4 articles
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.
4 min read
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.
4 min read
Capturing Client Inquiries via Inbound Email Forwarding
Use your agency’s dedicated inbound email address to forward portal leads and thread client replies automatically.
4 min read
Completing the Agency Initial Onboarding Checklist
Follow the guided setup checklist to configure your brand, publish your first property, and launch your public site.
3 min read
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