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.
All roles · 58 entries. Tools open existing workspaces; service briefs are working drafts. Planned capabilities are labelled below.
Business operations
10 results
Workspace tool · Agents / AgenciesFreeView toolClient book built for off-plan
Every client with their brief, matches, messages and shortlists.
Workspace tool · Agents / AgenciesFreeView toolTasks, diary and follow-up
Keep each client’s next action, scheduled tasks and follow-up steps together.
Workspace tool · Agents / AgenciesFreeView toolDeal checklist, documents and signatures
Keep enquiry, viewing, reservation and SPA milestones together with the documents for the deal.
Workspace tool · Agents / AgenciesFreeView toolDeal milestones and payment dates
Keep agreed payment dates with the client’s deal record.
Workspace tool · AgenciesTeam plan, freeView toolRoster, seats and the join code
Bring your agents in with one code and see who is active.
Workspace tool · AgenciesTeam plan, freeView toolPermits, licences and broker cards
Each agent's card and permit on the roster, with the renewal date.
Workspace tool · AgenciesPremiumView toolTeam deal administration
Keep your firm’s agreed deal terms with the team record.
Workspace tool · AgenciesPremiumView toolTeam scorecard and cost per closing
What each source and each agent costs per closing, month by month.
Workspace tool · AgenciesPremiumView toolEnquiry desk and response times
Every enquiry across the firm, with the time each one waited.
Workspace tool · AgenciesEnterpriseView toolAPI access and downloads
Your firm's data and the market data into your own systems.