Tour the agency console
One place to run the agency: numbers, listings, clients, viewings and the team.
10 steps
- 1Step 1
Open the console#
On My Agencies, press Open console on the agency's card, or open the Agency console card on the agency's page. Every member can open it; what they see depends on their role.
- 2Step 2
Dashboard#
Today's viewings and what is waiting on you, four numbers for the last 30 days with their trend, the week ahead, and what clients keep saying about your listings.
- 3Step 3
Agency profile#
The agency's public page, editable in place: name, logo, cover, addresses, description and contacts — and the team, where owners and admins invite new members.
- 4Step 4
Client requests#
The client book: who is looking for what, their searches, and the listings that match them.
- 5Step 5
Listings#
Every listing the agency has, drafts included, with its views, saves and requests. Filter by status or agent, and book a viewing straight from a listing.
- 6Step 6
Viewings#
The calendar — by day, week or month — or a list. Book viewings, answer a colleague's request and record how each one went.
- 7Step 7
Members#
Each member's listings, clients, viewings and offers. Owners and admins change roles and remove members here.
- 8Step 8
Messages#
Your inbox, inside the console. Each person sees only their own conversations; there is no shared agency inbox.
- 9Step 9
Alerts#
Everything that needs someone: viewings waiting for an answer, listings about to expire, and listings sent back by review.
Related guides
Still stuck?
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