Everything is included.
Always.

Property page

One page per property for its details, rooms and features, linked contacts, notes, viewings and competing adverts.

Photo gallery

Upload, reorder, rotate and tag photos by room, prepared automatically for the portals.

Property documents and history

A document drive for each property, plus a full record of every change made to it.

Mandate expiry control

Warns before a mandate lapses, locks the dates until a signed extension is filed, and takes expired listings off the portals at midnight.

Property intelligence and weekly tips

A market snapshot and portal and website engagement for each property, plus a weekly list of what to do next for the listing agent.

My Listings

Lets agents and managers browse, search and open the agency's property listings.

Add a new listing

Lets an agent create a new property listing through a step-by-step wizard, with saved drafts.

Imported stock from other agencies

Shows listings imported from other agencies so agents can view stock that is not their own.

Publish a listing live

Moves a listing from draft to live so it appears on the market.

Mark a listing as sold

Lets an agent record that a property has sold.

Listing live preview

Shows how a listing will look to the public before or after publishing.

Record a listing as sold by another agency

Lets agents record that another agency sold a listing, which removes it from the portals and keeps a loss record, with the option to put it back on the market.

Property recommendations

Gives weekly automatic suggestions for each property and lets agents act on, dismiss or switch them off.

Outreach queue and send hours

Queue pitches to go out in the allowed hours, using the agency’s own days, hours and holidays.

Outreach board and consent funnel

See which contacts are pending, confirmed, no-response or opted out, with a feed of all outreach and canvassing.

Seller live link

Gives a seller a private link to a live page showing how their property is performing, which the agent can revoke.

Seller outreach messages

Lets an agent compose and send a pitch message to a seller contact, or queue it, and record whether it was sent.

Outreach history, outcomes and opt-out / opt-in

Shows a contact's outreach history and outcomes, and lets an agent record opt-out or opt-in.

Prospecting listing outreach (pitch, sellers, phone numbers)

Lets an agent pitch a prospecting listing, link or unlink sellers, mark a primary seller or dead end, and manage phone numbers.

Seller information request

Lets an agent send a seller a request to fill in their information, including by WhatsApp link.

Public outreach landing page and preferences

Gives a seller a landing page from an outreach message, with pages to opt out, opt back in, unsubscribe and see the agent's card.

Pricing simulator

Test different asking prices and see the likely chance of sale, time to sell, holding cost and net proceeds.

Recommended price band and AI summary

Set a lower, middle and upper recommended price, with an AI market summary the agent can accept or edit.

Commercial evaluations

Value commercial, industrial, hospitality and agricultural properties, with financials, comparables and a PDF.

Presentation builder

Lets an agent create a seller presentation, upload documents and links, and generate the presentation.

Presentation analysis, comparables and pricing review

Lets an agent review comparable sales and competitor listings, adjust condition and size, and set the recommended price band.

Seller presentation page

Gives a seller a shareable presentation page, records their views, takes their details and lets them request a revision or refresh.

Presentation refresh requests

Lets staff see sellers' requests to refresh a presentation and acknowledge, resolve or decline each one.

Presentation outcomes dashboard

Shows how presentations turned into mandates or were lost, with outcome totals.

Presentation analytics

Shows the full funnel of presentation views, leads and outcomes.

Attach portal captures to a presentation

Lets agents review listings captured from portal pages, reclassify them, and attach them to or remove them from a presentation.

Farm units, crops and livestock in commercial evaluations

Adds farming units, crops and livestock to a commercial property evaluation, with values per head and carrying capacity filled in from standard figures.

Share link and brochure

Share a listing by WhatsApp or email, and print a brochure with a QR code that opens the listing.

Public agent page

A shareable, no-login page for each agent, with their listings and articles.

Property news articles

A pool of property-news articles, refreshed daily, that agents can share with clients.

AI ad copy

Writes Facebook and Instagram post text and hashtags from the listing facts.

Post to Facebook and Instagram

Publish a property advert, with its photos, to your connected Facebook page and Instagram account.

Connect social accounts and view post statistics

Lets an agent connect a social media account, choose a page, refresh post statistics and disconnect the account.

Printable property brochure (PDF)

Produces a printable A4 PDF data sheet for a property.

Marketing activity log on a property

Lets agents record a marketing activity against a property by hand.

Viewing pack buyer pack (PDF)

Lets agents download a buyer pack PDF for a viewing, choosing which property documents to include.

Road to Sold

A daily call list for each agent, built from selected prospects, with call outcomes and progress against the month’s target.

Claims and stale-claims review

Claim a property, log outcomes and release it. Managers review claims that have gone quiet.

Buyer matching on canvass stock

Pick a buyer to see only the stock that suits them, with the reasons it matches.

Market reports and suburb report

Upload market reports, which are read automatically, and print a suburb market report.

Tracked properties (properties not yet listed)

Lets an agent track properties that are not yet listed and view their history and owner information.

Promote a tracked property to a listing

Turns a tracked property into a full listing record in the agency's stock.

Notes on tracked properties

Lets agents add, edit and delete notes on a tracked property.

Opportunities board

Shows a ranked list of properties and listings the agency could pursue, with a detail view for each.

Daily prospecting work queue

Gives an agent their day's list of listings to contact and track.

Market pulse

Shows market statistics for areas and price segments, built from Property24 data.

Deeds capture (promote deeds-office captures)

Shows deed-registry and TVA captures for review, so staff can promote them into the books, dismiss them or resolve conflicts.

Shared match link for buyers

Sends a buyer a public link to view their matched properties, give feedback and ask to be re-engaged.

Portal leads inbox

Buyer enquiries from Property24 and your agency website in one inbox, with alerts to the listing agent. Private Property enquiries join when the agency switches them on.

Portal alerts waiting for an address

Lists Property24 alerts and prospecting listings that cannot be placed on the map yet because no address is known.

Buyer portal link

A private page, with no login, where a buyer sees hand-picked matches and responds to each one.

Core Matches (buyers and sellers matched to properties)

Lets agents match a contact's requirements to properties, track match status, reassign matches, share results (including by WhatsApp), see share history and convert a match into a deal.

Contact records (list, add, edit, delete)

Lets staff browse, add, edit and archive the people they deal with (sellers, buyers, tenants and others) from one contact list.

Street and complex address search (PDF)

Lets staff search contacts by street or complex address and print the results as a PDF.

Duplicate and already-on-our-books warnings

Warns staff when a contact or property address already exists in the agency's records before they save a new one.

Contact notes

Lets staff add, edit and remove dated notes on a contact's record.

Contact documents

Lets staff upload, view, download, tag and delete documents stored against a contact.

Consent to be contacted (record and withdraw)

Records when a contact has agreed to be contacted and lets staff withdraw that consent.

Contact touch log, birthday reminders and channel counts

Lets staff log that they contacted someone, switch birthday reminders on or off, and count which channels were used.

Contact tags, types, sources and labels

Lets an agency keep its own lists of contact tags, contact types, lead sources and phone/email labels, and apply tags to contacts.

Link contacts to properties, companies and representatives

Lets staff attach a contact to properties and to a company or other representative with a role, and record client testimonials.

Client app login

Create, reset, sign out or remove a client’s login to the CoreX client app.

Buyer pipeline board and buyer wishlists

Shows buyers on a stage-by-stage board, lets staff keep several wishlists per buyer with a primary one and its matches, and offers the same board for rentals.

Buyer playbook, lost buyers and lost-deal analysis

Lets staff tick off buyer follow-up steps, mark a buyer as lost or bring them back, and review why deals were lost and what they were worth.

Multi-property deals

Put several properties on one deal, each with its own price and commission.

Granted-deal protection

Blocks a second Granted deal on the same property, and keeps the property’s status in step with its deals.

Deal emails and filing

Link emails to a deal, and hold unfiled deal emails for bulk filing.

Deal Register V2 (list, search and filters)

Shows every deal in the agency register, with search and filters, so agents and managers can find and open a deal.

Capture and edit a deal

Add a deal in one form covering the property, sellers, buyers, attorney, bond originator, side splits and commission, then edit it or decline it.

Deal pipeline steps and stage changes

Lets staff complete, approve or reject pipeline steps, upload step documents, override due dates, and confirm, undo or dismiss suggested stage moves.

Deal documents and sending them to parties

Lets staff upload deal documents, choose who should receive them, send them out, and cancel a send.

Secure deal document links with one-time code

Sends parties a link to view or download deal documents, protected by a one-time code sent to them.

Work orders and certificates of compliance to suppliers

Lets staff prepare and send work authorisation forms and certificate-of-compliance requests to service providers for a deal step.

Supplier and attorney directory

Keeps the agency's list of conveyancers, attorneys and other service providers with their contacts and service types, and attaches them to deals.

Service types for suppliers

Lets managers define the types of service that suppliers can be linked to.

Deal pipeline templates and steps setup

Lets managers design the deal pipeline the agency uses, including templates, their steps, ordering and a master template.

Remarks on a deal

Lets staff add and delete short remarks on a deal's record.

Deal dates in your calendar app (iCal feed)

Gives each user a private calendar link that shows their deal dates in their calendar app, which they can reset or switch off.

Deal Register (DR2) with pipeline, parties and settlement

A deal register where agents create and edit property sale deals, run pipeline steps, email parties, and where a settlement officer completes settlement and prints statements and agent payslips.

FICA status on a contact

Shows on each contact whether their FICA pack is complete, expiring or outstanding, with quick links to request or view it.

FICA verification requests (agent and compliance officer approval)

Lets an agent send a FICA form to a client, then tracks the submission through agent approval, sanctions screening and compliance officer approval.

FICA client form (public)

Gives a client a private link to fill in their FICA details, questionnaire and ID documents, with a confirmation page at the end.

POPIA and compliance policy sign-off for staff

Asks each staff member to read and acknowledge the agency's policies section by section, then sign and receive a receipt.

RMCP compliance manual

Lets the agency keep its risk-management and compliance manual, edit and approve new versions, export it as PDF, and see who has read it.

PPRA inspection pack

Builds the document pack an agency hands to the regulator during an inspection, including practitioner, sales and mandate registers as PDF or CSV, with sampled rental files bundled in.

PPRA FFC employment letters

Creates, stores and signs the PPRA employment letter for a Fidelity Fund Certificate holder, and lets the person download their own letter from their portal.

Whistleblower report

Lets a staff member submit a confidential compliance complaint, which is reviewed, approved and passed to the regulator.

RMCP acknowledgement register (staff status, reminders, PDF)

Shows whether each staff member has acknowledged the current RMCP (valid, expired or not acknowledged), lets the compliance officer send reminders, and downloads the register as a PDF.

Policy acknowledgement register (per policy, reminders, PDF)

Lets the compliance officer pick a policy, see each staff member's acknowledgement status, send reminder emails, and export the register as a PDF.

Policy authoring, versions and approval

Lets authorised staff create agency policies, draft new versions, add and remove sections, approve a version, and download it as a PDF.

Employee screening register and dashboard

Lets compliance staff start a screening for an employee, track each check and its supporting document, complete or flag the screening, see who is overdue or never screened, and lets staff view their own screening history.

Agent FFC and training compliance overview

Shows the agency owner each agent's Fidelity Fund Certificate status and required-training status on one screen.

Sanctions (TFS) screening of FICA clients

Screens a FICA client against the UN consolidated sanctions list, lets the compliance officer clear a false positive or confirm a hit, escalates exact matches, and keeps the sanctions list up to date daily.

Staff document verification queue

Lets compliance staff review documents uploaded by staff (such as FFC certificates and IDs), and verify, reject or mark each one as expired.

Compliance document types per agency

Lets an agency define which compliance documents its staff must hold, and create, edit, archive and restore those document types.

Agency compliance provisions (company documents)

Lets an agency keep its own compliance documents (registrations, certificates, policies) with expiry dates, and download them securely.

Staff view of agency compliance documents

Lets staff browse and download the agency's compliance documents from their portal.

Company document expiry alerts

Notifies agency admins and compliance officers when a company compliance document is about to expire and again when it expires, using each document type's lead time.

Upload documents for a user and per-user compliance overrides

Lets an admin upload compliance documents on a staff member's behalf, and record or revoke a documented exception to a compliance requirement for that person.

FICA compliance officer and MLRO appointments

Lets an agency appoint its FICA compliance officer and money-laundering reporting officers, end appointments, and set how long FICA request links last and when submissions count as expiring.

POPIA information officer appointments

Lets an agency appoint its POPIA information officer and deputies, and end appointments, as the Act requires.

Whistleblower and PPRA settings

Lets an agency configure its whistleblower process, PPRA inspection pack details and PPRA employment letter details.

WhatsApp message retention period (POPIA)

Lets an admin set how many days (1 to 365) WhatsApp message bodies without consent are kept before they are deleted automatically, while the FICA record is kept.

Rental application form for tenants (public)

Gives an applicant a private link to fill in and submit a rental application, upload documents and sign the declaration and credit check consent, with autosave along the way.

Applicant PIN or ID check on return

Lets an agency ask applicants for a one-time PIN or an ID check before they reopen their application.

Configurable application form

Lets an agency choose which application fields are shown and which are required, and add its own fields.

Staff rental application review and approval

Lets agents review applications and check documents, then route them to named approvers who approve, decline, ask for more information, return or reopen them. The link can be reissued and the application exported as PDF.

Applicant emails at every stage

Emails the applicant as the application moves through each stage, including a decline email the agency writes.

Application to lease

Turns an approved application into a lease, without retyping.

Lease records

Create, edit, activate, cancel, archive and restore leases, with escalations recorded on each lease.

Lease renewals

Draft a renewal from the current lease or a template, upload a signed copy, or move the lease to month-to-month, with notices to the tenant and the landlord.

Lease e-signing in order

Sends a lease built from the agency's lease template for e-signature, signed in order by the agent, the tenants and the landlords.

Lease notices

Send, resend, download and archive breach notices (payment and other), notices to vacate and the Consumer Protection Act lease-expiry notice. Breach notices can go out in bulk and be marked remedied or vacated.

Tenant notices

Record a notice the tenant gives, and accept or reject it.

Rental inspections (staff, signing and tenant links)

Run move-in, move-out, routine and interim inspections with photos. Inspections are signed through a link, with reminders, and the tenant gets a private read-only link to the report.

Rental inventory reports (staff and tenant link)

Record the inventory of items in a rental property, with its own report link, signatures and move-out sign-off.

Rental fault reports and work orders

Faults are logged by staff, or by tenants and landlords in the client app, turned into work orders for contractors and tracked to completion, with the tenant confirming the job is done and a record of who pays.

Contractor secure link

Contractors respond to a work order, quote, upload photos and invoices and mark the job done through a secure link, without logging in.

Landlord approvals and spending limit

Landlords approve quotes, work orders and variations, with a spending limit above which their approval is needed.

Rental permissions by role

Lets an admin choose which rental actions each role is allowed to perform.

Move-in vs move-out comparison

Puts move-in and move-out inspection items side by side with proposed findings, each of which can be marked as a charge to the tenant.

Read scanned paper inspection forms

Reads the tick-marks on a scanned paper inspection form into the inspection, for staff to check and apply. Handwriting is not read.

Inspection photo pairing (move-in and move-out)

Groups photos of the same spot from move-in and move-out together, by hand or automatically, with a setting to switch automatic pairing on or off.

Inspection photo notes

Lets staff add a labelled note to an inspection photo (defect, wear and tear, or reference), which locks once the inspection is signed.

Rental inspection, inventory and work order settings

Lets an agency set inspection room defaults and walking order, condition ratings, photo note labels, automatic sending of inspection and inventory reports, and work order settings.

Custom rental detail fields

Lets an agency add its own fields to the rental details of a property, and reorder, archive or restore them.

Rental application document highlighting and figures ledger

Lets agents and authorisers highlight parts of an applicant's documents and capture figures from them into a ledger, where entries are struck out rather than changed so the trail stays visible.

Rental application decline reasons

Lets an agency keep a list of standard reasons for declining rental applications.

Rental application checklist

Lets an agency define the checklist worked through on each rental application, and require it to be complete before a decision.

Credit check consent

Names the agency's credit bureau in the consent the applicant signs. The agent runs the check and uploads the result to the application checklist.

Rental work order quotes

Lets staff record supplier quotes against a rental work order, choose the one to use, and download the quote.

Landlord and tenant client app access

Gives landlords and tenants access to the client app, switched on per person by the agency. Landlords see their properties, inspections, documents, decisions, faults and notices.

Rentals command centre and reports

A rentals command centre, plus rental reports (print, PDF and export), property rental history, landlord activity and a rental tab on each property.

Bulk rental take-on import

Imports an agency's existing rentals in bulk, including from reOS.

Deposit interest calculator

A standalone calculator for interest on a rental deposit.

PDF suite

Compress, merge, rotate and reorder pages, redact so it cannot be recovered, password-protect, and clean up scans.

PDF pack splitter

Upload a pack of several documents, and OCR splits it into labelled documents to file against the right contacts.

Amendments and returned documents

Signers can add conditions or strike-outs. The agent reviews, approves or sends back, with every change highlighted.

Send a document for e-signature (e-sign wizard)

A step-by-step wizard where an agent picks a template, fills in the parties and fields, and sends the document to the people who must sign it.

Send for signature, track signers, download signed copy and certificate

Sends a prepared document to each signer, lets the agent resend or remind, tracks who has signed, and downloads the signed copy and audit certificate.

Signer's external signing page

Gives an outside signer a private link where they verify their identity, read the document, consent and sign on any device, without an account.

Send a sales document to a client and collect the signed copy

Lets an agent send a sales or mandate document to a client by link, and the client returns the signed file through a private upload page.

Lease e-signing from the agency template

Sends a lease built from the agency's own template for signature, in order: agent, tenants, landlords. A lease already signed on paper can be uploaded and stored as signed.

Saved agent signature

Lets an agent store their signature image once so it can be placed on documents they sign.

Document templates (DocuPerfect) and clause library

Lets agencies upload and manage Word-based document templates and a library of reusable clauses that feed new mandates, offers and leases.

Document packs and web packs

Bundles several templates into one pack that agents launch together for a deal, as a downloadable pack or a web pack.

Shared drive

A team file store with shared drives and folders where staff upload, download, bulk-download and share general agency files.

Document filing register

A log that records where each signed or received document is filed, linked to properties, with search and restore.

Download my own user documents

Lets an agent download a document stored against their own profile from their portal.

Unfiled deal emails

Shows emails that are not yet filed to a deal, and lets staff file them, file them in batches or dismiss them.

Unmatched deal emails (suspense queue)

Holds emails that could not be linked to a deal, so staff can verify, reassign or dismiss them.

Message archive (email and WhatsApp)

Keeps a searchable, unchangeable record of every captured email and WhatsApp message, with threads, attachments and search.

WhatsApp linking and capture

Lets an agent link their WhatsApp account through a QR code so the agency's WhatsApp business messages are captured to the archive.

Email mailbox capture

Connects a mailbox (for example the team inbox) so its emails are copied into the archive automatically.

Communication triage

Shows incoming communications that could not be matched automatically, so staff can assign them to the right contact or deal.

Flagged message register

Keeps a list of messages flagged for compliance attention, for the compliance officer to review.

Communications access requests

Lets an agent ask for access to another agent's communications when a deal or inquiry needs it, and an owner approve it.

Voice note transcription in the message archive

Turns archived voice notes into text, with a language setting and the option to transcribe again.

Portal agent profiles

Switch agents on for each portal, and keep their profiles and photos up to date.

Public agency listing pages

A public property search and a listing page for every property on your agency website, with no login needed.

Lead response report

See how quickly leads were answered, against your target, by agent and by source, with print and PDF.

Portal and website statistics

Nightly views, alerts and enquiries for each listing, from each portal and your agency website.

Property24 portal publishing

Lets an agent publish a listing to Property24, submit it, check its status, and deactivate or reactivate it.

PrivateProperty portal publishing

Lets an agent publish a listing to PrivateProperty, manage show days and visibility, add a video, and check status.

Syndication status panel

Shows an agent which portals a listing is published to and its status on each.

Map: property and market pins

Shows listings, sold properties and tracked properties as pins on an interactive map.

Map: click-through summary cards

Shows a summary card for a clicked map pin (sold property, active listing, or scheme owner), with a pitch option.

Map: presentation pins

Shows the comparables and competitor properties used in a presentation on the map.

Map: saved searches

Lets an agent save a map search and reopen it later.

Map: log follow-up activity

Records an agent's follow-up activity against a map pin.

Property evaluation certificates with sign-off

Staff prepare a signed property valuation certificate, send it for authorisation, authorise or reject it, download it, and share a public view link.

Deal and market worksheets

Agents run a worksheet that works out commission and sales targets, and managers keep a market worksheet per branch and agency.

Calculators (commission, bond, transfer costs, bond overpayment)

Staff run commission, bond repayment, transfer cost and bond overpayment calculations, and upload a fee sheet to use in them.

Commission calculator with saved history

Work out commission quickly, and keep a saved history of each calculation.

PDF Splitter

Staff split a bundle of PDFs into separate documents, review and confirm each part, and link the parts to properties, contacts or rental applications.

Deal money figures

One consistent set of money figures for each deal feeds every report, and updates on every change.

My earnings (agent commission statement)

Shows an agent their own commission earnings from closed deals.

Commission management for principals

Lets principals see the commission overview across agents, confirm commission entries and mark them as paid.

Monthly targets

Lets managers view and save monthly targets for the company, branches and agents.

Agency performance and ROI report

Shows agency, branch and agent performance for any chosen period, with drill-downs and printable versions.

Team performance dashboards (company, branch, agent)

Shows targets against results for the company, each branch and each agent.

My payslips

Lets each employee view and download their own payslips.

Payroll employees and pay details

Lets payroll managers add staff as payroll employees, record earnings, deductions and banking details, and deactivate or reactivate them.

Earning and deduction types

Lets payroll managers define the earning and deduction types that appear on payslips.

Payroll runs and payslips

Lets payroll managers create a pay run, review and correct each payslip, finalise the run, cancel it, and download payslips and reports.

Leave dashboard and calendar

See who is on leave and what is pending, with approved leave shown on the shared calendar.

Staff documents and policy sign-off

Staff upload their ID, FFC and tax clearance, and read and sign agency policies, with reminders.

Leave types

Lets admins define the leave types staff can apply for, such as annual or sick leave.

Leave balances and adjustments

Shows each employee's leave balances and lets admins adjust or recalculate them.

Public holidays

Keeps the agency's public holiday list, which leave and payroll calculations use.

Approve or reject leave requests

Lets managers see leave requests from their team and approve or reject them.

Leave reports and admin dashboard

Gives leave administrators an overview, leave registers (exportable), a branch leave summary, per-employee accrual statements and an audit log.

Apply for leave and track my leave

Lets each staff member apply for leave, see their applications, and have the days calculated for them.

Generate a proforma invoice

Lets an agent generate a proforma invoice for a deal, with the server re-checking eligibility.

Proforma invoice list, view and PDF download

Lists the agency's proforma invoices, shows each one, and lets users download the PDF.

Edit, void and regenerate proforma invoices

Lets admins add or remove line items on a proforma, void it, or regenerate it.

Proforma invoice settings

Lets admins set the details used on proforma invoices.

Automatic calendar entries

The calendar fills itself with about 47 kinds of deadline, including mandate, lease, FFC and FICA expiry, deal steps, payroll dates, birthdays and leave.

Reminders and daily digest

Reminders before events, and one morning email with the day’s items and birthdays.

Today board

The home screen for each agent: today’s appointments and the actions that need attention most.

Automatic chore tasks

The system creates follow-up tasks itself, such as for a new or idle listing, under rules the admin switches on.

Alerts and notification preferences

A bell and inbox for alerts, where each person chooses what they are told, how early, and by which channel.

Calendar (events, invitations, reschedules)

Shows the agency's events on a calendar, lets users create, reschedule, complete or dismiss events, and respond to invitations.

Task board

Lets users create, update, complete, archive and restore tasks, with notes and checklists on each task.

Personal calendar cockpit, tiles and layers

Lets each user arrange their calendar cockpit and tiles, switch calendar layers on or off, and reset to defaults, saved per user.

Daily activity capture

Lets an agent record their daily activity entries and print a day sheet.

Daily activity summary (own, branch and agency)

Shows an agent their own daily activity totals, and lets managers see the same totals by branch and by agent.

My Portal (agent self-service)

Gives each agent a personal area to update their profile, upload documents, save their signature, manage branch access, see payslips and apply for leave.

Agent articles on the agency website

Lets an agent write, publish, unpublish and delete articles shown on their agent page on the agency website.

Admin dashboard (agency figures and monthly expenses)

Admins see agency-wide performance and financial figures on one dashboard, and record monthly expenses.

Company summary

Shows a company-wide summary page of the agency's headline numbers.

Agency website listing syndication

Lets an agent choose which listings appear on each agency website key, and activate, deactivate or refresh them.

Client sign-up by QR code

A client scans your personal QR code to register in the client app, and is linked to you automatically.

Buyer portal (view matched homes and give feedback)

Gives a buyer a private link to see the homes shown to them, respond to each with feedback, and see their details, without logging in.

Client sign-in with one-time code or password

Clients (buyers, sellers, landlords) sign in to the mobile client app with a one-time code or a password they set, and can change or delete their account.

Login with email and password

Existing users sign in to the CoreX web app with their email and password.

Reset a forgotten password by email

Users who forget their password request a reset link by email and choose a new password through it.

Change or confirm your password

Signed-in users change their password and re-enter it before sensitive actions.

Invitation-based account setup (no public sign-up)

New staff get an emailed invitation link to set up their own account; public self sign-up is switched off.

Role and permission manager

Admins create roles and choose which screens and actions each role can use, and assign roles to users.

Own, branch or agency data visibility per module

Each role can be set to see only its own records, its branch's records, or the whole agency's, separately for each module.

Switch between agencies (owner accounts)

Owner accounts that manage several agencies can switch the active agency or pick one at sign-in.

Switch branch

Users who belong to several branches can change which branch they are working in.

Manage users (invite, edit, roles, switch on or off, archive, delete)

Admins invite staff, edit their details and roles, switch them on or off, archive, restore and delete them, and run bulk actions.

Branch (office) management

Admins create, rename, configure, archive and restore branches and assign agents to them.

Assistants for agents

Lets admins invite assistants and link them to one or more agents, and lets each agent decide what their assistant may do on their behalf.

Import contacts

Upload a spreadsheet of contacts (CSV or Excel), map its columns to CoreX fields, and match agents, types, sources and tags during the import.

Export contacts to a spreadsheet

Lets a user with export rights download their contact list as a file to use outside CoreX.

Chrome extension: Portal Capture

Agents install a Chrome extension that saves property portal pages and pulls listings into CoreX; the install file is downloadable from CoreX.

Agency CoreX Public Website API (listings, agents, branches, articles, leads)

Lets an agency's own website read its listings, agents, branches, testimonials and articles, and send back website enquiries and listing view counts.

Agency website API keys

Owners create a named key per agency website, choose what it can read or write, turn the website on or off, and rotate or revoke keys.

Commission and revenue share rules

Lets the agency set its commission rules and revenue share, with changes kept in an audit trail.

Settings hub

A central settings area where admins configure the agency's preferences, notifications, document types, rental, lease and commission rules.

Company profile, branding and website settings

Admins edit the agency's company details, branding, website settings and testimonial visibility, and push sold listings to the website.

Email setup for mailbox capture

Lets users connect their mailbox so CoreX can capture their email, test the connection and manage it.

Prospecting and seller outreach setup

Lets managers set up the towns, suburbs, property types, price bands, stale and duplicate rules, and seller outreach templates used by prospecting.

Contact governance, leave on calendar and match rules

Lets managers set contact ownership rules, choose whether staff leave shows on the calendar, and set Core Match rules.

Calendar event types and expected contact documents

Lets an agency rename and describe calendar event types, reset them to defaults, and list the documents each contact is expected to have on file.

Staff take-on wizard

Walks an admin through a step-by-step wizard to take on a new staff member, then completes the take-on.

Agent onboarding pipeline

Tracks prospective agents from application to activation, including their documents, checklist and verification.

Agency setup wizard

Guides an agency owner or admin through first-time setup of company details, rules and modules, with steps they can skip and a finish step.

Ellie knowledge base

Ellie answers from the agency’s own documents and approved outside pages, refreshed daily.

Ellie voice booking

Speak to Ellie to book calendar events.

AI photo recognition

Suggests property features from listing photos.

Ellie AI assistant

A built-in helper that answers questions about CoreX, property law and your own listings, deals and contacts, and finds the page you need.

AI suburb market narrative and market brief

Writes a plain-language market summary for a suburb and bedroom count from the agency's data, with a standard text if AI is unavailable, and lets permitted users refresh the market brief.

Office TV display (code-based screen)

Shows office messages and performance boards on a wall-mounted screen that is unlocked with a six-digit code.

TV message manager

Lets admins and branch managers write, edit, delete and restore the messages and announcements shown on the office TV.

Hands-on guides

Guided walkthroughs where each step waits for you to do it yourself.

Training courses (learning centre)

Lets agents work through training courses lesson by lesson, mark them complete and sign off that they finished; admins can build the courses.

Training help guides

Gives agents a searchable library of in-app how-to guides, with progress tracking and a PDF version of each guide.

Guided in-app tours

Shows guided walkthroughs of CoreX screens, lists the tours each user can take, and remembers which steps they have seen or skipped.

Notifications centre

Shows a user's recent alerts in a list, lets them mark alerts as read, and lets them choose which alerts they want.

Send feedback to CoreX

Lets any user send feedback or a bug report from inside the app, which the team then reviews.