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Live & Sync

Choose when to share your Interest Schedule with the Landlord—live or on your terms.

Dan Smith avatar
Written by Dan Smith
Updated over 2 weeks ago

TL;DR: Complete control of when you report to the Landlord.

📘 Context

Agents regularly update landlords on marketing activity via the Interest Schedule. But every instruction, client, and relationship is different—and so are expectations around reporting.

Some agents prefer real-time transparency, while others want to prepare updates before sharing. Most importantly, agents want control—not to feel like they’re being monitored.

Live & Sync puts you in charge—offering the flexibility to meet different landlord needs without compromising your workflow or control.

🛠️

With Live & Sync, agents now decide exactly how and when information is shared:

  • Live Mode: Landlords see updates as they happen, in real time.

  • Sync Mode: Agents manually push the latest Interest Schedule to landlords when they’re ready.

  • 🤝 Joint Agent Collaboration: Always live between agents, regardless of the landlord’s view setting.

  • 👁️ Live Activity Feed: (reword - catch up to see changes etc.)

🔒 Agent-First Control

  • Agents are always in control. Only they can set or change the sharing mode.

  • Landlords cannot change visibility settings—ensuring a one-way flow of control.

  • Landlord edits are live by default and visible to all assigned users (reword - make clearer)

🎯 Benefits

  • No more document tennis. Collaboration between agents stays real-time and seamless.

  • Report when it suits you. Share updates only when you’re ready—no surprises.

  • Build trust. Align with landlord expectations while maintaining your own workflow and pace.

🚀 Impact

  • Increased agent confidence - you're still in control of how you work.

  • Your landlords receive digital and consistent interest updates.

  • Stronger collaboration and data consistency across teams and stakeholders.

  • You get control - landlords get clarity

👥 Availability

  • ✅ Available for all Agency users

  • ✅ Landlords receive the latest data, whether via Live or Sync

  • Agent-to-agent collaboration is always live

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