Send this to clients — they fill in requirements and get matched properties instantly
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Urgent — needs attention
Recent clients
Activity log
★ Manager view — all agents' clients visible
Add residential client
Quick pick:
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Shared property list — all agents can view and add properties
Import property with AI Copy any listing text → paste here → auto-fill
How to use: Open any property listing → select all text (Ctrl+A) → copy (Ctrl+C) → paste below → click Extract
Add residential property
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Paste photo URLs (one per line, from Focus right-click → Copy image address) OR upload owner photos below
Match client to properties
🏠 Match property to clients
Type a ref or area — find all clients who could take this property
All matches — batch view
See every client who has at least one strong match right now
Generate document
📄 Lease Contract Maker
Fill in the details below — generates a ready-to-sign Word document
Quick fill from CRM
LESSOR (Owner)
LESSEE (Tenant)
Property
Lease Dates & Terms
Utilities, Meters & Keys
ⓘ Meter readings are always taken on the commencement date — this will auto-fill below.
Agent Details
Owner Portfolio
All owners grouped by phone — properties, history & communication strategy
Mark as Rented / Off Market
This property will be hidden from active listings. Please set the expected return-to-market date so we can follow up with the owner automatically.
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No date selected — tap a date above
What happens next:
3 months before this date — automatic owner check-in message
1 month before — follow-up: "Still coming back on market?"
1 week before — final check + re-listing preparation