Property

What's included

The Property module covers the whole life of a listing and the people around it: the Enquiry Centre for incoming leads, a Properties list with full listing details, Viewings and Valuations booked straight onto your Calendar, Applicants matched against what's on the market, Keys tracking for who's holding what, and a Brochures editor that turns a listing into a polished PDF in minutes. It sits alongside the CRM module, sharing the same Contacts and Companies, so nothing needs entering twice.

The Enquiry Centre and your pipelines

Every new lead lands in the Enquiry Centre first, ready to be triaged, assigned, and either converted into a deal or closed out. Once converted, a deal moves through one of two pipelines depending on which side of the business it belongs to:

Sales pipeline: Enquiries → Converted to Lead → Viewings → Offers.

Properties pipeline: Enquiries → Contract signed → Listing → Offer.

Switch between the two from the tab at the top of the Pipeline board, and drag a deal into its next stage as it progresses. Reports break both pipelines down separately, so sales and lettings performance are never blended together.

Properties, viewings & valuations

1. Add a Property with its address, price, and photos, then publish it once it's ready
2. Book a Viewing or a Valuation straight from the property record - it appears on Calendar automatically, for the whole team or a specific agent
3. Log the outcome after the appointment, so the next step (an offer, a second viewing, a follow-up) is always clear from the property's own timeline

Applicants & Keys

Applicants records capture what a buyer or tenant is actually looking for - budget, area, must-haves - so you can match them against new listings as they come in rather than working from memory. Keys gives every set of keys a home: in the office or checked out, with who has them and when they're due back.

Brochures

The Brochure editor turns a property's photos, description, and key details into a branded, ready-to-send PDF - drag elements around a real canvas rather than filling in a rigid template, and the photo picker makes it easy to choose exactly which shots go where. Photos keep their true proportions in the finished PDF, matching what you see on screen while you're building it, so nothing looks stretched or cropped unexpectedly once it's exported.

Your email signature & campaigns

Set up your signature once from Signature in the Operations menu - your name, role, contact details, and a logo, in one of a few clean styles. From then on, every campaign email you send opens with a personal "Dear [First name]," and closes with your signature automatically, so each message reads as a real note from you without any extra typing per campaign.