Estate Agency Quick Start

The Estate Agency role provides a shared workspace for property and related customer work.

Start here

1. Create an agency or accept a valid agency invitation.
2. Complete agency and member profile details.
3. Review the agency subscription information shown in the app.
4. Invite members and assign Owner, Admin, Moderator or Member access.
5. Configure shared chat participation.
6. Create and manage authorised property listings.
7. Review available valuation requests, profile leads and service jobs.

Check the active agency role before editing listings, opening leads or changing billing. See Invite and Manage Agency Members.

Manage valuation requests

Visitors can request a free, no-obligation valuation from a supported public agency profile. Switch to the agency role, open Marketplace and choose Valuation requests to review All, Sales or Lettings enquiries. See Request and Manage a Property Valuation.

Continue with the next step

• Create and Configure an Estate Agency: set up the public agency profile.

• Invite and Manage Agency Members: add the agency team.

• Create a Property Listing: publish and manage agency stock.

• Understand Agency Permissions and Shared Work: coordinate team access safely.