. 10

Fig. 11

More tab

Homebase Onboarding

HB

Time to Onboard!

1. Navigate to the desired space should be the same as your lock that you named. Fig. 12�
2. Tap on Add Device Fig. 13�
3. Under locks tap on Allegion �Fig. 14

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Fig. 12

Fig. 13

Fig. 14

Homebase Onboarding

HB

Time to Onboard!

1. Tap Yes-Scan for lock Fig.15�
2. List of locks will start to populate ensure your lock name pops up AND the serial numbers match what you put in Engage. Fig. 16�
3. Then Tap Save! �Fig. 17

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Fig. 15

Fig. 16

Fig. 17

Homebase Onboarding

HB

✅ Done!

Device added successfully. Tap Dismiss, and put Homebase in the background.

Fig. 18

Time to head back to the Engage App!

Update Firmware

Fig. 19-25

Updating Firmware

• Open Engage�
• Navigate to devices Fig. 19 �
• Ensure the Unit device you want to use is bolded in black. Fig. 20 �
• Then tap on it!

Fig. 19

Fig. 20

Update Firmware

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HB

Fig. 19-25

Fig. 21

Fig. 22

Fig. 23

Updating Firmware

• Notice the bottom bar says connecting to device… Fig. 21�
• Wait for it to say connected. And tap on Update Firmware. Fig.22�
• Then Tap on Update Fig. 23

Homebase Onboarding

HB

Time to head to the Homebase App!

✅ Done!

Wait for update to complete. Tap finish and close out of the app.

​

📝 Note:

The physical lock is still updating after this initial process is done in the App when complete the lock will beep!

Fig. 25

Fig. 24

Perform Lock Maintenance

HB

Lock Maintenance

1. Select/Tap your space you have the device under. Fig. 26�
2. Navigate to the Key fobs and Updates tab. Fig. 27�
3. Tap on Perform lock Maintenance Fig. 28�
4. It will start syncing with �the lock sit tight!

Devices Tab

Fig. 26

Fig. 27

Fig. 28

Open the HB App and navigate to the Devices tab.

Perform Lock Maintenance

HB

✅ Done!

Your access has been updated and you’re ready to test.

​

​

⭐️ Pro Tip:

If you are experiencing long wait times onsite…

​

Stay Calm.

​

This could be due to the number of Fobs that are being loaded onto this lock and everything is gonna be ok.

Not seeing Access Updated? Please see Troubleshooting for more info!

Test updates

HB

You can now engage the lock!

🚨 Be sure to test with the Homebase app AND any assigned key fobs!

A

B

C

D

Not seeing that last screen on image D? Please see Troubleshooting for more info!

What to do if...

Troubleshooting

I don’t see my invite to the app or credentials I need?

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Contact Homebase Support they can assist with getting you back on track with login issues and missing credentials!

The lock I just Installed is not responding to the app or �the fob what do I do now?

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Ensure your device is running the latest version of its software and you have Bluetooth on.

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As a last resort delete the lock you are having issues with from the Engage App and then perform another Factory Reset (FDR) as described in Step 1 found here. And repeat the Onboarding process for just the engage portion from slide 6 through slide 10. Then try Performing Lock Maintenance again or engaging the lock to unlock it!

The lock I just installed won’t complete the ‘Perform Lock Maintenance’ step?

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In this instance the solution is again deleting the lock you are having issues with from the Engage App and then perform another Factory Reset (FDR) as described in Step 1 found here. And repeat the Onboarding process for just the engage portion from slide 6 through slide 10. Then try Performing Lock Maintenance again or engaging the lock to unlock it!

Pro Tip ✨

After resetting an NDE or LE Lock wait 30 seconds for the lock to power on and this has proven to assist with the onboarding process to avoid needing to repeat resetting the NDE or LE.

✅ GREAT JOB!