User journeys · Managing agent

A managing agent's scoped workspace

Managing agents work in the same platform as head office — same screens, same shortcuts, same live data — scoped to the homes they manage. No exports travel between the parties, and nobody sees another operator's book.

The full run, recorded

Recorded in the live product at 1280 × 800 against the seeded portfolio — unedited.

01

The same dashboard, their slice

125 homes instead of 10,000. Their funnel, their showings, their arrears — computed by the same engine that powers head office's view.

Step 1: The same dashboard, their slice
02

Their pipeline is theirs alone

Prospects, applications and tenancies filter to their buildings automatically. The board they drag is the board head office reads — one record, two vantage points.

Step 2: Their pipeline is theirs alone
03

Boundaries, enforced by the platform

Head-office surfaces — other operators, payout administration — simply don't exist here. Scoping is enforced by the platform itself, on every screen and every request.

Step 3: Boundaries, enforced by the platform
Next journey

Settings, policies and the team

Fee defaults, referencing criteria, message templates and teammates — the platform's dials, all in one room.