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Find the guide you need.

Search estateTT guides by role, workflow, or category. Use the sidebar for the full table of contents.

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All guidesGetting startedProfessionalsProperty buyersOwners and landlordsService providersRenters

Professionals

13 guides

Professionals

Company Broker

Run a brokerage firm — agents, listings, lead distribution, and rank-based authority.

Open guide
Professionals

Individual Agent

Your book of business — clients, listings, showings, and commission records.

Open guide
Professionals

Company Developer

Run a development sales operation — projects and unit inventory, a shared buyer pipeline, team ranks and approvals, and the payment milestones that fund the build.

Open guide
Professionals

Individual Broker Agent

A contracted agent working under an independent broker — their listings, their clients, your pipeline.

Open guide
Professionals

Company Landlord

Run a property management operation — portfolio, tenants, staff, and the rent ledger.

Open guide
Professionals

Individual Broker

An independent broker's workspace — client pipeline, listings, quotes, and commission records.

Open guide
Professionals

Company Seller

Run a sales operation — team listings, offers with counter-offers, an approval queue, professional services, and the records to prove who did what.

Open guide
Professionals

Individual Developer

Sell units in a development — project inventory, a buyer pipeline from first interest to Won, formal offers, and payment milestones you track as the build progresses.

Open guide
Professionals

Company Broker Agent

Working inside a brokerage firm — your book of business under the firm's structure.

Open guide
Professionals

Individual Notary

Run a notary practice on the marketplace — quotes, sessions, verifications, and payouts.

Open guide
Professionals

Company Notary

Run a notary firm — a notary roster under one brand, team coordination, and firm-level administration.

Open guide
Professionals

Individual Valuator

Run a valuation practice — assignments, site visits, reports, bank panels, and payouts.

Open guide
Professionals

Company Valuator

Run a valuation firm — a valuator roster, shared assignment visibility, and senior review.

Open guide