Property Management

All your properties — whether uploaded from Excel, scraped from websites, or extracted from documents — live in a single inventory that your agent searches when matching leads.

Viewing Properties

Go to Sources in the sidebar to see your property inventory. Properties are listed with:

Property Sources

Each property is tagged with how it entered your system:

How the Agent Uses Properties

When a lead describes what they're looking for, the agent searches your inventory using:

• Budget range — matches properties within the lead's stated budget
• Location — filters by area, neighbourhood, or city
• Bedrooms — matches exact or close bedroom count
• Property type — flat, house, detached, semi-detached, terraced, bungalow, studio, maisonette

The agent presents 2–3 matching properties with key details and asks if the lead wants to learn more or schedule a viewing.

Keeping Data Fresh

• Re-upload Excel files when you have updated listings
• Re-run scraping profiles to fetch the latest from websites
• Delete outdated properties that are no longer available
• For Scale plan users, enable daily or weekly auto-scraping to keep website-sourced listings current

Deleting Properties

Individual properties

Select a property and delete it from the detail view.

Bulk delete

To delete all properties at once, go to Settings → Data Management → Delete All Properties. See Data Management.

Next Steps