Dashboard
Your agency's overview: pipeline counts, recent activity and what needs attention today.
An article for every screen.
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Articles by screen
My day
Your personal task list and today's viewings, so you know what to do next.
People
The list of every buyer, with filters, saved views and the pipeline stages.
My buyers
The buyers assigned to you, with the same filters and stages as People.
Properties
Every house you are tracking, imported from a link or added by hand.
Viewings
The agency-wide calendar of scheduled viewings, with reminders sent automatically.
Sales
Closed deals and revenue, per employee and per period.
Activity
A timeline of what changed across buyers, houses and viewings.
My performance
Your own closed deals and revenue over time.
Matches
Houses ranked against your buyers, so you know who to call about a new listing.
Imports
Bring buyers or houses in from a CSV file or a connected CRM.
Team
Manage the people who work in your agency and what they can access.
Notifications
Everything that needs your attention, in one inbox, with per-event preferences.
Settings
Your agency's details, branding, integrations and billing.
Portal overview
The buyer's home base: where their search stands and what to do next.
Portal details
The buyer's own contact details and account settings.
Portal documents
Every document the agency shared, and any the buyer needs to sign or upload.
Portal search preferences
What the buyer is looking for: budget, location and must-haves.
Portal houses
Houses shortlisted for the buyer, with like, pass and a reason.
Portal viewings
Upcoming and past viewings, with the viewing pack for each one.
Platform overview
Usage and health across every agency on Buyerbase.
Platform agencies
Every agency using Buyerbase, their plan and their status.
Platform members
Every person with an account across every agency.
Platform security
Security settings and controls that apply across the platform.
Platform audit log
A record of who did what, across every agency.
Platform feature flags
Turn a feature on or off for a specific agency.
Still stuck? Write to us
Tell us the page you're on and what happened. It goes straight to our support inbox with your agency name attached.