Agent portal

The agent portal shows every project and unit to the agents who sell for you, always live from your data. It is available on every plan.

Two ways in

• Shared link — /kit/<your-workspace>. Anyone with the link can open it, unless you set a passphrase. Find it on the Agents page as Public agent kit (no login).
• Agent login — agents you invite (see Team and roles) sign in and land on the same portal, with their name in the header.

What agents see

• A summary strip: projects, units available, reserved and sold, number of files, and when data last changed.
• Search and filters: project, status, bedrooms, price range, your filterable custom fields, and sorting by unit number, price, area or floor. Switch between by project and a single table of all units.
• Per project: status, expected completion, construction progress, an availability bar, the description, the gallery, the map with points of interest, the availability map when you have drawn one, and a Resources grid of brochures, price lists, floor plans, presentations, other documents shared with agents, and the project's shared-folder link.
• Per unit: floor, type, bedrooms, bathrooms, areas, price, status, available-from date, custom fields with icons, and its files. Expanding a row shows its photos, its Description and three buttons: Register interest, Book a viewing and Unit sheet (PDF). The description is the one you write on the unit (see Edit a unit); agents forward the shared link to prospects, so write it for buyers.
• Download all materials (.zip) per project: agent-visible documents, brochures, floor plans and images in folders.
• Signed-in agents also see their own commission terms for each project and the note for agents, My holds and My deals: their own commissions and statements (see Agent commissions). The shared link never shows commissions, the note, holds or deals: it is the link you forward to prospects.

Downloads carry a "Confidential" mark with your company name and who they were prepared for. Agents can switch the portal between English, Greek, Russian and Hebrew (Hebrew reads right to left). Your own content shows in the agent's language where you have translated it, and as you entered it otherwise.

Portal settings

Under Agents › Agent portal access (owners and admins):

1. Passphrase — set one to lock the shared link. Agents enter it once per browser. Changing it signs out everyone who unlocked the link with the old one; Remove passphrase opens the link to anyone again. Logged-in agents never need it.
2. Show sold and delivered units — untick to list only available and reserved units.
3. Show prices — untick to hide prices everywhere in the portal and its downloads.
4. Select Save portal settings.

Commission terms are set under Settings › Commissions; see Agent commissions.

Tracked links

Each agent row on the Agents page shows a Tracked link: the shared link with ?ref=<code> on the end. When someone opens that link and sends an enquiry, the lead is credited to that agent and shows "via" their name in Leads. New code replaces the code; the old link then stops crediting the agent.

What agents never see

Internal documents, buyers and their details, and custom fields you have not shared with agents. Only documents marked Agents or Everyone and custom fields marked Show to agents in the kit reach the portal.