Help Centre & Documentation
Step-by-step guides on managing your estate agency, property inventory, CRM pipeline, electronic signatures, and public websites.
Browse by topic
Explore all documentation categories covering the internal agency portal and public client experiences.
Accounts, Login & Security
Sign in with email or single sign-on, configure two-factor authentication, pair mobile devices, and manage personal preferences.
5 articlesAgency Setup
Create and switch agencies, invite team members, complete the onboarding checklist, and configure inbound email forwarding.
4 articlesBilling
Manage your subscription plan, user and property quotas, payment methods, and downloadable invoices.
4 articlesProperty Inventory
Manage residential and commercial listings, lifecycle statuses, photo galleries, and PDF brochures.
4 articlesCopilot AI
Extract property attributes from notes, generate optimised descriptions, analyse listing photos, and run Copilot Rank.
4 articlesProperty Developments
Publish multi-unit property developments, pre-sales, floor plans, and unit typologies.
4 articles
Popular Guides
Quickly master the core workflows inside the WebProp agency portal and public client tools.
Accounts, Login & Security
Signing In with Email, Password, or Single Sign-On (SSO)
Learn how to access the WebProp agency portal using your work email, Google, Microsoft, or Facebook accounts, and how to link multiple login providers.
4 min readAgency Setup
Creating a Estate Agency and Switching Active Workspaces
Set up your company profile, brand identity, default currency, and switch between multiple estate agencies from one account.
4 min readProperty Inventory
Creating and Editing Property Listings in the Catalogue
Add residential or commercial properties, configure pricing and deal terms, link owners, and plot map coordinates.
5 min readCRM & Clients
Working with the Visual Kanban Pipeline and Deal Stages
Move leads across commercial stages from New Lead to Closed Won using the interactive drag-and-drop Kanban board.
4 min readProperty Portals
Connecting a property portal
How to turn on each portal from one screen, however it connects.
4 min readContracts & E-Signatures
Sending Electronic Signature Requests, Reminders, and Voidings
Create multi-signer signature requests, deliver invitations, send reminders, or void and reissue envelopes.
5 min read
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