Step-by-step guides Written by our team Updated regularly Knowledge Base How can we help you today? Search setup guides and how-tos for Brokers, Developers, and Valuers. Search articles Looking for the full documentation? Visit the complete Knowledge Base Browse by category Find guides organized around how your team actually works. Brokers CRM & Client Communications Lead pipelines, call logs, and unifying WhatsApp, Instagram, and Messenger into one team inbox. Browse articles Developers Project & Child Inventory Management Structure projects, phases, and units, and keep child inventory in sync as it sells. Browse articles Valuers Compliance & Document Automation Automate valuation reports and keep documentation aligned with regulatory requirements. Browse articles Brokers & Admins Agreements & Payments Run the multi-level approval workflow, calculate commission and VAT, and collect payment online. Browse articles Popular articles The guides our team gets asked about most. Understanding the 13-Stage Sales PipelineBrokers · CRM & Client CommunicationsSetting Up Your Performance IndexBrokers · CRM & Client CommunicationsConnecting WhatsApp to Your Team InboxBrokers · CRM & Client CommunicationsWalking Through the Agreement Approval WorkflowBrokers & Admins · Agreements & PaymentsAdding Child Units to a Development ProjectDevelopers · Project & Child InventoryGenerating a Valuation Report AutomaticallyValuers · Compliance & Document Automation Can’t find what you need? Our support team can walk you through it directly — no ticket queue, just a real conversation. Contact Support