Guided journeys
Property workflows
Step-by-step guides built for every role in the property transaction. Follow the right journey for your situation — no experience required.
Buyer workflow
From your first property search to holding the keys — a complete guided journey for home buyers and investors.
- Inspection booking
- Offer & negotiation
- Finance approval
- Settlement
Seller workflow
List your property, manage enquiries and offers, and guide buyers through to a successful settlement.
- Listing & marketing
- Offer management
- Contract preparation
- Handover
Agent workflow
Coordinate all parties — sellers, buyers, inspectors, and conveyancers — through the full transaction lifecycle.
- Listing coordination
- Offers management
- Contract facilitation
- Compliance
Mortgage Broker workflow
Guide clients from borrowing capacity assessment through to formal approval, settlement, and post-settlement review.
- Borrowing capacity
- Lender comparison
- Pre-approval
- Settlement coordination
Inspector workflow
From booking acceptance to signed report delivery — a complete process for building and pest inspectors.
- Job preparation
- On-site inspection
- Report writing
- Client follow-up
Conveyancer workflow
Manage the full conveyancing matter from initial instructions through exchange, settlement, and post-settlement lodgement.
- Contract & Section 32 review
- Exchange coordination
- Settlement figures
- PEXA settlement
How it works
Every workflow follows the same structure
01
Choose your role
Pick the workflow that matches your position in the transaction.
02
Follow the steps
Each step includes what to do, what to prepare, and who to contact.
03
Track your progress
Tick off steps as you complete them — your progress is saved locally.
04
Complete the transaction
Reach settlement with confidence, knowing nothing was missed.