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Day one
Open your account, set up your branch, record your first property and first client enquiry, and invite your team. A working office in an hour.
3 lessons · 15 min read
Start the course- 1 Opening the account, creating a branch and inviting the team Open the company account, define the first branch, invite your agents with the right role. 5 min read
- 2 Your first property record Quick entry on the My Listings screen, photos and documents on the property page, candidate listings in the Lead Pool. 5 min read
- 3 The first client enquiry and matching it to the portfolio Recording an enquiry on the Clients screen, the source field, automatic portfolio matching and the client file. 5 min read
Next course: In the field →