Three parts of the screen
- The header - platform search, the workspace switcher, display settings (currency, language, area units), notifications and your profile.
- The side menu - every section, gathered into groups. Groups collapse: one is open at a time.
- The main area - the page you are on.
On a phone the side menu hides behind a button and a bar with five main sections appears at the bottom.
The menu groups
| Group | What is inside |
|---|---|
| Home | The cabinet start page |
| Messages | The messenger: chats with clients and colleagues |
| Real Estate | Complexes, properties, rentals, collections, portals, advertising |
| AI tools | The "All tools" showcase plus the most frequent tools as separate items |
| CRM | CRM, market feed, contracts, calendar, smart requests |
| Wallet | The wallet and your plan |
| Community | Specialists, news, the referral system, the brokers' Telegram channel |
| Support | Tickets, contacts, FAQ and this knowledge base |
| API | Keys and developer documentation |
The menu carries the tools used daily rather than all of them. The full list of fifteen is on the All tools page: AI tools overview.
Workspaces
The button in the header with the workspace name switches you between your personal cabinet and the agencies you belong to. In an agency workspace a separate group appears in the menu:
| Item | What it covers |
|---|---|
| Dashboard | Team metrics |
| Team | Members and roles |
| Lead pool | Agency leads with no owner yet |
| Reports | Reports on the team's work |
| Floor plan quality | What actually sits in the floor plan slot of the agency's listings |
| Agency wallet | The shared balance and plan |
| Lead routing | The rule that assigns an owner to a lead |
| Settings | Brand, licences, commission plans, domain |
| Brand page | The agency's public page |
In detail: Agencies.
The home page
The home page gathers what a working day starts with:
- quick actions: add a property, publish to social, advertising, CRM, messenger, achievements and restarting the tour;
- your latest listings with their statuses;
- the wallet balance and current plan;
- the promotion block;
- the latest notifications.
Where to find things
| Question | Where to go |
|---|---|
| Add a property | Real Estate > the right type, the Add button |
| Upload many properties from a file | The same button, the arrow next to it, Import from file |
| Send a client a list of properties | Real Estate > Collections |
| Publish a property to social media | AI tools > Social publishing |
| Work out a price | AI tools > Property valuation |
| Look at leads and deals | CRM |
| Top up the balance | Wallet > Top up |
| Write to support | Support > Tickets |
Related articles
- What GREM Capital is - what the platform is for and who it serves.
- How to add your first property - the first working scenario.