Owners and admins land on the agency dashboard. It's a summary of the agency with shortcuts to the jobs you do most.
Setup guide
Setup guide opens the Set up your agency page. Also where new owners land after claiming the account. It shows your plan, its status (for example Free trial until 25 October) and what it includes, and a checklist that ticks itself off as you go:
| Step | Done when |
|---|---|
| Start your plan | The agency has a plan. Agencies need one to add branches and agents. |
| Add your logo and details | You've added a logo and an About description in Settings. Until then, the step says which is still missing. |
| Add your branches | You have at least one branch. |
| Invite your agents | You have at least one agent. |
| Turn on appraisal leads | You take appraisal requests and have listed your suburbs. Shown only when your plan includes leads. |
| Boost a listing | You've boosted a listing. |
Each step has a Start (or Edit) link to the right page.
Figures
- Branches, Agents, Live listings and Sold listings across the agency. Live listings are everything not sold or withdrawn, the same count your plan's listing limit uses. Sold listings opens Our Properties filtered to sold.
- Listing performance (last 30 days): total listing views and watchlist saves. Listing analytics are included on bigger plans; on others, there's a link to compare plans.
Appraisal leads reminder
If your plan includes appraisal leads but you haven't turned them on, the dashboard says so, with a Turn on leads link to Appraisal leads.
Recent branches and agents
The newest branches and agents, with View all links to Branches and Our Agents.
Quick actions
- Add a branch: Branches
- Invite an agent: Our Agents
- Agency settings: Settings
- View public page: your agency as buyers see it. See Public profiles and reviews.