Demo workspace · Account records are not connected; nothing is submitted.
Agent review
Services
Find a workspace tool, prepare a service brief or review a planned capability.
Agent catalogue · 43 entries. Tools open existing workspaces; service briefs are working drafts. Planned capabilities are labelled below.
Business operations
4 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.