Real estate brokerage and property workspace guide

What the Real Estate workspace covers

Manage listings, properties, leads, viewings, deals, owners, tenants and brokerage activity in one workspace.

The workspace brings together properties and listings, leads and buyer requirements, viewings and follow-ups, offers, deals and commissions, owners, tenants and documents, property status and availability, brokerage reporting. Each area is connected through shared records, role-based access and operational reporting so teams can see the full path from request to outcome.

Core topics and records

Use the workspace to manage properties and listings, leads and buyer requirements, viewings and follow-ups, offers, deals and commissions, owners, tenants and documents, property status and availability, brokerage reporting. Start with the records that define your operation, then add owners, statuses, dates, documents and approval steps so the team can work from a consistent source of truth.

A typical operating workflow

Create the property record and listing, capture enquiries, schedule viewings, progress offers through approval and close the deal with commission and document records attached.

Use dashboards, saved views, reports and AI & Automation entry points to reduce routine follow-up while keeping managers in control of important decisions.

Permissions, automation and reporting

Workspace access is governed by organisation membership, product entitlements and role permissions. The same tenant isolation rules apply to records, reports and AI-assisted workflows.

Once the core records are reliable, automate reminders, approvals, exception alerts and summaries that help the team act sooner without losing visibility.