🧭 Getting Started
What is the Landlord Portal?
The Landlord Portal is a real-time dashboard designed to give landlords a clear, intuitive overview of their property portfolio and associated activities. It streamlines collaboration with agents and provides key performance insights.
What features does the Landlord Portal include?
Real-time portfolio activity tracking
At-a-glance key performance stats
Easy navigation and intuitive onboarding
Centralised view of all shared disposals and schedules
Customisable viewing modes (Table and Kanban)
Detailed insights into agent activity and deal progression
📊 Portfolio & Disposal Visibility
How can I view all shared disposals?
You can easily access all disposals and Interest Schedules shared by agents directly in the dashboard. It also shows which agents are working on which disposals.
Can I request a new Interest Schedule?
Yes. The portal allows landlords to request new Interest Schedules directly from the disposal view.
How do I know which agents are working on which disposals?
Each disposal clearly indicates which agents and agencies have been instructed, giving landlords transparency into agent assignments.
🗂 Interest Schedules & Collaboration
Can landlords see agent requirements?
No. Landlords can only view the specific details that agents choose to share on the schedule. Agent requirements remain private.
Can I switch the Interest Schedule layout?
Yes. You can toggle between a table view and a Kanban layout to best suit your preference. Each view allows filtering, card progression, and drilling into specific items.
🔍 Exploring Details & Activity
How can I view more detail on an Interest Schedule item?
Clicking on any row or card in the Interest Schedule allows you to:
View full details and activity
See agent comments
Edit or add new fields
Review completed or booked viewings
Can I track deal progression and viewings over time?
Yes. The Disposal Summary section shows key stats such as:
Deal progression stages
Sources of viewing interest over time
Instructed agents and agencies
🖥 Present Mode
What is Present Mode and how do I use it?
Present Mode offers a fullscreen, minimalist view of the Interest Schedule or Disposal Summary. It’s designed for screen sharing in marketing meetings, so only the most important information is shown—free of clutter and distractions.