Agent guide

Agent getting started

Set up your workspace for portfolio-level operations and faster lead response.

Last updated 2026-02-13Back to Agent Help

First 60 minutes

  1. Validate profile and business presentation data.
  2. Audit active listings for quality and compliance.
  3. Define a shortlist of listings suitable for featured campaigns.
  4. Check referrals dashboard and baseline campaign setup.

Core navigation

  • `/home`: workspace snapshot, demand rails, and quick links.
  • `/dashboard/listings`: listing operations and publishing flow.
  • `/dashboard/referrals`: campaign/funnel tracking.
  • `/dashboard/saved-searches`: demand monitoring via followed searches.

Team operating model

  • Standardize listing QA before publish.
  • Track response SLA for enquiries.
  • Keep campaign notes for featured/request decisions.

Agent and landlord feature controls are shared, but agent workflows usually involve higher listing volume and tighter response operations.

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