Agent workspace
Client & seller records
One record per client, linked to their properties, offers and documents.
Used by: Agency staff
Kestrel Platform — ClientsAgent
| Name | Role | Linked property | Portal | Last active |
|---|---|---|---|---|
| Órla & Tom Hensey | Seller | 12 Hollowbrook Terrace | Active | Today 08:40 |
| Buyer #204 | Buyer | 12 Hollowbrook Terrace | Active | Yesterday |
| Ardglen Developments | Buyer | Mill Lane site | Active | 2 Sep |
| Niamh Ferris | Tenant applicant | 31 Ashvale Square | Invited | — |
How this works
Holds buyer, seller and applicant records with contact details, linked properties and portal invitation status.
Who uses it
Office administrator · Negotiators
Step by step
- 1A client record is created manually or automatically from an enquiry, viewing registration or portal sign-up.
- 2Sellers are linked to the properties they own so their portal shows only their own sale.
- 3Portal invitations are sent, resent or revoked from the record.
- 4All linked activity — enquiries, viewings, offers, documents — is visible in one timeline.
Data captured
- Contact details and preferred contact method
- Role: buyer, seller, tenant, solicitor
- Property links and portal account status
Emails it sends automatically
- Portal invitation
- Welcome email once the account is created
- Password reset
Why it matters commercially
Staff turnover stops being a risk — the relationship history lives in the platform, not in someone's head.
This screen is a faithful preview of a private area, filled with invented data. Nothing on it is editable here.