Before you start
Setting up takes one sitting for most agencies. Having these to hand makes it quicker:
Your CRM credentials
Section titled “Your CRM credentials”Agent Solution builds your website from your CRM, so this is the one thing you really need:
- Apex27: a single API key, found in Apex27 under Settings → API.
- Street: two tokens issued from Street under Settings → Account Administration → Applications: a Property Feed token (scope “Property Feed”) and an Open API token (scope “open API”).
- Loop: a single API key from your Loop account’s API settings.
Keys are tested before they’re saved, and encrypted before storing. Not sure where to find yours? Each CRM guide has step-by-step instructions, and you can skip the CRM step in the wizard and connect later from Settings.
Your brand
Section titled “Your brand”- Your logo (a transparent PNG or SVG works best).
- Your brand colour; the wizard has a visual picker if you don’t know the hex code.
- A contact phone and email for the site.
Optional: your domain
Section titled “Optional: your domain”Your site goes live immediately on an address like youragency.agentsolution.co.uk.
When you’re ready, point your own domain (for example www.youragency.co.uk) from the
site’s Domain tab; see Custom domains. You’ll need
access to wherever your domain’s DNS is managed (your registrar, or whoever set up your
current website).
Trial and pricing
Section titled “Trial and pricing”Every account starts with a 14-day free trial, with no card required to look around. See Billing & your plan for what happens after the trial.
Ready? Head to the set-up wizard walkthrough.