The client record
Capture a property brief, contact details, private notes and a pipeline stage.
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A private workspace for the work behind the relationship. Keep your contacts, viewings, follow-ups and listings in view.
BROKER STUDIOWORKFLOWAreasBudgetNotes
DateProperty
TaskTimeline
Move from a note to an action with the relationship still in view.
Enter my workspaceYour business records are private to your account.Capture a property brief, contact details, private notes and a pipeline stage.
Connect tasks and appointments to a client. Review marketplace viewing requests in their dedicated inbox.
Manage listings, track commission forecasts and expenses, and export your operational records.
Create your dedicated broker account.
Record a brief and a next action.
Update the pipeline, notes and follow-ups as you go.
The studio records your work. It does not send WhatsApp messages, issue tax invoices or verify your professional licence.