Help Center Topics
Explore all documentation categories covering the internal agency portal and public client experiences.
Accounts, Login & Security
Sign in with email or single sign-on, configure two-factor authentication, pair mobile devices, and manage personal preferences.
Signing In with Email, Password, or Single Sign-On (SSO)
Learn how to access the WebProp agency portal using your work email, Google, Microsoft, or Facebook accounts, and how to link multiple login providers.
Two-Factor Authentication (2FA) and Backup Codes
Protect your portal account with TOTP authenticator apps and generate emergency recovery backup codes.
Pairing the Native Mobile App via QR Code
Sign in to the WebProp iOS and Android app instantly by scanning a pairing QR code from your desktop portal.
Managing Your Profile Photo, Language, and Portal Preferences
Upload your professional agent avatar and configure your preferred interface language and portal display settings.
Using the Agent and Agency Referral Program
Share your unique referral invitation link with other real estate professionals and track your referral rewards.
Agency Setup
Create and switch agencies, invite team members, complete the onboarding checklist, and configure inbound email forwarding.
Creating a Real Estate Agency and Switching Active Workspaces
Set up your company profile, brand identity, default currency, and switch between multiple real estate agencies from one account.
Inviting Real Estate Agents and Managing Team Members
Add agents to your agency workspace, assign primary and co-agents to listings, and manage user access.
Capturing Client Inquiries via Inbound Email Forwarding
Use your agency’s dedicated inbound email address to forward portal leads and thread client replies automatically.
Completing the Agency Initial Onboarding Checklist
Follow the guided setup checklist to configure your brand, publish your first property, and launch your public site.
Billing
Manage your subscription plan, user and property quotas, payment methods, and downloadable invoices.
Managing Plans, Subscriptions, and Invoices
View your active plan limits, upgrade your subscription via Stripe checkout, and download billing invoices.
Understanding Plan Quotas for Active Users and Published Properties
Learn how Starter, Pro, and Unlimited plan limits, and the free 30-day Pro plan trial, apply to your team seats and active property listings.
Updating Payment Methods and Managing Your Stripe Billing Portal
Change credit cards, update billing addresses, and manage automatic subscription renewals in the customer portal.
Downloading Invoices, Receipts, and Configuring Agency Tax Details
Access historical PDF invoices, verify payment statuses, and configure your agency tax identification number.
Property Inventory
Manage residential and commercial listings, lifecycle statuses, photo galleries, and PDF brochures.
Creating and Editing Property Listings in the Catalog
Add residential or commercial properties, configure pricing and deal terms, link owners, and plot map coordinates.
Property Lifecycle Statuses: From Draft to Published, Reserved, and Closed
Control listing visibility and transition properties across preparation, review, active publication, reservation, and closing.
Managing Property Photo Galleries, Ordering, and Copilot Images
Upload high-resolution listing photos, reorder the gallery, set featured cover images, and manage non-destructive image edits.
Generating PDF Brochures, Multilingual Translations, and Quality Scores
Download branded PDF property flyers, translate listings into multiple languages, and check definition quality scores.
Copilot AI
Extract property attributes from notes, generate optimized descriptions, analyze listing photos, and run Copilot Rank.
Using Copilot AI for Copy, Photo Analysis, and Copilot Rank
Accelerate listing creation with AI attribute extraction, persuasive description generation, photo quality analysis, and Copilot Rank.
AI Photo Analysis and Automated Listing Quality Audits
Use computer vision to inspect property photographs and run automated completeness audits before publishing.
Copilot Rank: Comparative Property Valuations
Estimate market value ranges for residential and commercial properties using Copilot Rank.
Extracting Property Attributes Automatically from Field Notes
Turn unstructured voice transcripts or inspection notes into structured rooms, surfaces, and amenities in one click.
Real Estate Developments
Publish multi-unit real estate developments, pre-sales, floor plans, and unit typologies.
Publishing New Real Estate Developments and Multi-Unit Projects
Create dedicated project pages for new builds, pre-sales, and residential complexes with galleries and downloadable documents.
Managing Development Unit Typologies, Floor Plans, and Availability
Define studio, 1-bedroom, 2-bedroom, or penthouse unit typologies inside each real estate development.
Managing Development Photo Galleries, Master Plans, and Project Brochures
Upload architectural renders, construction progress photos, and downloadable PDF master plans for real estate developments.
Capturing and Managing Investor Inquiries on New Developments
Receive buyer and investor requests from public development pages and route them into your CRM pipeline.
MLS Network
Establish partner agency connections, share listings in the collaborative MLS network, and download shared flyers.
Establishing Agency Partnerships in the Collaborative MLS Network
Connect with trusted partner brokerages to co-market properties and share commission opportunities.
Browsing the MLS Network Catalog and Generating White-Label Flyers
Search shared listings from other agencies and download co-branded PDF flyers for your buyers.
Configuring MLS Sharing Scopes and Inter-Agency Deal Terms
Choose whether a property is shared with the entire MLS network or partners only, and specify co-brokerage terms.
Managing MLS Partner Requests, Approvals, and Blocks
Review incoming agency partnership invitations, approve trusted collaborators, or reject and block unwanted requests.
CRM & Clients
Track buyers, sellers, tenants, and landlords across visual Kanban stages, requirements, automated matches, and appointments.
Managing CRM Clients: Buyers, Sellers, Tenants, and Landlords
Centralize your contacts by client type, commercial priority, lead source, assigned agent, and activity timeline.
Working with the Visual Kanban Pipeline and Deal Stages
Move leads across commercial stages from New Lead to Closed Won using the interactive drag-and-drop Kanban board.
Setting Client Search Criteria and Automatic Property Matching
Record buyer or tenant search requirements and immediately view matching properties from your inventory.
Proposing and Sending Automated Property Recommendations
Review system-generated client-property matches, dismiss unsuitable pairs, or bulk-send recommendations to buyers.
Scheduling Property Viewings and Managing Client Appointments
Book on-site or virtual property viewings, track confirmations, and mark completed or no-show appointments.
Managing the Inquiry Inbox and Property Messages
Triage incoming website and portal inquiries, mark messages as important or responded, and archive resolved threads.
Real Estate Portals
Connect the available portals, choose what goes out, understand each status and use the generic feed.
Connecting a real estate portal
How to turn on each portal from one screen, however it connects.
Portal statuses and what to do
What Connected, Disconnected and Check connection mean, and the one action that resolves each notice.
Choosing listings and contacts for a portal
Decide which listings go out to each portal and who receives its inquiries.
Generic feed in XML and JSON
A link any outside system can read, with a token you can rotate and a visit count.
Documents
Organize the central agency document vault, attach files per property, and share tokenized public document links.
Managing the Agency Document Vault and Public Share Links
Store property deeds, floor plans, and agency files in the central vault and control private vs. public document sharing.
Attaching Deeds, Floor Plans, and Certificates to Properties and Developments
Link legal dossiers, energy certificates, and architectural plans directly to individual properties or development projects.
Sharing Agency Documents Externally with Tokenized Public Links
Generate zero-login share URLs so clients and notaries can view or download specific documents securely.
Document Content Inspection, Categories, and Visibility Controls
Understand how WebProp validates uploaded files, prevents unsafe attachments, and enforces agency isolation.
Contracts & E-Signatures
Customize contract templates, generate merged documents, send zero-login electronic signature requests, and verify seals.
Creating and Versioning Real Estate Contract Templates
Build reusable templates for listing agreements, leases, and reservation contracts with starter templates and version control.
Generating and Previewing Contracts from Templates
Merge client, property, and agency data into a contract template to produce ready-to-sign legal documents.
Sending Electronic Signature Requests, Reminders, and Voidings
Create multi-signer signature requests, deliver invitations, send reminders, or void and reissue envelopes.
Zero-Login Electronic Signing Ceremony and Public Seal Verification
Learn how clients verify their identity via email code, sign contracts on any device, and verify sealed documents at /verify.
Website & Landing Pages
Customize your agency storefront, navigation menus, custom domain, modular CMS pages, and high-conversion campaign landings.
Customizing Your Public Agency Website, Templates, and Brand Colors
Select storefront templates, configure brand colors, and tailor how your public real estate website looks to visitors.
Connecting and Verifying a Custom Domain for Your Agency Site
Point your own domain name to your WebProp agency storefront and verify DNS records in one click.
Managing CMS Pages, Modular Content Blocks, and Translations
Build custom pages on your agency website using modular content blocks, reorder sections, and translate pages.
Configuring Website Navigation Menus and Campaign Landing Pages
Organize your storefront navigation links and launch targeted marketing landing pages for ad campaigns.
Analytics & Compliance
Review executive dashboards, calculate agent commission splits, audit activity logs, and generate encrypted data exports.
Executive Analytics Dashboard and Agent Commission Splits
Monitor portfolio performance, conversion funnels, and calculate or export agent commission splits.
Security Audit Logs, Data Health Reconciler, and Data Exports
Review immutable agency audit trails, verify data and media health, and download portable agency data exports.
Calculating and Exporting Agent Commission Splits
Track brokerage fee distributions across primary agents, co-agents, and the house agency, and export reports.
Using the Data Health Reconciler and Requesting Encrypted Data Exports
Run automated database and media integrity checks and generate complete agency data export archives.
Client Portals & Showings
Invite owners to submit properties via self-service links, confirm showing attendance, and send QR showing passes.
Owner Self-Service Property Submissions and QR Showing Passes
Invite property owners to submit listing details and photos without logging in, and issue QR showing passes for visitors.
Zero-Login Showing RSVP Confirmations and Cancellations
Allow prospective buyers and tenants to confirm or cancel property viewing appointments with one click.
Issuing and Scanning Digital QR Showing Passes on Site
Provide visitors with a mobile QR pass for property viewings and verify attendance on site using the mobile app scanner.
Sharing Interactive Property Shortlists and Collecting Buyer Feedback
Send curated property selection links to buyers and receive their interest ratings in real time.
Private Catalog
Share interactive recommendation shortlists, manage off-market private listings, VIP invitations, and confidential offers.
Interactive Buyer Shortlists, Private Listings, and Invite-Only Access
Share curated property shortlists, send tokenized private listing links, and manage invite-only catalog gates for VIP buyers.
Creating, Revoking, and Auditing VIP Buyer Invitations
Grant selected investors access to off-market private listings, monitor viewing activity, and revoke access anytime.
Sharing Tokenized Private Listing Links with Email Verification Codes
Protect individual off-market property links with one-time email verification codes before revealing confidential details.
Invite-Only Catalog Gate, Confidential Terms, and Submitting Private Offers
Guide VIP buyers through the /access gate, digital NDA acceptance at /private_terms, and online offer submission.
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