Manage properties, brokers and viewings
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Maintain property records, schedule viewings and review the supported pipeline.
Outcome
The property, client, broker and viewing records refer to the intended transaction.
Last reviewed
2026-09-12 · Operations
Before you begin
- A real-estate organization with the relevant dashboard tabs.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Properties from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Maintain linked records
- 1Create or open the exact property and confirm its identifying details and status.
- 2Maintain broker information and availability in Brokers.
- 3In Viewings, schedule the property with the correct client and broker.
- 4Record feedback and move a transaction stage only after the real event occurs.
How to know it worked
- • The linked detail views agree on property, client, broker, time and status.
If something goes wrong
- Search existing properties and clients before creating replacements.
- If the problem remains, open Support and describe what you expected and what appeared.