- Home – A working page, or action page for agents and admin.
- People – Contacts are entered, update and stored here. The main page of People displays a simple queue at the top of the page, or a “next up”, for teams to use along with a tracking of last contacts for your clients with reminders. This section includes a simple CRM (Client Relationship Manager).
- Properties – This section stores all transaction property addresses. Use the filters at the bottom to sort by the type of property. A convenient way to use this page is check the filters for Active, Coming Soon, and Coming (Listing not Signed). This presents your Listing business. N/A will show the other addresses that are stored in the system but not for sale.
- Transactions – The main page displays a list of current transactions plus open offers. Filters allow a look at closed properties and other statuses as desired with date ranges.
- Offer Assistant – A guided method to add buyer and seller offers to the WebApp.
- Checklists – One of several ways to view and update tasks due for transactions and coming listings.
- Reports – Many visual and printed reports are available here.
- Stats – Business statistics page with summary info for the User (or whoever is selected in the filter).
- Admin – Reserved for administrative authorized team members. Business details, members, user group functions, various list updating, and checklists can be managed here.