Individual Broker — User Guide

Your personal broker dashboard for managing clients, listings, quotes, and commissions.

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Overview

The Individual Broker role is for licensed real estate brokers operating independently. You manage your own client pipeline, property listings, quotes, financials, and communications — all from one dashboard.

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

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Getting Started

Follow these steps to get your Individual Broker 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 Broker" 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 Broker Profile

After logging in, navigate to Settings > Profile to add your license number, photo, and contact details. A complete profile builds trust with clients and ensures you appear professional in the marketplace.

Step 3: Set Up Payment Preferences

Navigate to Settings > Payment Preferences to connect Stripe or Payoneer to receive commission payouts. This ensures you can receive your earnings without delays.

Step 4: Start Adding Clients and Listings

Navigate to Clients/Leads to add your first client or browse the Lead Marketplace to find new opportunities. Add your first property listing in Listings to begin showcasing your inventory.

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Sidebar Navigation

Note: Individual Broker uses agent surfaces for workflow parity. Dashboard, Messages, and Settings live under /individual-broker; other routes resolve to agent surfaces. 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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Dashboard

Go to: Dashboard in the sidebar (the grid layout icon)

Dashboard is your home screen showing key metrics at a glance.

What You Can Do

• View active listings count — see how many listings you currently have active. This helps you understand your current inventory and workload.

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

• Review client pipeline summary — see an overview of your client pipeline. This helps you understand where clients are in the buying process.

• Monitor messages and notifications — see recent messages and notifications. This helps you stay informed about client activity and platform updates.

Using Dashboard Effectively

• Check Dashboard daily to stay informed about your business
• Use active listings count to prioritize which properties need attention
• Monitor pending deals to ensure timely follow-up and closing
• Review client pipeline to identify opportunities for engagement
• Stay updated on messages to maintain good client communication

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Clients/Leads

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

Clients/Leads is where you manage your entire client pipeline.

What You Can Do

• View all contacts — see all buyers, sellers, and leads in one place. This helps you maintain a complete view of your client relationships.

• Track contact stages — track each contact's stage in the deal process. This helps you understand where clients are in the buying journey.

• Add notes and reminders — add notes and follow-up reminders for each client. This helps you stay organized and ensure timely follow-up.

• Search and filter — search and filter by status, name, or property interest. 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

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

Calendar is where you schedule and manage your appointments.

What You Can Do

• Schedule property showings — book property viewings with clients. This helps you coordinate showings efficiently.

• Book client meetings — schedule meetings with clients to discuss properties, offers, and deals. This ensures you have dedicated time for client communication.

• Schedule contract signings — set up contract signing appointments. This ensures all parties are available for important milestones.

• Set availability — set your availability so clients can book within your open windows. This prevents scheduling conflicts and ensures you're only booked when available.

Using Calendar Effectively

• Check Calendar daily to prepare for upcoming appointments
• Schedule showings promptly after confirming with clients
• Set availability to prevent double-booking
• Use calendar data to identify your busiest times
• Keep appointment details updated to ensure smooth coordination

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Lead Marketplace

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

Lead Marketplace is where you browse and claim available leads from the platform marketplace.

What You Can Do

• View available leads — see buyer and seller leads looking for broker services. This helps you find new clients who need your expertise.

• Claim leads — claim leads that match your expertise. This reserves the lead for you to follow up with.

• Reach out directly — reach out directly through Messages to connect with claimed leads. This streamlines the lead conversion process.

Using Lead Marketplace Effectively

• Browse the marketplace regularly to find new leads
• Review lead details carefully before claiming to ensure good fit
• Respond promptly to claimed leads to demonstrate responsiveness
• Track lead conversion rates to understand your success
• Use lead data to understand buyer and seller preferences in your market

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Listings

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

Listings is where you create and manage your property listings.

What You Can Do

• Add new listings — add new listings with photos, descriptions, pricing, and features. This helps you showcase properties to potential buyers.

• Edit existing listings — update your existing listings as needed. This ensures your listing information remains accurate and current.

• Track listing status — monitor listing status: Active, Pending, Sold, or Withdrawn. This helps you understand where each listing is in the sales process.

• Share listing links — share listing links with clients. This makes it easy to share properties with interested parties.

Using Listings Effectively

• Keep listing information up to date to attract qualified buyers
• Use high-quality photos to showcase properties effectively
• Monitor listing status to ensure timely follow-up on offers
• Track offers to understand market interest and pricing
• Archive or withdraw listings that are no longer available to avoid confusion

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Quotes

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

Quotes is where you generate and manage quotes for your services.

What You Can Do

• Create professional quotes — generate professional quotes for clients. Provide detailed pricing and scope of work to set clear expectations.

• Track quote status — monitor quote status: Draft, Sent, Accepted, Declined. This helps you understand which quotes are pending and which have been accepted.

• Convert accepted quotes — convert accepted quotes into active deals. This streamlines the process of moving from quote to deal.

Using Quotes Effectively

• Create detailed quotes to set clear client expectations
• Track quote status to follow up on pending quotes
• Use accepted quotes to streamline deal initiation
• Review declined quotes to understand client feedback
• Keep quote templates to speed up the quoting process

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Financials

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

Financials is where you view your financial overview.

What You Can Do

• View commission history — see commission history from closed deals. This helps you track your earnings over time.

• Review revenue breakdown — view revenue breakdown by month. This helps you understand your earnings patterns and seasonal variations.

• Track outstanding payments — monitor outstanding payments and invoices. This helps you ensure you receive all payments owed to you.

• Export financial data — export your financial data for accounting and tax purposes. This helps you maintain proper documentation.

Using Financials Effectively

• Review Financials regularly to track your earnings
• Use revenue breakdown to understand your earnings patterns
• Monitor outstanding payments to ensure timely collection
• Export financial data for accounting and tax purposes
• Reconcile financial data with your records

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Billing & Invoices

Go to: Billing & Invoices in the sidebar (the landmark icon)

Billing & Invoices is where you manage your platform billing.

What You Can Do

• View invoices — view and pay invoices for your subscription. This helps you stay on top of your platform fees.

• Update payment method — update your payment method. This ensures your payment information is current and payments process smoothly.

• Review billing history — review billing history. This helps you understand your payment patterns and reconcile charges.

Using Billing & Invoices Effectively

• Review invoices regularly to ensure accurate charges
• Keep payment method up to date to avoid payment failures
• Review billing history to understand your payment patterns
• Pay invoices on time to maintain uninterrupted service
• Contact support if you have billing questions

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Documents

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

Documents is where you store and organize your important files.

What You Can Do

• Upload contracts and agreements — upload contracts, agreements, and disclosures. This ensures all important documents are stored securely in one place.

• Organize by client or property — organize documents by client or property for easy reference. This helps you find the right documents quickly.

• Share documents — share documents directly with clients through the platform. This facilitates smooth transactions and communication.

Using Documents Effectively

• Upload documents promptly after receiving them to ensure they're available
• Keep documents organized by client or 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

Go to: Messages in the sidebar (the message square icon — shows a badge when you have unread messages)

Messages is where you communicate with clients, other agents, and service providers.

What You Can Do

• Send and receive messages — communicate with clients, other agents, and service providers. This ensures clear and timely communication.

• View conversation history — view conversation history for each contact. This helps you understand the context of each relationship.

• Get notified of new messages — get notified of new messages instantly. This helps you respond promptly to important communications.

Using Messages Effectively

• Respond to messages promptly to demonstrate responsiveness
• Use conversation history to reference previous discussions
• Keep conversations focused on the topic at hand
• Set notifications to ensure you don't miss important messages
• Archive old conversations to keep your inbox organized

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Analytics

Go to: Analytics in the sidebar (the bar chart icon — visible when analytics feature is enabled)

Analytics is where you track your performance metrics.

What You Can Do

• View listing views and engagement — see listing views and engagement over time. This helps you understand which properties are generating interest.

• Track lead conversion rates — monitor lead conversion rates. This helps you understand how effectively you're converting leads into clients.

• Analyze revenue trends — review revenue trends over time. This helps you identify patterns in your earnings and plan for future growth.

• Review client acquisition sources — see where your clients are coming from. This helps you understand which channels are most effective for acquiring new business.

Using Analytics Effectively

• Review Analytics regularly to understand your performance trends
• Use listing views to identify which properties need better marketing
• Monitor conversion rates to improve your sales process
• Analyze revenue trends to identify growth opportunities
• Use acquisition source data to optimize your marketing efforts

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Settings

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

Settings is where you manage your account.

What You Can Do

• Profile — update your name, photo, license info, and contact details. Keep your profile up to date to ensure clients have accurate information about you.

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

• Notifications — configure email and SMS alerts. Choose which events trigger notifications and how you receive them.

• Payment Preferences — connect Stripe or Payoneer to receive payouts. This ensures you can receive your commission earnings without delays.

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
• Keep payment preferences up to date to ensure smooth commission payouts
• Review settings regularly to ensure they match your current needs

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Workflow: Managing a Deal from Start to Finish

1. Capture a lead — add a new client in Clients/Leads or claim one from the Lead Marketplace
2. Schedule a showing — use Calendar to book a property viewing
3. Create a listing — if selling, add the property in Listings
4. Send a quote — generate a professional quote for your services
5. Close the deal — track progress through Clients/Leads and update status
6. Track commission — view your earnings in Financials

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Troubleshooting

Can't see Analytics? Analytics may not be enabled for your account. Check your subscription plan or contact support.

Listing not appearing? Ensure the listing status is set to Active and all required fields are filled.

Messages badge not clearing? Click into the conversation to mark messages as read.

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Need Help?

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