Guides

Practical how-tos for everyday workflows. For a product tour, see Features.

Getting started

• Quick start guideWelcome tour, settings hub, prospecting, listings progression, import, and inbox.
• Importing your dataMigration from supported CRMs and file exports, upload, and import summary.
• Setting up your teamInvites, roles, and managing workspace members.
• Roles & permissionsAdmins, Branch Managers, Managers, and Agents — full feature access matrix.

Feature guides

• Deal progression & chain health8-stage pipeline, offers, nudges, attachments, audit log, and chain scores.
• Chain portal & sharingInvite solicitors, buyers & vendors to the portal, understand role permissions, and how milestones sync automatically between agencies.
• AI Inbox AgentInbox forwarding, suggested actions, offers, viewings, tasks, and audit trail.
• Buyer matchingApplicant profiles, Pre-Market matches, listing tabs, and Today's Tasks.
• Prospecting & valuationsPipeline Kanban, book valuations, history, win/loss, and Pre-Market handoff.
• Agency dashboardOverview, Daily/Weekly, Listing Health, Agent Performance, and Agency Performance — all five tabs explained.
• BranchesMulti-office workspaces on the Agency plan, Branch Manager role, and the dashboard branch filter.

Compliance

• Audit log & evidenceHow every action across listings, contacts, and properties is automatically tracked and why it matters.

Account

• Managing seatsInvite team members, set roles, and add extra seats when your team grows.
• Billing & plansPlan comparison, free trial, upgrading, cancelling, and invoices.

More guides will appear in the sidebar as we publish them.