Guides
Inside the client area
The private area is where the chasing stops. Here is exactly what each type of client can see and do once they sign in.
Buyers
- Every offer or bid you have made, with its status and timestamp
- Saved properties and saved searches with instant alerts
- Your identity verification status and what is still outstanding
- Auction registrations, approval status and legal-pack acknowledgements
- Documents shared with you, and anything awaiting your signature
Sellers
- Viewings booked, attended and cancelled on your property
- Structured viewing feedback, in the viewer's own words
- The full offer history with the agency's recommendation
- Marketing performance: views, enquiries and saved-search matches
- Sale progress from sale agreed through to closing, with dates
Tenants
- Your application status and any outstanding items
- Referencing progress without having to chase anyone
- Your tenancy agreement to read and sign digitally
- Onboarding checklist: deposit, keys, meter readings, inventory
- Maintenance requests you have logged and their current status
Privacy and access
- Sign-in is per person, not per household, so actions are attributable.
- You only ever see records linked to your own account — enforced by the database, not just the screen.
- Every document view, signature and status change is written to an activity log.
- Email notifications are configurable, so you choose what reaches your inbox.
Sign-in is switched off on this demonstration site. Instead, open the previews below to see the real screens with invented data.
Why it matters commercially
Clients who can see progress stop ringing the office
Agencies typically report a sharp fall in status-update calls once sellers can see viewings, feedback and offers themselves — and vendors renew instructions more readily when the record is visible.