Overview

Overview Getting started with Real Estate Deployment

Dashboard

Listings Leads and showings Lead routing Deals and pipeline Commissions Authority and records Operations, feeds, and alerts Team, tasks, and reports Store settings Roles and permissions External dashboards

Storefront

External storefronts

Integrations

How-to Guides

Publish a listing Route new leads Run a showing Write and counter an offer Close a deal Set up the team

API Reference

Data model GraphQL API Troubleshooting

Set up the team

Invite agents and set roles.

Roles

Edit roles at /dashboard/roles.

Invite

At /dashboard/platform/people invite a member with a membership role.

Teams and tasks

Assign teams and create tasks at /dashboard/platform/tasks.

Close a deal

Checklist, closing records, and commission.

Data model

The 44 lists and their relationships.

On this page

Teams and tasks