Getting started
What you need, the six-step wizard, the going-live checklist, and a tour of the portal. Start here.
Agent Solution Help Centre
Welcome to the Agent Solution help centre. These guides cover every screen and feature: connecting your CRM, building and branding your websites, capturing leads, and putting AI to work on your content.
New here? Start with the set-up wizard walkthrough. Most agencies go from sign-up to a working website in one sitting.
CRM connections
Connect Apex27, Street or Loop, understand what syncs, and manage keys, including agents’ own. Read the guides.
Your website
Themes and brand, the page editor, blog and area guides, menus, calculators, legal pages, domains and SEO. Manage your site.
Agent microsites
One subscription, a family of sites: branch sites, personal agent sites, and independent agents on their own CRM. How it works.
Listings & leads
How listings stay in sync, and every lead’s journey from your website into your CRM. How leads work.
AI content & credits
The five AI writing tools, what they cost, the guardrails, and Industry News. Learn more.
Account & billing
Roles and invites, the team on your website, legal details, and your subscription. Account guides.