Demo workspace · Account records are not connected; nothing is submitted.
Agency review
Services
Find a workspace tool, prepare a service brief or review a planned capability.
Agency catalogue · 53 entries. Tools open existing workspaces; service briefs are working drafts. Planned capabilities are labelled below.
Business operations
10 results
Workspace toolFreeView toolClient book built for off-plan
Every client with their brief, matches, messages and shortlists.
Workspace toolFreeView toolTasks, diary and follow-up
Keep each client’s next action, scheduled tasks and follow-up steps together.
Workspace toolFreeView toolDeal checklist, documents and signatures
Keep enquiry, viewing, reservation and SPA milestones together with the documents for the deal.
Workspace toolFreeView toolDeal milestones and payment dates
Keep agreed payment dates with the client’s deal record.
Workspace toolTeam plan, freeView toolRoster, seats and the join code
Bring your agents in with one code and see who is active.
Workspace toolTeam plan, freeView toolPermits, licences and broker cards
Each agent's card and permit on the roster, with the renewal date.
Workspace toolPremiumView toolTeam deal administration
Keep your firm’s agreed deal terms with the team record.
Workspace toolPremiumView toolTeam scorecard and cost per closing
What each source and each agent costs per closing, month by month.
Workspace toolPremiumView toolEnquiry desk and response times
Every enquiry across the firm, with the time each one waited.
Workspace toolEnterpriseView toolAPI access and downloads
Your firm's data and the market data into your own systems.