Individual Agent — User Guide

Your agent dashboard for managing listings, clients, showings, and tracking your deals.

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Overview

The Individual Agent role is for real estate agents operating independently or as part of a brokerage. You manage your property listings, schedule showings, track clients and leads, and monitor your deals — all from your personal dashboard.

When you log in, you land on your Dashboard. Use the sidebar on the left to navigate between sections.

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Your Dashboard — Home Screen

Your dashboard shows at a glance:

• Active Listings — properties you're currently selling or renting
• Pending Deals — properties with active offers
• Closed Deals — completed sales
• Total Commission — your recorded commission from closed deals

What You Can Do

• View active listings — see all properties you're currently selling or renting. This helps you understand your current inventory and identify which listings need attention.

• Track pending deals — see properties with active offers. This helps you understand which deals are in progress and may require follow-up.

• Monitor closed deals — view completed sales. This helps you track your success and understand your sales performance over time.

• Review total commission — see your recorded commission from closed deals. This helps you understand your earnings and plan for future business.

Using Your Dashboard Effectively

• Check your dashboard daily to stay informed about your business
• Use active listings to prioritize which properties need marketing or showings
• Monitor pending deals to ensure timely follow-up and closing
• Track closed deals to measure your sales performance
• Review commission data to understand your revenue trends

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Getting Started

Follow these steps to get your Individual Agent account set up and ready to manage your real estate business.

Step 1: Sign Up

Navigate to the estateTT sign-up page and select "Individual Agent" as your role. Enter your email address, create a password, and provide your basic information. You'll receive a confirmation email to verify your account.

Step 2: Complete Your Profile

After logging in, the platform will guide you through completing your profile. Navigate to Settings > Profile to update your name, photo, bio, and contact details. A complete profile builds trust with clients and helps you appear professional in the marketplace.

Step 3: Set Up Payment Preferences

Navigate to Settings > Subscription to configure your payment preferences. Choose your subscription plan and set up payment methods to ensure you can receive commission payments without delays.

Step 4: Add Your First Listing or Browse Leads

Navigate to Listings to add your first property listing. Provide property details, photos, and pricing. Alternatively, browse the Lead Marketplace to find buyer leads in your area and start connecting with potential clients.

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Sidebar Navigation

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.

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Clients/Leads — Managing Your Contacts

Go to: Clients/Leads in the sidebar (the users icon)

This shows everyone you've been in contact with. For each client you'll see:

• Their name and contact info
• Current stage (browsing, touring, negotiating, closed)
• Last time you contacted them

What You Can Do

• View all contacts — see everyone you've been in contact with in one place. This helps you maintain a complete view of your client relationships.

• Track client stages — see where each client is in the buying process (browsing, touring, negotiating, closed). This helps you understand who needs attention at each stage.

• Monitor contact history — see the last time you contacted each client. This helps you ensure you're following up regularly and not letting leads go cold.

• Search and filter — use the search bar to find specific clients or filter by stage using the dropdown. This helps you quickly find the clients you need to focus on.

Using Clients/Leads Effectively

• Review your contacts regularly to identify who needs follow-up
• Use stage tracking to understand where clients are in the buying process
• Set reminders to contact clients at appropriate intervals
• Filter by stage to focus on clients in specific phases
• Keep contact information up to date to ensure smooth communication

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Calendar — Scheduling Showings

Go to: Calendar in the sidebar (the calendar icon)

Your calendar shows all your scheduled appointments. On each day you can see scheduled showings at a glance.

What You Can Do

• View all appointments — see all your scheduled appointments and showings. Each appointment shows the date, time, property, and client details.

• Add new showings — click the "+" button at the top right or click on a day to add a new showing. Select the property, add client details, and set the date and time.

• View or update showings — click on any appointment on the calendar to open the details. From there you can update the status or add notes.

• Manage availability — block out times when you're unavailable to prevent scheduling conflicts.

To add a new showing:

1. Click the "+" button at the top right or click on a day
2. Select the property for the showing
3. Add the client's details
4. Set the date and time
5. Click Save

To view or update a showing: Click on any appointment on the calendar to open the details. From there you can update the status or add notes.

Using Calendar Effectively

• Check your calendar daily to prepare for upcoming showings
• Add showings promptly after confirming with clients
• Update showing status to reflect what actually happened
• Block out unavailable times to prevent double-booking
• Use calendar data to identify your busiest times and plan accordingly

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Lead Marketplace — Finding Buyer Leads

Go to: Lead Marketplace in the sidebar (the briefcase icon)

Lead Marketplace is where you browse available buyer leads in your area.

What You Can Do

• View lead details — see what buyers are looking for, their budget, and timeline. This helps you understand if a lead is a good match for your listings.

• Reach out to connect — connect leads with your listings. This helps you match buyers with properties that meet their criteria.

• Filter by location — browse leads in your specific area to focus on local opportunities.

• Track lead activity — monitor which leads you've contacted and their response status.

Using Lead Marketplace Effectively

• Browse the marketplace regularly to find new leads
• Review lead details carefully before reaching out to ensure good fit
• Respond promptly to new leads to demonstrate responsiveness
• Track your outreach to avoid duplicate contacts
• Use lead data to understand buyer preferences in your market

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Listings — Managing Your Properties

Go to: Listings in the sidebar (the home icon)

Visible only if your subscription has sales or rentals features enabled.

Listings is where you manage all your property listings. Each listing card shows the photo, price, address, and status badge.

What You Can Do

• Edit listings — click the pencil/edit icon to update details. This helps you keep your listing information current and accurate.

• Share listings — click the share icon to copy the listing link. This helps you easily share listings with clients or on social media.

• Archive listings — hide a listing from the market. This is useful when a property is temporarily unavailable but you don't want to delete it.

• Delete listings — remove a listing entirely. Use this when a property is sold or you no longer want to list it.

• Filter listings — use filter tabs to view All, Active, Pending, or Sold listings. This helps you focus on specific types of listings.

Filtering Listings

At the top of the Listings page there are filter tabs:

• All — shows every listing
• Active — currently listed
• Pending — offer accepted
• Sold — closed deals

Click a tab to filter the view.

Using Listings Effectively

• Keep listing information up to date to attract qualified buyers
• Use high-quality photos to showcase properties effectively
• Archive rather than delete when properties are temporarily unavailable
• Filter by status to focus on active listings that need attention
• Review pending listings to ensure offers are progressing to closing

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Quotes — Responding to Service Requests

Go to: Quotes in the sidebar (the file-text icon)

Quotes is where you respond to service requests from sellers or buyers.

What You Can Do

• View service requests — see requests from sellers or buyers who need your services. Each request shows the type of service needed and client details.

• Accept requests — accept service requests when you're available and interested in the opportunity. This signals your commitment to the client.

• Decline requests — decline requests when you're unavailable or not interested. This helps manage client expectations.

• Submit quotes — submit a quote with your proposed fee for the service. This helps clients understand the cost and make informed decisions.

Using Quotes Effectively

• Respond to requests promptly to demonstrate professionalism
• Provide clear, detailed quotes to set client expectations
• Accept only requests you can fulfill to maintain your reputation
• Decline politely when unavailable to maintain good relationships
• Track quote status to follow up on pending decisions

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Financials — Commission and Platform Fees

Go to: Financials in the sidebar (the landmark icon)

Financials shows a summary of your closed deals and the platform fees deducted by estateTT.

What You Can Do

• View gross commission — see the total commission from your closed deals. This helps you understand your total earnings from completed transactions.

• Track platform fees — see the 0.5% platform service fee (with a $5,000 minimum per transaction). This helps you understand the costs associated with each transaction.

• Review net earnings — view your gross commission minus platform fees. This shows your actual take-home earnings after platform fees.

• Access transaction history — view the transaction history of all completed deals. This helps you reconcile payments and track your sales performance over time.

Note: The platform does not handle commission payouts. Your financials page shows the fee breakdown — actual collection of your commission is handled directly between you and your brokerage or client.

Using Financials Effectively

• Review Financials regularly to track your earnings
• Understand platform fee structure to calculate your net earnings accurately
• Use transaction history for accounting and tax purposes
• Monitor gross commission trends to identify your most profitable periods
• Reconcile financial data with your brokerage records

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Documents — Property Files

Go to: Documents in the sidebar (the file-text icon)

Documents is where you access all your property files in one place.

What You Can Do

• View property documents — see title documents, survey plans, certificates, and more, organized by property. This gives you quick access to all necessary documentation.

• Upload new documents — upload new documents for clients to access. This ensures clients have all the information they need about a property.

• Organize by property — documents are organized by property for easy reference. This helps you find the right documents quickly.

• Share documents — share documents with clients or other parties as needed. This facilitates smooth transactions and communication.

Using Documents Effectively

• Upload documents promptly after receiving them to ensure clients have access
• Keep documents organized by property to avoid confusion
• Use descriptive file names to make documents easy to find
• Share documents securely only with authorized parties
• Review documents regularly to ensure they're up to date and accurate

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Messages — Communication Hub

Go to: Messages in the sidebar (the speech bubble icon — shows a red badge when you have unread messages)

Visible only if your subscription has messaging enabled.

Messages is your communication hub with clients and agents.

What You Can Do

• View conversations — click on any conversation to open it and view the message history. This helps you understand the context of each conversation.

• Send messages — communicate with clients and agents about properties, showings, and deals. This ensures clear and timely communication.

• Use Quick Reply — send fast pre-written responses for common questions. This saves time and ensures consistent communication.

• Receive new messages — messages from new clients appear here automatically. This helps you stay informed about new inquiries.

Using Messages Effectively

• Respond to messages promptly to demonstrate responsiveness
• Use Quick Reply for common questions to save time
• Keep conversations focused on the topic at hand
• Review message history to reference previous discussions
• Set notifications to ensure you don't miss important messages

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Team — Your Brokerage Team

Go to: Team in the sidebar (the users icon)

Team is where you view your brokerage team members.

What You Can Do

• View team members — see other members of your brokerage team. This helps you understand who you're working with and their roles.

• Invite new members — if you're the admin, you can invite new agents to your team. This helps you grow your brokerage and expand your capacity.

• Coordinate with colleagues — communicate and coordinate with team members on shared listings and clients. This ensures smooth collaboration.

Using Team Effectively

• Keep team information up to date to ensure accurate coordination
• Invite qualified agents who align with your brokerage's standards
• Use team features to collaborate effectively on shared deals
• Communicate regularly with team members to stay aligned
• Review team composition to ensure balanced workload distribution

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Analytics — Performance Tracking

Go to: Analytics in the sidebar (the bar-chart icon)

Available with analytics subscription.

Analytics is where you track your listing views and performance.

What You Can Do

• View listing views — see how many views each listing has received. This helps you understand which properties are generating interest.

• Track inquiry trends — monitor inquiry trends over time. This helps you identify patterns in buyer interest and seasonality.

• Compare performance — view your performance compared to previous months. This helps you understand if your business is growing or declining.

• Analyze metrics — use charts and graphs to visualize your performance data. This makes it easier to identify trends and opportunities.

Using Analytics Effectively

• Review Analytics regularly to understand your performance trends
• Use listing views to identify which properties need better marketing
• Monitor inquiry trends to understand buyer behavior in your market
• Compare month-over-month performance to measure growth
• Use analytics data to make data-driven decisions about your business

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Settings

Go to: Settings in the sidebar (the gear icon)

Settings is where you manage your account configuration.

What You Can Do

• Profile — update your name, photo, bio, and contact details. Keep your profile up to date to ensure clients can reach you and understand your expertise.

• Security — change your password or enable two-factor authentication. Protect your account with strong security measures to prevent unauthorized access.

• Notifications — turn email or SMS alerts on or off. Choose which events trigger notifications and how you receive them.

• Subscription — view your plan limits, upgrade if needed. Review your subscription details and upgrade to access additional features.

Using Settings Effectively

• Keep your profile information up to date to ensure accurate client communication
• Enable two-factor authentication for enhanced account security
• Configure notification preferences to receive alerts without being overwhelmed
• Review your subscription regularly to ensure it meets your business needs
• Upgrade your plan when you need additional features or capacity

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Troubleshooting

"Limit Reached" warning when adding listing? You've reached your plan's listing cap. Go to Settings → Subscription to upgrade your plan or remove old listings.

Showing not showing on calendar? Make sure you saved the appointment after creating it. If it still doesn't appear, refresh the page.

Not receiving messages? Check that your notifications are turned on in Settings → Notifications. Also verify that messaging is enabled in your subscription.

Cannot see Listings? Listings are hidden if your subscription doesn't have sales or rentals features enabled. Go to Settings → Subscription to check your plan.

Cannot see Analytics? Analytics requires a subscription with the analytics feature. Go to Settings → Subscription to check your plan.

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Need Help?

Click the Help button on any page, or email support@estatett.com