Setting up an agent microsite

Ten minutes start to finish, all from the Sites tab (owners and admins).

1. Create the site

Two paths, depending on the agent:

• Agent already in your CRM (the usual case): press Add a site, tick the agent under Agent microsites, adjust their subdomain if you like, and Create sites. Their site is built from the listings already attributed to them in your CRM; there’s nothing to import.
• Independent agent with their own CRM account: use Add an independent agent instead; see Independent agents & their own CRM.

Either way the new site starts as a draft: visitors see a “coming soon” page while you get it ready, but note that a microsite is billed from creation, not from publication.

2. Make it theirs

Open the site’s workspace and set the agent up properly:

• Appearance: their photo-friendly brand colours, their logo or headshot treatment, their contact details, and crucially the enquiry notifications email, which is where this site’s leads are emailed.
• Pages: the system pages arrive seeded; personalise the About page and hero copy to the agent’s patch and story (or point the agent at Writing with AI).
• Check their profile on the Agents tab (photo, bio, socials); it feeds their site.

What they can restyle versus what follows your main brand is governed by the theme lock; see Branding & customisation.

3. Invite the agent

On the Agents tab, press Invite in the agent’s row (they need an email address in the CRM or their profile). They get a sign-up email; once they’re in, they’re an editor scoped to their own site:

• Opening the portal takes them straight into their site’s workspace.
• Their Leads tab shows enquiries on their own listings. General messages from their site’s contact page are emailed to the site’s enquiry-notifications address (set that to the agent in Appearance) and appear in the portal at agency level.
• They can edit their site’s appearance, pages, menus, accreditations, calculators and legal pages, but not domains, Marketing & SEO, publishing, billing or anyone else’s site.

4. Go live

When it looks right, flip Publish site on the site’s Overview tab (owners and admins). Add their custom domain from the Domain tab whenever they’re ready; a microsite’s domain is included in its price.

Pricing

Branch and agent microsites are £29/month each, dropping to £19/month once you’re past ten, with each microsite’s custom domain included. The Billing screen is always the authoritative view.