Your sales operation dashboard for managing listings, offers, showings, and a sales team.
The Company Seller role is for real estate firms that list and sell multiple properties under a corporate entity. You manage listings, track offers, coordinate showings, and monitor the full sales process from listing to closing.
When you log in, you land on your Dashboard. Use the sidebar on the left to navigate between sections.
Your dashboard shows at a glance:
Follow these steps to get your Company Seller account set up and ready to list properties.
Navigate to the estateTT sign-up page and select "Company Seller" as your role. Enter your email address, create a password, and provide your firm's basic information. You'll receive a confirmation email to verify your account.
After logging in, the platform will guide you through completing your firm profile. Navigate to Settings > Profile to update your firm name, logo, contact information, and business address. A complete profile builds trust with buyers and helps you appear professional in the marketplace.
Navigate to Settings > Billing to configure your payment preferences. Connect your payment provider and set up your subscription plan. Ensure your billing information is accurate so you can receive payments from completed sales without delays.
If you offer additional services such as property valuations or construction referrals, navigate to Services to configure these offerings. This allows buyers to request these services directly through your listings.
Navigate to Team Registry and click "Invite Member" to add colleagues to your firm. Enter their email address, assign their role (Admin, Manager, Analyst, or Staff), and click Send Invite. Team members receive an email with a secure link to join your organization.
Navigate to My Listings and click "Add Listing" to create your first property listing. Upload photos, provide property details, set the asking price, and publish your listing to the marketplace. Your listing will be visible to buyers immediately.
Company Seller uses a rank-based permission system. Each rank grants access to specific sections of the dashboard based on the team member's responsibilities.
Admins have full access to all sections of the dashboard, including Team Registry, Invoices, and Settings. They can invite and remove team members, manage the firm profile, configure payment providers, and oversee all operations. Admins are typically the owners or principals of the real estate firm. They have the authority to make strategic decisions about the practice and manage the organization's subscription and billing.
Managers have broad access to most sections of the dashboard, including My Listings, Offers, Showings, Quotes, Messages, Calendar, Assessments, Services, Audit Center, and Team Registry. They can oversee listings, manage team members, and access the audit log for compliance, but they cannot access Invoices or Settings. Managers are typically operations managers or team leaders who oversee day-to-day sales activities and coordinate with staff.
Analysts have access to My Listings, Offers, Showings, Quotes, Messages, Calendar, Assessments, and Services. They can view reports, access property assessments, and manage professional services, but they cannot manage team members or access financial data. Analysts are typically data analysts or administrative staff who provide insights into sales performance, market trends, and operational efficiency.
Staff have access to My Listings, Offers, Showings, Quotes, Messages, and Calendar. They can manage their assigned listings, respond to offers, coordinate showings, and handle quotes, but cannot access Assessments, Services, Team Registry, Audit Center, Invoices, or Settings. Staff are typically sales agents or support staff who handle day-to-day sales activities and client interactions.
| Rank | Role | Access |
|---|---|---|
| 4 | Admin | Full access — all sections including Team Registry, Invoices, Settings |
| 3 | Manager | Most sections including Audit Center, Team Registry |
| 2 | Analyst | Reports, Assessments, Services |
| 1 | Staff | Basic access — My Listings, Offers, Showings, Quotes, Messages, Calendar |
What you see in the sidebar depends on your role rank within the company:
| Sidebar Item | Who Can See It | Description |
|---|---|---|
| Dashboard | Everyone | Overview of firm metrics and activity |
| My listings | Everyone | Manage your property listings |
| Offers | Everyone | Track and manage incoming offers |
| Showings | Everyone | Schedule and manage property viewings |
| Quotes | Everyone | Review service provider quotes |
| Messages | Everyone | Communication hub for all conversations |
| Calendar | Everyone | View all scheduled appointments |
| Assessments | Analyst and above | Property evaluations and reports |
| Services | Analyst and above | Professional services marketplace |
| Audit Center | Manager and above | Activity log for compliance |
| Team registry | Manager and above | Manage firm team members |
| Invoices | Admin only | Billing and payment history |
| Settings | Admin only | Firm configuration and profile |
Go to: My listings in the sidebar (the home icon)
My Listings is where you manage your property listings.
Create new listings — click "Add Listing" to create a new property listing. Upload photos, provide property details, set the asking price, and publish your listing to the marketplace.
Edit listings — click the edit (pencil) icon on any listing to update details or price. This is useful when you need to make changes based on market feedback or property updates.
View listing details — click on any listing to see full details including photos, property specifications, and viewing history. This helps you understand how your listings are performing.
Mark as Sold — change the status to "Sold" when a deal closes. This updates your dashboard metrics and removes the listing from the active marketplace.
Go to: Offers in the sidebar (the activity icon — shows a badge when you have new offers)
Offers is where you view and manage all offers submitted on your listings.
View offer details — see the buyer's details and offer amount for each offer. This includes buyer contact information, proposed price, and any special conditions.
Accept offers — accept an offer when it meets your expectations. This initiates the closing process and moves the deal toward completion.
Decline offers — decline offers that don't meet your requirements. The buyer will be notified that their offer was not accepted.
Counter offers — submit a counter-offer with different terms to negotiate with the buyer. This helps you reach a mutually agreeable price.
Track offer progress — monitor each offer through to closing. Track the status of each offer from initial submission through acceptance to completion.
Go to: Showings in the sidebar (the eye icon)
Showings is where you manage all scheduled property viewings.
View upcoming showings — see all scheduled property showings in one view. Each showing shows the date, time, property address, and buyer information.
Confirm showing requests — confirm or approve showing requests from buyers. This ensures your team is prepared for each viewing.
Reschedule showings — if a buyer needs to change their appointment time, you can reschedule directly from the Showings section. The system automatically updates the calendar and notifies the buyer.
Cancel showings — cancel showings when necessary with a single click. The system notifies the buyer and releases the time slot for other bookings.
Track showing history — view the showing history for each listing to understand buyer interest patterns and identify which properties are generating the most interest.
Go to: Quotes in the sidebar (the file-text icon — shows a badge for pending quotes)
Quotes is where you review service provider quotes for valuations, inspections, or other services.
View incoming quotes — see all quotes from service providers for your requested services. Each quote includes the provider name, service type, price, and terms.
Review quote details — access detailed information about each quote including the scope of work, timeline, and any special conditions.
Accept quotes — accept a quote when the terms meet your requirements. This authorizes the service provider to begin work.
Decline quotes — decline quotes that don't meet your needs. The provider will be notified that their quote was not accepted.
Request revisions — ask providers to revise their quotes if you need adjustments to the scope or pricing.
Go to: Messages in the sidebar (the speech bubble icon — shows a red badge when you have unread messages)
Messages is your central communication hub for all conversations.
Message your sales team — communicate with team members about listings, showings, and deals. Internal messaging keeps everyone aligned without leaving the platform.
Respond to buyer inquiries — reply to questions from buyers about your listings. Prompt responses help maintain buyer interest and move deals forward.
Coordinate with notaries and valuators — communicate with service providers about closing deals. This ensures all parties are aligned on timelines and requirements.
View conversation history — access the full history of each conversation. This context helps you understand the complete history of each relationship.
Go to: Calendar in the sidebar (the calendar icon)
Calendar is where you view all your scheduled appointments.
View all appointments — see all scheduled appointments including showings, meetings, notary sessions, and team events in one calendar view.
Filter by type — filter appointments by type (showings, meetings, etc.) to focus on specific categories of events.
Access appointment details — click on any appointment to view full details including location, attendees, and related documents.
Sync with external calendars — integrate with external calendar systems to keep all your appointments in one place.
Go to: Assessments in the sidebar (the trending-up icon)
Available to Analyst rank and above.
Assessments is where you view property assessments ordered for your listings.
View assessment requests — see all property assessments ordered for your listings. Each assessment shows the property, assessment type, and current status.
Track assessment status — monitor the progress of each assessment (Requested, In Progress, Completed, On Hold). This helps you understand when assessments will be ready.
Review completed reports — access detailed assessment reports once completed. Review the findings, valuations, and recommendations provided by assessors.
Request additional assessments — order new assessments for properties as needed. This is useful when market conditions change or when buyers require updated information.
Go to: Services in the sidebar (the briefcase icon)
Available to Analyst rank and above.
Services is where you access professional services available through the platform.
Browse service categories — explore construction services, refinance options, and other professional services available through the platform.
Request services — request specific services for your properties. This connects you with qualified service providers who can help with your transactions.
Track service requests — monitor the status of your service requests. Track progress from initial request through completion.
View service provider profiles — access information about service providers including qualifications, reviews, and past performance.
Go to: Audit Center in the sidebar (the activity icon)
Available to Manager rank and above.
Audit Center is where you review the audit log of team actions and deal changes.
View team actions — see all actions taken by team members on listings, offers, and deals. This helps you understand who did what and when.
Track deal changes — monitor changes to deals including offer modifications, status updates, and closing activities. This ensures accountability throughout the sales process.
Search by date or user — filter the audit log by date range or specific team member to find relevant events quickly.
Export audit logs — export audit log data for compliance reporting or internal review. This helps you maintain proper documentation for regulatory purposes.
Go to: Team registry in the sidebar (the people icon)
Available to Manager rank and above.
Team Registry is where you manage everyone on your firm, including invitations, role assignments, performance tracking, and access management.
Invite staff members — click "Invite Member" to add a colleague to your organization. Enter their email address, assign their role (Admin, Manager, Analyst, or Staff), and click Send Invite. The invitee receives an email with a secure link to join.
Assign roles — choose the appropriate role based on the member's responsibilities. Admins have full access including Team Registry and Settings. Managers can oversee listings and manage team. Analysts can view reports and access services. Staff can manage their own listings and deals.
Track individual performance — view each team member's performance metrics including closed deals, revenue contribution, and listing activity. This helps you understand who is contributing most and where additional support may be needed.
Remove or suspend staff access — if a member leaves the organization or needs their access temporarily suspended, you can remove them or change their status. Suspended members cannot access the dashboard but their data is preserved.
| Role | What they can do |
|---|---|
| Admin | Full access — billing, invitations, all listings and deals, settings |
| Manager | Oversee listings, manage team, access audit center |
| Analyst | View reports, access assessments and services |
| Staff | Basic access — my listings, offers, showings |
Go to: Invoices in the sidebar (the receipt icon — shows a badge for outstanding invoices)
Available to Admin only.
Invoices is where you view all platform invoices, subscription charges, and payment history.
View all invoices — see all platform invoices for your organization. Each invoice shows the date, amount, description, and payment status.
Track subscription charges — monitor your subscription plan charges and seat usage. This helps you understand your monthly costs and ensure you're not overpaying.
Review payment history — access a complete history of all payments made to the platform. This includes payment dates, amounts, and payment methods.
Download invoices — download PDF versions of invoices for your records or for accounting purposes. This helps you maintain proper documentation for tax and financial reporting.
Go to: Settings in the sidebar (the gear icon)
Available to Admin only.
Settings is where you manage your firm's account configuration.
Profile — update firm name, logo, and contact information. Keep your profile up to date to ensure clients can reach you and your firm information is accurate across the platform.
Billing — manage subscription plan and seat management. Review your subscription details, add or remove seats, and manage payment methods for your subscription.
Notifications — configure alert preferences for new messages, offers, and deal updates. Choose which events trigger notifications and how you receive them (in-app, email, or both).
Agent cannot see their listings: Make sure the agent was invited to your firm and their role has listing access.
Cannot see Assessments or Services: These sections require Analyst rank or above. Contact your firm admin to have your role upgraded.
Cannot access Team registry or Audit Center: These sections require Manager rank or above. Contact your firm admin.
Cannot access Invoices or Settings: Only Admins can access billing and settings. Contact your firm admin.
Billing question: Go to Settings → Billing (Admin only) or contact your firm admin.
Click the Help button on any page, or email support@estatett.com