Your book of business — clients, listings, showings, and commission records.
The Individual Agent workspace treats real estate work as what it is: a book of relationships. Leads holds the buyers who've contacted you; Listings is your inventory; Lead Directory is where sellers look for agents; Financials is the record of what your work produced.
When you log in, you land on your Dashboard — your Active Listings and Pending Listings counts up front — plus a Recently viewed rail of comparable listings for advising clients. When the rail runs dry, browse properties to refresh your comparables.
| # | Label | Href | Icon | Description |
|---|---|---|---|---|
| 1 | Dashboard | /dashboard/agent | LayoutDashboard | Overview stats |
| 2 | Leads | /dashboard/agent/clients | Users | Buyers who've contacted you |
| 3 | Calendar | /dashboard/agent/calendar | Calendar | Appointments and showings |
| 4 | Lead Directory | /dashboard/agent/directory | Briefcase | Sellers seeking agent representation |
| 5 | Listings | /dashboard/agent/listings | Home | Your property listings |
| 6 | Quotes | /dashboard/agent/quotes | FileText | Notary quotes addressed to you |
| 7 | Financials | /dashboard/agent/financials | Landmark | Commission and transaction records |
| 8 | Documents | /dashboard/agent/documents | FileText | Property documents |
| 9 | Messages | /dashboard/agent/messages | MessageSquare | Client and agent communication |
| 10 | Analytics | /dashboard/agent/analytics | BarChart3 | Listing views and performance |
| 11 | Settings | /dashboard/agent/settings | Settings | Profile, notifications, preferences |
The sidebar also shows Ask AI — the in-app assistant — and an Upgrade Plan link when your account is eligible to change plans.
Note: Listings is hidden if sales & rentals features are disabled. Messages is hidden if messaging is disabled. Analytics requires a subscription with the analytics feature.
The question this page exists to answer is who's already reaching for me? Leads is titled "people who contacted you" — and that's literally what it is: buyers who've started a conversation with you, listed with their name and email.
The honest way to read it: a lead here isn't a cold prospect you found — it's someone who already chose to reach out. That makes every entry warm, and every entry deserves a reply. The list shows your most recent contacts; the conversation itself — and the working relationship — continues in Messages, which is where a lead either becomes a client or goes quiet.
Most prospecting is interruption; this page is the opposite. Lead Directory is a board of seller listings — owners who need representation and are open to being pitched. This is inbound demand: instead of cold-calling, you're looking at people who already raised their hand.
The mechanic to understand: you win mandates here by pitching your commission — sellers compare what agents put forward, so your pitch is competing on both terms and credibility. Read the listing before you pitch — a mismatched proposal wastes both sides' time. Respond early; a seller comparing three pitches usually engages the first credible one. And your professionals directory profile does quiet work in the background: a seller deciding between agents checks the person, not just the number.
The trap with any diary is bookings landing where they shouldn't. This one is built so they can't sneak in: a request only counts as agreed once you've answered it — the attention queue holds whatever's still waiting on a response.
Your showings and appointments live here across Month, Week, Day, and Agenda views, with a Today jump for when you've browsed too far ahead. Search and the event/status filters find a booking fast once the diary fills. Watch the attention queue — it holds bookings still awaiting an answer, which is where requests silently die if nobody chases them.
Click a slot to create an appointment — title, date, time, and guest emails go fast; New appointment opens the full wizard when you need property and client context attached. Open any event for its full details, including each participant's response. When plans move, rescheduling sends the other party a reconfirmation rather than silently rewriting their day.
Two habits keep this page earning its keep. After a showing, open the appointment and add notes — "what happened" is your memory when the client calls back in three weeks. And answer the attention queue quickly; a request that sits unanswered reads to a client like a declined one.
Requires the sales & rentals feature on your plan.
This is the page where stale inventory quietly costs you. Listings shows everything you carry; the collapsible Filters panel narrows by status (All Statuses / Active / Pending / Sold). Per listing, the actions are View, Edit, and Share — Share copies the public link, which is the fastest way to get a listing in front of a client who's already in your Messages.
A status habit worth building: keep the listing status honest — a property that's sold but still marked Active attracts inquiries you can't serve, and the credibility cost lands on you, not the platform.
This page surprises agents who expect to be sending quotes — it works the other way. Quotes holds quotes you receive: when you're the signing party on a transaction needing a notary, the notary's priced quote lands here in your requests, and you accept (which moves to payment) or decline.
That reversal is worth remembering, because it makes this page part of your deal hygiene: a transaction waiting on a notary quote you haven't answered is a deal stalling on you. Check it when a transaction reaches signing stage, not when it shows up in a badge — the badge is the reminder, not the workflow.
The books behind the book of business. Financials shows the transaction and commission entries the platform records against your name — when a deal you're part of settles on-platform, the record lands here. On an independent plan it's a read-only ledger: the Log transaction tool is a brokerage feature, so without one you can't add entries yourself — but anything recorded by your deals is yours to review and reconcile against your own books. The page says it plainly, and it's true: these are working records, not bank statements.
Boundary: the platform records commission; it does not collect, invoice, or pay it out. Collection is between you and your brokerage/client.
The page nobody thinks about until a lawyer asks — which is exactly when it matters. Property files are organized by property: titles, surveys, certificates. Clients' lawyers ask for these at offer stage; having them ready is the difference between a smooth deal and a stalled one.
Requires the messaging feature on your plan.
Treat this less like chat and more like your deal record — because that's what it becomes. Messages holds your client threads in a searchable list, with per-thread unread counts and a sidebar badge, so a new reply is visible wherever you are in the workspace.
Threads update live and mark themselves read when you open them. New Engagement starts a conversation; search inside a thread finds the detail you half-remember. Attachments up to 10 MB ride along — enough for photos, scans, and draft agreements — and Export produces a PDF transcript, the artifact you want when "what was agreed" is ever disputed. Delete removes your copy of a conversation only; the other party keeps theirs, so write every message as if it will be re-read.
One rule catches agents off-guard: paste a phone number or email into a message and the platform automatically replaces it with [REDACTED] — per the Terms of Service, not a bug. Work with it rather than around it; the redaction exists to keep deal communication where the record is.
Threads tied to a Document Room are flagged as such, and when an engagement closes its thread goes read-only — the history stays, the conversation ends. That's the case for keeping deal talk on-platform: the thread is your memory, your transcript, and your protection.
As an independent agent you work alone — the Team roster only exists for agents inside a company brokerage. If you contract under an individual broker, your Settings shows a Your Broker card instead.
Requires the analytics feature on your plan.
This page answers "is my book of business growing?" — the question the monthly review actually needs. Analytics shows your aggregate figures — Total Impressions plus monthly sales, revenue, and leads — so you see the trajectory rather than a single listing's mood. The honest read: impressions up but leads flat means your visibility is fine and your conversion isn't; leads up but revenue flat means you're attracting the wrong work.
The unglamorous page that decides whether the others work. Settings holds your profile (your directory presence), security, notifications, and subscription.
"Limit Reached" adding a listing? Plan listing cap — check your subscription in Settings to upgrade (see pricing) or retire listings you're no longer carrying.
Showing missing from calendar? Confirm it saved; refresh.
No messages arriving? Check Settings → Notifications and that messaging is enabled on your plan.
Can't see Listings or Analytics? They're subscription-gated — check your plan.
Click the Help button on any page, email support@estatett.com, or reach us through the contact page.