Academy
Everything we have written down about Buyerbase, in one place. Start with the switching kit, then learn the app one screen at a time.
Start here
The agency app
- DashboardYour agency's overview: pipeline counts, recent activity and what needs attention today.Help articleRead
- My dayYour personal task list and today's viewings, so you know what to do next.Help articleRead
- PeopleThe list of every buyer, with filters, saved views and the pipeline stages.Help articleRead
- PropertiesEvery house you are tracking, imported from a link or added by hand.Help articleRead
- ViewingsThe agency-wide calendar of scheduled viewings, with reminders sent automatically.Help articleRead
- MatchesHouses ranked against your buyers, so you know who to call about a new listing.Help articleRead
- SalesClosed deals and revenue, per employee and per period.Help articleRead
- ImportsBring buyers or houses in from a CSV file or a connected CRM.Help articleRead
- TeamManage the people who work in your agency and what they can access.Help articleRead
- SettingsYour agency's details, branding, integrations and billing.Help articleRead
The buyer portal
- Portal overviewThe buyer's home base: where their search stands and what to do next.Help articleRead
- Portal detailsThe buyer's own contact details and account settings.Help articleRead
- Portal documentsEvery document the agency shared, and any the buyer needs to sign or upload.Help articleRead
- Portal search preferencesWhat the buyer is looking for: budget, location and must-haves.Help articleRead
- Portal housesHouses shortlisted for the buyer, with like, pass and a reason.Help articleRead
- Portal viewingsUpcoming and past viewings, with the viewing pack for each one.Help articleRead