Skip to main content
Housing Market GroupHousing Market GroupTutorials

Housing Market CRM tutorials

Leads, contacts, properties, marketing, rentals and team tools for agents and agencies.

For agents and agencies. 181 tutorials in 13 sections.

Start the overviewOpen the product

Your progress: 0 of 181 watched

1. Start here

  1. Housing Market CRM Dashboard Overview — A Quick Tour47 sThe Housing Market CRM dashboard is the first page you see after signing in: your whole account at a glance, compared with the previous period of the same length. This tour covers the period switch (7, 30 or 90 days), the key figures — new leads and enquiries, contacts, open leads, viewings, live listings, messages and response time — and the charts for leads over time, lead sources and your pipeline by stage. We finish with your top listings, the next seven days of viewings and follow-ups, and recent activity, then walk through the left-hand menu.
  2. Housing Market Manager — Run Your Rentals in One Place32 sHousing Market Manager is the property-management side of Housing Market CRM with its own front door, for letting agencies and landlords who mainly run rentals: rent tracking, maintenance, tenancies, owner statements and tenant screening, in one place. This tutorial opens the Manager page, reads what it covers, compares the pricing, and shows where an account starts.
  3. The Marketing Pro Tools in Housing Market CRM — A Tour1 min 49 sThe Pro plan of Housing Market CRM includes a set of marketing tools that live together under Marketing. This tour opens the Pro tools hub and visits its four tabs: the AI writer, which drafts a listing description or an email about a property in any of 17 languages, seller presentations for a listing appointment, seller reports that keep each owner informed every week, and the marketing score that shows how well one of your listings is marketed and what would raise it. It also points to the other Pro tools in the Marketing menu, which have their own videos. These tools are new and show a Beta badge while we refine them.
  4. The Marketing Business Tools in Housing Market CRM — A Tour1 min 44 sThe Business plan of Housing Market CRM has its own set of marketing tools for agencies, all in one place under Marketing, Business tools. This tour opens each tab in turn: Campaign ROI, which follows each email campaign to the leads, deals and commission recorded after it; Area farming, which counts the people in a neighbourhood you may write to; the agency Brand kit with campaign approval; the Team marketing calendar; Developer co-marketing for new developments; and Ad audiences, which prepares a hashed customer file of people who agreed to it. This feature is new and shows a Beta badge while we refine it.
  5. What Beta, New and Currently Updating Mean in Housing Market42 sNew parts of Housing Market products carry a small marker so you know what to expect. This tutorial opens a screen in Housing Market CRM that carries a Beta marker and explains all four markers. Beta means the feature is new and works, and we want to hear what you think. New and Updated point out something that was just added or just changed. Currently updating means a part is not ready yet. The Beta, New and Updated markers go away on their own after a while, and nothing is removed when they do.

2. Your account and plan

  1. How to Create a Housing Market CRM Account53 sThis tutorial opens a free Housing Market CRM account. From the sign-in page we go to the registration form, fill in a name, email address and password, pick the country portal the account belongs to, and confirm the email address with the link we send. We also explain the shortcut for agents who already have a Housing Market portal account: the CRM and the portal are one account, so those agents skip registration and simply sign in with their portal email and password. The Free plan has no time limit and needs no card.
  2. How to Sign In to Housing Market CRM36 sHousing Market CRM and your Housing Market portal agent account are one account. This tutorial shows how to sign in to the CRM at dashboard.housingmarketcrm.com with the same email address and password you use on your country portal, what happens after you click "Sign in to the CRM", and where to reset your password if you have forgotten it. There is no separate Google or Microsoft sign-in button: one Housing Market login is used everywhere, and your portal enquiries are waiting as leads the moment you arrive on the dashboard.
  3. How to Reset Your Housing Market CRM Password46 sThis tutorial resets the password of a Housing Market CRM account. We request a reset link from the sign-in page, follow the link from the email, choose a new password of at least eight characters, and sign in again. Because the CRM and your Housing Market portal agent account are one account, the new password works on your portal too. The confirmation message is the same whether or not an address has an account, which keeps account details private, and none of your leads, contacts or properties are affected by a reset.
  4. How to Update Your Profile in Housing Market CRM1 min 02 sYour Housing Market CRM account carries one profile that the rest of your Housing Market products read, so the name a client sees on a listing, in an email and on your portal profile is the same name. This tutorial opens My profile from Settings, walks through the fields you can change — first and last name, the display name other people read, your company, and a phone and a mobile number — and saves them. It also shows the one field that is deliberately fixed: the email address you sign in with is on the same form, greyed out, because changing it would change the account you and your portal share.
  5. How to Switch Language in Housing Market CRM33 sHousing Market CRM is available in 17 languages: English, Spanish, Arabic, Traditional and Simplified Chinese, German, French, Brazilian Portuguese, Thai, Vietnamese, Japanese, Hindi, Indonesian, Malay, Khmer, Turkish and Greek. This tutorial switches the whole interface to Thai with the language menu in the header, shows how menus, labels and dates follow, and switches back to English. The choice is remembered for your next visit. Your own data — contact names, notes and listing descriptions — is not translated and stays exactly as you entered it.
  6. Housing Market CRM Plans — Free, Pro and Business Compared37 sWhich Housing Market CRM plan is right for you? This tutorial opens Plan and billing and compares the three plans side by side. Free costs $0 and covers one user with leads, follow-ups, the pipeline, contacts, calendar and property analytics. Pro costs $29 per month for one user and adds publishing to the portals, email campaigns, lead scoring, buyer matching and branded vendor reports. Business costs $99 per month, includes 10 users and adds roles and permissions, lead routing, team reporting and deal tracking. We also show the Importer add-on for bulk property uploads.
  7. How to Upgrade Your Housing Market CRM Plan44 sWhen you reach a feature your plan does not include, Housing Market CRM tells you which plan unlocks it and takes you straight to the upgrade. This tutorial starts from a locked feature, opens the upgrade prompt, and continues to Plan and billing, where you move to Pro or Business. Payment happens on our payment provider's page, which opens in the same window; after paying you return to the CRM and the new features are available immediately. Prices are shown in US dollars: Pro is $29 and Business $99 per month.
  8. How to Update Billing Details in Housing Market CRM38 sPaying Housing Market CRM customers manage their subscription from Plan and billing. This tutorial opens it from Settings, reads the current plan, renewal date and add-ons, and uses Manage billing to reach our payment provider's secure billing page, where you change your card, update the billing details on your invoices, download invoices or cancel. The CRM never sees your card number. We also show where to move between plans and how extra Business users are added.
  9. How to Download Invoices from Housing Market CRM56 sEvery payment you make to Housing Market Group produces an invoice, and Housing Market CRM lists them on Plan and billing. This tutorial opens Plan and billing from Settings, finds the Billing & payments section with your saved payment method and subscriptions, reads the invoice list with its dates, numbers, amounts and status, and downloads an invoice as a PDF for your accounts.
  10. How to Recover Your Account When Signing Up for Housing Market CRM1 min 04 sAgents who already sell on a Housing Market country portal often try to register for the CRM as if it were a new product, and it is not — one email is one account across Housing Market. This tutorial fills in the registration form with an address that already has an account and shows what the form does instead of creating a duplicate: it says the email already has an account, offers to sign you in, and, if signing in does not work because the account lives on a portal rather than on the CRM, emails you how to get back into it. No second account is created and nothing you already have is touched.
  11. How Extra Users Are Added in Housing Market CRM1 min 00 sThe Business plan of Housing Market CRM includes 10 users, and each additional user is $5 per month. This tutorial follows the route an office manager actually takes: the seat counter on the Team page, the "Add users" link beside it, and the Users card it opens on Plan and billing. There you set the total number of users yourself, see what the additional ones cost before you confirm, and change it with one click — charged or credited pro rata on your next invoice. Fewer users works the same way, down to the users you have in use and invited.
  12. How to Send a Tenant Applicant Link in Housing Market CRM51 sApplicant links in Housing Market CRM, part of the Pro plan, send a prospective tenant one secure link. They give their details, upload an identity document and proof of income, and name their references once, and you receive a complete application pack. This tutorial creates a link for a unit, shows what the applicant fills in, and opens the application pack.
  13. Verify Your Email by Link in Housing Market CRMWhen you create a Housing Market CRM account, you confirm your email address by pressing a link we email to you. There is no code to type. This tutorial shows what you see until you have done it: you can sign in, but the CRM waits for you to verify your address, and a banner explains why. It shows the two ways forward, asking for a new verification email, which may take a minute to arrive, and changing the address if you made a typing mistake. Then it opens the email, presses Verify my email, and lands on the page that confirms your address is verified.

3. Leads and pipeline

  1. Lead Pipeline Board in Housing Market CRM — Kanban Overview55 sEvery lead in Housing Market CRM sits on the Tasks board, a kanban pipeline with five columns: New Task, Showing, Negotiating, Deal Closed and Lost Deal. This tour explains what each column means, what a lead card shows — the title, the contact, the status and the deadline — and how the quick filters for Today, Overdue, Completed and Future Follow Up narrow the board down. We also show the search box, the panels for contacts ready to transact and listings that could do better, and how to open a lead or add a new one straight into a column.
  2. How to Add a Lead Manually in Housing Market CRM55 sPortal enquiries become leads in Housing Market CRM automatically, but walk-ins, phone calls and referrals need to be added by hand. This tutorial creates a lead from the Tasks board: we give it a title and description, assign it to an agent, set its status, category, reminder and deadline, link the contact, tag the property the buyer is interested in, and save. The new lead appears in the New Task column straight away, ready to be worked like any enquiry that came from a portal.
  3. How to Work with a Lead Record in Housing Market CRM50 sThe lead record is where you work an enquiry from first contact to closed deal. This tutorial opens a lead in Housing Market CRM and walks through it: the description, the agent it is assigned to, its status and category, comments, the contact with one-click phone and message buttons, files, follow-ups, the lead source, internal notes that can mention colleagues, and the activity history. We add a comment, schedule a follow-up and finish by marking the lead complete, so you can see how each action is recorded.
  4. How to Link a Lead to a Property in Housing Market CRM42 sLinking a lead to the property the buyer is asking about keeps the conversation and the listing together in Housing Market CRM. This tutorial tags a property to an existing lead with the Tag Property button in the contact panel, picks the listing from your properties, and shows where the link appears. We also show the two other places a link is made: when you create a lead, with the Interested Property field, and from a property card, with "Link to a lead". Linked leads count towards the listing’s enquiry figures in Property analytics.
  5. How to Reply to a Lead in Housing Market CRM44 sThe Housing Market CRM Inbox brings every conversation with a person into one thread: portal enquiries, website and landing-page forms, ad leads and email. This tutorial opens the Inbox, filters it by channel, opens a portal enquiry about a Sukhumvit condo, and replies from the CRM. You choose how to send — as a portal reply or by email — and the answer appears in the thread and reaches the buyer on the channel they used. We also point out the unread filter and the archive, which keep the Inbox manageable on busy days.
  6. How to See Interested Buyers in Housing Market CRM39 sBuyer matches, a Pro feature of Housing Market CRM, shows which of your contacts are looking for exactly the kind of property you have live on the portal. When a listing goes live, the CRM compares it with the buyer requirements you have recorded — country, city, budget, property type and whether they want to buy or rent — and lists the contacts that fit. This tutorial opens Buyer matches, opens a live listing, reviews the matching contacts, and sends the listing to the selected buyers in one step.
  7. Lead Scoring in Housing Market CRM — Prioritise Hot Leads32 sLead scoring, part of the Housing Market CRM Pro plan, gives every lead a score from 0 to 100 so you can see at a glance who to call first. The score is worked out from signals the CRM already has, such as how quickly the lead was answered, how engaged the person is and how recent their activity is. This tutorial finds the score badge on the Tasks board, opens the breakdown to see what makes up a score, and shows the "Contacts ready to transact" panel that brings the hottest people to the top.
  8. Reverse Matching in Housing Market CRM — Find Buyers42 sReverse matching, part of the Housing Market CRM Pro plan, works the other way round from a normal search: instead of looking for homes for a buyer, the CRM watches your listings for buyers. This tutorial records a buyer’s requirements on a lead — country, city, budget, property type and whether they want to buy or rent — and then shows where the matches appear. Whenever one of your listings goes live that fits, the buyer is listed under Buyer matches, ready for you to send them the property.
  9. How to Assign a Lead to an Agent in Housing Market CRM38 sOn the Housing Market CRM Business plan, managers can hand leads to the agents in their team. This tutorial reassigns a lead from its record with the "Assign to Agent" field, confirms the change, and then shows how to switch the board between your own leads, the whole team and a single agent. We also point to bulk assignment from the Contacts list and to Lead routing, which assigns new enquiries automatically. On Free and Pro the field shows only you, because those plans have a single user.
  10. Follow-up Sequences in Housing Market CRM — Automate Follow-ups43 sFollow-up sequences, part of the Housing Market CRM Pro plan, turn your usual follow-up routine into a series of steps that run for every new lead. This tutorial opens Follow-up sequences, looks at an existing "New buyer enquiry" sequence, edits its steps, and shows how to switch a sequence off. Then we start a sequence on a lead from the lead record, so the reminders and messages happen on schedule without you having to remember each one. The Follow-ups page lists everything that is due.
  11. Pipeline Reports in Housing Market CRM — Read Your Numbers44 sPipeline reports in Housing Market CRM, part of the Pro plan, answers the questions an agency argues about: which sources actually become deals, where leads stop moving, how fast enquiries are answered, and why the deals you lost were lost. This tutorial opens Pipeline reports, changes the period, and reads each of the five panels in turn — lead source to deal, conversion by stage, response time, deals by stage, and won and lost reasons.
  12. How to Keep Cold Leads Warm in Housing Market CRM46 sMost leads do not say no, they go quiet — and six months later they buy from whoever was still in touch. Nurture in Housing Market CRM, part of the Pro plan, does that for you: when a lead who told you what they are looking for stops replying, they are emailed new listings that match the brief they gave you. This tutorial opens Nurture, goes through the settings that decide when it starts and how often it writes, saves them, and reads the activity log of what has actually been sent.
  13. How to Scan a Business Card in Housing Market CRM47 sYou come back from a property show with eleven business cards and type none of them in. Scan a business card in Housing Market CRM, part of the Pro plan, takes a photograph of a card and reads the name, company, job title, telephone numbers and email off it, then shows you the result to correct before anything is saved. This tutorial photographs a card, checks each field the scan filled in, fixes one, and saves it as a contact.
  14. How to Buy a Seller Lead in Housing Market CRM40 sSeller leads in Housing Market CRM are homeowners who ran a market estimate on one of the Housing Market portals and asked for agents who work their area to contact them. The introduction arrives first — the address, the property, what they want to do — and the homeowner's own contact details stay hidden until you buy the lead. This tutorial opens Seller leads, reads an introduction, filters to the ones nobody has contacted, and goes as far as the payment step.
  15. Relocation Leads in Housing Market CRM — Read the Requirements29 sRelocation leads reach Housing Market CRM from Relocate on the Housing Market portals, where someone moving to the country plans their move and asks to be connected with a local agent. The lead arrives with a Relocation requirements panel: who is moving, whether they want to buy or rent, where, the budget, when, and how many people. This tutorial opens one and reads it.
  16. Deals, Forecast and Statements in Housing Market CRM1 min 26 sDeals and commission in Housing Market CRM does more than list your deals. On the Business plan, two more tabs turn them into money you can plan with. This tutorial opens the Forecast tab and reads the expected commission by lead stage and by month, switches between your own commission and the whole office, and changes how many months ahead it looks. It then opens the Statement tab, which shows what each agent and each outside partner has earned, received and is still owed, beside what the office has invoiced.
  17. Your Follow-ups List in Housing Market CRM1 min 08 sEvery follow-up you set on a lead in Housing Market CRM lands on one page, so nothing you promised a client slips past. This tutorial opens the Follow-ups list from the left menu and shows how it groups your reminders by urgency: overdue first, then due today, then upcoming. It searches the list, opens the lead behind a reminder, ticks a follow-up off as done, and brings the completed ones back with a single switch.
  18. How to Run an Open House Sign-in with a QR Code in Housing Market CRM1 min 31 sOpen house sign-in in Housing Market CRM replaces the paper visitor list. You make a sign-in page for an open house of one of your live listings and print a poster with a QR code. Visitors scan it, sign in on their own phone and arrive in your CRM as enquiries tied to that listing. This tutorial makes the sign-in page, copies its address, prints the poster in another language, shows what a visitor sees, and closes the sign-in when the open house is over.
  19. How to Import Leads and Deals from a File into Housing Market CRM1 min 30 sImporting a file into Housing Market CRM is free on every plan, including Free. Besides contacts, the Import tool brings in your leads and your deals from a CSV, TSV or Excel file, up to 5,000 rows per file. This tutorial imports a leads file: choose Leads, pick the file, check the columns and the date format, read the dry run, and import. Then it does the same for a deals file with amounts in USD.
  20. How to Email Yourself a Report from Housing Market CRM49 sThe Team performance report in Housing Market CRM, part of the Business plan, shows leads, first-response time, deals closed and conversion for everyone on your account. This tutorial opens the report, chooses the period, and clicks Email me this report: the same figures arrive in your inbox as a CSV file you can open in a spreadsheet, keep, or forward to your team. The report is always sent to the email address on your own profile; you never type a recipient, and the screen tells you where it went.
  21. How to Log a Call on a Contact in Housing Market CRM54 sWhen you phone a client from your own mobile, Housing Market CRM keeps a record of it on the contact. This tutorial opens a contact, finds the Calls panel, logs a call by hand with its outcome, length and what was said, and shows it in the list of calls with that person. Logging calls is free on every plan.
  22. How to Receive DDproperty Leads in Housing Market CRM1 min 07 sIf you advertise on DDproperty (PropertyGuru) in Thailand, Housing Market CRM can receive every enquiry on your listings as a new lead. This tutorial opens Settings, Integrations, creates your private webhook URL for DDproperty, copies it to send to your DDproperty contact, and shows where you see that leads are arriving. It also explains rotating and revoking the URL.
  23. How to Build a Lead Form in Housing Market CRM1 min 24 sA lead form is a contact form you place on your own website, so every enquiry arrives in Housing Market CRM together with where it came from. This tutorial opens Lead forms for your website under Marketing, reads who the privacy notice names, builds a form with its name, heading, phone and message questions and the websites that may show it, opens the form, and finds its link and embed code. It then shows the report of where the leads of a form came from. This feature is new and shows a Beta badge while we refine it.
  24. Unanswered Lead Reminders in Housing Market CRM: Reply Faster55 sWhen a buyer writes to you and nobody answers, Housing Market CRM can email you a reminder. This tutorial opens Settings, then Notifications, and finds the Unanswered leads card. You switch the reminder on, choose how many hours a lead may wait before you are emailed, and choose when your office manager is told if it is still waiting. The reminder only goes out inside your working hours, and only once until the buyer writes again. Replying clears it. This part is new (Beta): replies sent from your own mailbox are not counted yet, and WhatsApp is not connected. The screens show an invented agent.
  25. Choose When Your Office Manager Is Told About an Unanswered Lead36 sIf a buyer writes to you and the lead is still unanswered after a long time, Housing Market CRM can tell your office manager as well. This tutorial opens Settings, then Notifications, finds the Unanswered leads card and chooses how long a lead may stay unanswered before your office manager is told. The choices run from 4 hours to 72 hours, and you save the choice with Save reminder settings. The screens show an invented agent.
  26. Switch Off the Unanswered Lead Reminder in Housing Market CRM33 sThe unanswered-lead reminder in Housing Market CRM is on by default, and you can switch it off if you do not want these emails. This tutorial opens Settings, then Notifications, finds the Unanswered leads card, unticks Remind me about unanswered leads and saves. You can switch it on again at any time. The screens show an invented agent.

4. Contacts

  1. How to Add a Contact in Housing Market CRM1 min 01 sContacts are the people behind your leads — buyers, tenants, owners and partners. This tutorial adds a contact in Housing Market CRM: we open Contacts, click New Contact, choose a category and pipeline stage, enter first and last name, phone and email, add notes and messaging handles such as LINE, Facebook and WhatsApp, record where the contact came from, and save. The new contact appears in the list, where you can filter by category, stage and source, and every later lead, message and viewing is linked to this record.
  2. How to Import Contacts into Housing Market CRM43 sMoving to Housing Market CRM from a spreadsheet or another CRM? The Import tool, part of the Business plan, brings contacts, leads and deals across in one go — up to 5,000 rows per file from CSV, TSV or Excel. This tutorial imports a contact list: we choose what we are importing, pick the file, check how its columns match the CRM fields, run a dry run to see what will happen, and complete the import. Importing never sends an email or a notification to anyone; the records simply appear in your CRM.
  3. Contact Timeline in Housing Market CRM — Every Touchpoint33 sEach contact in Housing Market CRM has a Timeline that joins everything the person has done with you into one list: portal enquiries, leads from your Cloud website and Ads campaigns, emails, campaign opens and clicks, and viewings. This tutorial opens a contact, reviews their details and phone numbers, and scrolls through the timeline to see how a buyer found you and what happened since. The timeline uses your own Housing Market data only; nothing is looked up from outside sources.
  4. How to Merge Duplicate Contacts in Housing Market CRM43 sThe same buyer enquires twice, one colleague types their name and another types their number, and now a Housing Market CRM account holds two records for one person. This tutorial opens Duplicate contacts, which groups records that look like the same person, compares the two side by side, and merges them. The merge is deliberately hard to reach, because it archives one of the two and cannot be undone — so the screen shows you what each record is attached to before you commit.
  5. How to Search Everything in Housing Market CRM43 sA buyer rings and all you have is half a name. Search in Housing Market CRM takes one box across your leads, contacts, properties, documents and tenancies at once, so you do not have to guess which list the record is in. This tutorial opens Search, looks up a contact by part of their name, reads the grouped results, and opens the record. On a phone, Search has its own entry in the left menu; on a laptop it is in the header, beside the account menu.
  6. Housing Market CRM Suppression List: Remove a Manual EntryThe suppression list holds the addresses nobody may email, and email marketing in Housing Market CRM is on the Pro plan. Since the 30 October update, an address that was added by hand can be taken off it again. This tutorial opens Suppressions in Housing Market CRM and shows which addresses have a Remove button and which do not: bounced addresses, spam complaints and unsubscribes stay on the list because the mailbox or the person decided. It then removes an address that was added by mistake and shows the confirmation.
  7. Undo a Contact Merge in Housing Market CRM Within 30 Days1 min 09 sHousing Market CRM now lets you undo a contact merge for 30 days. This tutorial opens Duplicate contacts (a Beta feature), picks the contact to keep, chooses detail by detail which record wins for the phone, source and notes, and merges the pair. The page then says what happened and offers Undo: one click brings the archived contact back with everything the merge moved. Nothing is deleted either way. The contacts shown are invented.
  8. Merge Several Duplicate Contacts at Once in Housing Market CRM1 min 00 sWhen your contact book has many duplicates, Housing Market CRM can merge several pairs in one go. This tutorial opens Duplicate contacts (a Beta feature), selects every pair that has the same email address, opens Merge selected, checks which contact each pair keeps, swaps one of them, and merges. The summary says how many pairs were merged, and Undo all brings them all back for 30 days. The contacts shown are invented.
  9. Undo a Contact Import in Housing Market CRM: See Every Row1 min 10 sImported the wrong file into Housing Market CRM? You can now see what happened to every row and undo the whole import. This tutorial opens Import, finds the import under Past imports, opens its Details (a Beta feature), reads what happened to each row (created, skipped or not imported, with the reason), and presses Undo this import. Undo archives the records the import created, leaves alone any record you edited since, and never deletes anything. The file and contacts shown are invented.

5. Properties and listings

  1. How to Manage Properties in Housing Market CRM50 sMy properties is where you keep every home you market in Housing Market CRM — including listings that are not public yet. This tour explains the property cards with price, bedrooms, bathrooms, living area and listing type, the status labels that show whether a listing is live on your portal, waiting for photos or not published, and the actions on each card: publish to the portal, link to a lead, create a landing page and distribute. We also show how to filter the list by status, switch between your own and the team’s listings, and where to add or import properties.
  2. How to Add a Property in Housing Market CRM1 min 09 sThis tutorial adds a new listing to Housing Market CRM with the Add Property form. We enter a title and address, pick the province and city, choose the property type, place the home on the map, set the price in US dollars, bedrooms, bathrooms and living area, choose whether it is for sale or to rent, write a description and add photos. Then we save it as a draft. A draft stays private in the CRM; when you are ready, the same form publishes it to the Housing Market portal your account belongs to.
  3. How to Publish a Property to the Portals from Housing Market CRM1 min 03 sWith the Pro plan, Housing Market CRM publishes your listings straight to the Housing Market portal your account belongs to — no second upload. This tutorial takes a draft villa in Rawai, Phuket, starts "Publish to portal" from its card, adds the photos the portal needs, and sends it live. The card then shows that the listing is on the portal, with a link to the public page. Enquiries buyers send from that page come back into the CRM as leads, already linked to the property.
  4. Property Statistics in Housing Market CRM — Views and Leads45 sProperty analytics in Housing Market CRM shows how each listing is doing on the portal. This tutorial searches for a listing, opens its analytics, switches between 7, 30 and 90 days, and reads the views and enquiries charts, the comparison with your other listings, and where viewers come from — countries, regions, cities, devices and the sites that sent them. We finish with the advertising section and the vendor report, which turns the same figures into a document you can send to the owner (PDF export is part of Pro).
  5. How to Bulk Upload Properties into Housing Market CRM44 sHave dozens of listings in a spreadsheet? The CRM Importer add-on brings them into Housing Market CRM in one go. It costs $29 per month and works on any plan, including Free. This tutorial opens My properties, starts "Import from file", chooses a CSV file, matches its columns to the CRM’s property fields, and imports the rows. Every imported property arrives as a draft, so nothing is published until you have checked it and added photos. The add-on is bought from Plan and billing.
  6. AI Listing Writer in Housing Market CRM — Draft Descriptions51 sWriting a good listing description takes time. The "Write with AI" button on the Add property form, part of the Housing Market CRM Pro plan, drafts one for you from the details you have already entered — property type, location, rooms, size and price. This tutorial fills in a listing, asks the AI writer for a draft, and edits the result. The draft goes into the description field only; nothing is saved or published until you choose to, so you always have the final word on what buyers read.
  7. Market Estimate Reports in Housing Market CRM52 sMarket estimates, part of the Housing Market CRM Business plan, help you prepare for a Market Estimate conversation with an owner. You describe the property — address, sale or rent, currency, type, area, bedrooms, bathrooms and floor area — and the CRM compares it with the market to produce an estimate you can discuss and share. This tutorial fills in a Sukhumvit condo and requests the estimate, then reviews the result. Use it as a well-founded starting point for your advice, not as a formal Market Estimate.
  8. How to Archive and Restore a Property in Housing Market CRM1 min 07 sMy properties fills up with listings you are no longer working on, and nothing in Housing Market CRM deletes a property. Archiving is the tidy-up instead: this tutorial archives a sold listing from its card, opens the Archived tab to find it again with the date it was archived on, and restores it to the Active list in one click. It also shows the sentence that matters most on that card — archiving changes nothing on the portal, so a listing that is live on your country portal stays live and keeps taking enquiries until you withdraw it there.
  9. How to See Your Portal Listings in Housing Market CRM57 sIf you already sell on a Housing Market portal, the listings that are live there now appear in Housing Market CRM too, under My properties, below the properties you manage in the CRM. Each one shows its portal status, price and size, and the portal's own figures: views, enquiries and how many buyers have it saved right now. They are read-only in the CRM, because the portal is the source of truth for anything live. This tutorial opens My properties, reads a portal listing and its figures, and switches from your own listings to every portal listing your agency owns.
  10. How to Boost a Listing in Housing Market CRM50 sA listing boost puts one of your portal listings above the ordinary results in portal search for seven days. You pay once — 19 US dollars, no subscription — and when the seven days are up the listing goes back exactly where it was; the listing itself is never changed. This tutorial opens Listing boost in Housing Market CRM, reads the price, shows a listing that is already boosted and until when, and goes as far as the payment step, which is our payment provider's secure page.
  11. How to Virtually Stage an Empty Room in Housing Market CRM53 sAI Virtual Staging in Housing Market CRM furnishes a photo of an empty room. You upload the photo, choose the room type and a style, preview what AI makes of it, and add the one you like to the portal listing, where it is clearly labelled "Virtually staged". This tutorial stages one room from a property and adds the result to its listing.
  12. AI Virtual Staging Allowance and Credit Packs in Housing Market CRM33 sAI Virtual Staging in Housing Market CRM comes with a monthly allowance — 20 staged images a month on Pro and 100 on Business, shared by the office — and credit packs for when you need more. This tutorial shows where to see how many images you have left, when the allowance resets, and how a credit pack works.
  13. How to Print a Listing Flyer with a QR Code in Housing Market CRM1 min 03 sHousing Market CRM makes a printable flyer for any of your listings that is live on a portal: the photo, price and key facts, your contact details and a QR code that opens the listing. This tutorial opens the flyer from My properties, changes its language for the buyers you hand it to, prints it or saves it as a PDF, and reads how many people scanned the code and how many enquiries came from it.
  14. How to Add a Property Abroad in Housing Market CRM1 min 16 sHousing Market CRM keeps properties in any country, not only in the country of your portal. This tutorial adds a townhouse in Portugal from a Thailand account: choose the country, search the address worldwide so the postcode and map pin fill in, type the province and city, and save it in your CRM as a draft. It also explains why a property abroad cannot be published to your portal.
  15. Housing Market CRM Import Existing Listings: File, Feed or WebsiteYou do not have to type your properties into Housing Market CRM one by one. Import existing listings brings them in from a spreadsheet, a feed link or your own website, and you review everything before anything is added. This tutorial opens Import existing listings from My properties, explains what each way needs and which plan it belongs to, and then reads a property feed link once, which is free on every plan. You look through what was found, leave out a possible duplicate and a listing with a problem, and add the rest to My Properties.
  16. Housing Market CRM XML API Sync: Automatic Daily Feed ImportIf your website already publishes your listings as an XML or JSON feed, Housing Market CRM can read it for you every day and keep your listings in step. New listings are added, changed ones are updated, and listings that leave your feed are marked inactive, never deleted. This tutorial opens Properties, then XML API Sync, and shows the two ways in: a free one-time import from a file or a feed address, and automatic daily sync, which needs a subscription that your portal and your CRM share. It then shows what the page looks like once a feed is running: when it was last read, how many listings were created, updated and marked inactive, any listing with a problem, and the buttons to pause, sync now, edit the matching or remove the feed. XML API Sync is a Beta feature.

6. Messages, calendar and documents

  1. WhatsApp Templates in Housing Market CRM — Message Faster45 sMany buyers prefer WhatsApp. Housing Market CRM Pro lets you prepare WhatsApp message templates in each language you work in — a viewing confirmation, a price update, a thank-you — with placeholders such as the contact’s first name and the property title. This tutorial creates a template, previews it, and then uses it from a contact: the CRM fills in the details and opens WhatsApp with the text ready to send from your own number. Sending and receiving through a WhatsApp Business account inside the CRM is planned for a later release.
  2. How to Manage Email Notifications in Housing Market CRM35 sNotification preferences in Housing Market CRM let you decide, event by event, how you hear about what happens in your account. For each event — for example a new lead arriving or a lead being assigned to you — you choose where the notification goes (in the CRM and by email, in the CRM only, by email only, or not at all) and how often (as it happens, in a daily summary, or never). This tutorial opens the preferences from Settings, changes two events and shows that every change is saved immediately.
  3. Notification Centre in Housing Market CRM — Stay on Top37 sThe bell at the top of Housing Market CRM is your notification centre. It collects everything that needs your attention — new enquiries, booked viewings, leads a colleague assigned to you and listings that went live — with a red counter for anything unread. This tutorial opens the centre, reads the latest items, follows one straight to the lead it is about, and marks everything as read. We finish by pointing to Notification preferences, where you decide which events also reach you by email and how often.
  4. How to Send a Bulk Email in Housing Market CRM49 sThe Marketing tool in Housing Market CRM Pro sends email campaigns to your mailing list — new launches, price drops or a monthly selection of listings. This tutorial looks at the mailing list and its consent status, opens Campaigns, starts a new campaign, gives it a name and subject line, adds a listing, chooses when to send and saves it. We also show Suppressions, the list of addresses that must not be emailed because they unsubscribed or bounced, which the CRM respects automatically.
  5. How to Connect Your Calendar to Housing Market CRM34 sConnecting your Microsoft 365 calendar to Housing Market CRM Pro lets the CRM see when you are already busy, so online viewing bookings avoid those times, and puts the viewings it books into your own calendar. This tutorial opens Calendar connections from Settings, explains what the connection can and cannot see, and starts the connection. The sign-in and permission step happens on Microsoft’s own page; afterwards you return to the CRM, where the provider shows as connected.
  6. Viewing Scheduler in Housing Market CRM — Plan Viewings44 sViewings in Housing Market CRM lists every viewing and consultation buyers booked online from your listings and your agent profile, and each booking is added to your calendar. This tutorial goes through upcoming, past and cancelled viewings, opens the lead behind a booking, reschedules one, and then sets up Viewing rules: whether you accept online bookings, your time zone, and the working hours and viewing days buyers can choose from. Online booking is part of Pro; the list of viewings is available on every plan.
  7. How to Use Messages in Housing Market CRM47 sMessages in Housing Market CRM is the one place every exchange with a person lives, so nobody has to remember whether the last reply went out by email or from a portal enquiry. This tutorial opens Messages, reads a thread from a buyer asking about a viewing, filters the list down to what is unread, replies, and archives a conversation that is finished. Every message stays attached to the contact, so the next person to pick the lead up sees the whole history.
  8. How to Use the Calendar in Housing Market CRM42 sThe Housing Market CRM calendar puts your viewings, meetings and follow-ups on one month view, so you can see what the week actually looks like before you promise a buyer a time. This tutorial opens the calendar, reads today's schedule, moves between months, and adds an event. Viewings booked through the CRM appear here automatically, and connecting Google or Microsoft brings your other appointments in alongside them.
  9. How to Store Client Documents in Housing Market CRM40 sDocuments in Housing Market CRM is where the paperwork for a client or a listing is kept — passports, tenancy agreements, offers to purchase — with the ones about to expire at the top. This tutorial opens Documents, reads the list and what each document is attached to, switches to the documents expiring within 30 days, and shows how a contract is made from a template and signed in person. You get a reminder 30 days before anything with an expiry date lapses.
  10. How to Run Viewings Offline in Housing Market CRM44 sA basement flat, a half-built development, a villa twenty minutes down a dirt road: the places you do viewings are the places with no signal. Viewings offline in Housing Market CRM keeps the day's viewings on your phone, with the buyer's number and what they asked about, and lets you write your notes at the door. The notes are sent as soon as you are back online. This tutorial opens the screen, reads a viewing, writes a note and refreshes the list.
  11. How to Use WhatsApp Templates in Housing Market CRM44 sWhatsApp templates in Housing Market CRM, part of the Pro plan, keep the messages you send twenty times a week — viewing reminders, new listing alerts — written once, in each language you work in. This tutorial opens WhatsApp templates, starts from one of the ready-made templates, previews it filled in for a real contact, saves it, and shows how to open WhatsApp on your phone with the text already there.
  12. How to Send a Contract for Signing by Email in Housing Market CRM1 min 41 sWhen your client is not in the room, Housing Market CRM can send a contract to them for signing by email. This tutorial opens a contract in Documents, uses Send for signature to give a seller their own signing link, and reads the status that appears: sent, opened, signed. It shows the plain-language warning about what a remote signature does and does not prove, how to withdraw links that have not been used, and how to download the signature record, the signed document with who signed it, when and against which hash.
  13. What "Could Not Deliver" Means on a Contact in Housing Market CRM48 sIn Housing Market CRM, a contact whose email address has bounced shows a Could not deliver label beside the address in your contacts list. This tutorial finds the label, explains what it means, corrects a misspelt address on the contact and saves it, after which the label is gone.
  14. How to Send an Uploaded PDF for Signature in Housing Market CRM1 min 59 sYou can send a PDF you have uploaded to Documents to one person or several for signature by email, without leaving Housing Market CRM. This tutorial opens a PDF in Documents, adds the signers with their roles, uses Send this PDF for signature, and follows each person from sent to opened to signed. It shows the note about what a remote signature does and does not prove, how to withdraw links that have not been used, where the signed copy appears once the last person has signed, and how to download it. This feature is new and shows a Beta badge while we refine it.
  15. Connect Your Microsoft 365 Mailbox to Housing Market CRM44 sYou can connect your own Microsoft 365 mailbox to Housing Market CRM, so that replies from your mailbox appear in the lead thread in your Inbox. This tutorial opens Connections from Settings and finds the Microsoft 365 mailbox card. Before it sends you to Microsoft, the CRM tells you in plain words what it reads, what it keeps and how you disconnect. Then you choose Continue to Microsoft, where you sign in and allow access on Microsoft's own page, and you return to the CRM. You can disconnect at any time from the same card. This part is new (Beta). The screens show an invented agent.
  16. Disconnect Your Microsoft 365 Mailbox in Housing Market CRM45 sYou can disconnect your Microsoft 365 mailbox from Housing Market CRM at any time, from the same card you connected it on. This tutorial opens Connections from Settings, finds the Microsoft 365 mailbox card that shows your connected account, and selects Disconnect. The CRM then stops reading your mailbox and deletes the access it holds, and the card goes back to its not-connected state. The screens show an invented agent and an invented mailbox, and nothing is sent to Microsoft.
  17. Reconnect Your Microsoft 365 Mailbox in Housing Market CRM50 sIf the connection between Housing Market CRM and your Microsoft 365 mailbox expires, the mailbox card tells you and offers Reconnect. This tutorial opens Connections from Settings, shows the card with its expiry notice, selects Reconnect mailbox and reads the short disclosure the CRM shows before it sends you to Microsoft. The sign-in and permission step happens on Microsoft's own page. The screens show an invented agent and an invented mailbox, and nothing is sent to Microsoft.
  18. Buyers Cancel or Move Their Own Viewing in Housing Market CRM1 min 37 sBuyers who book a viewing with you can now cancel it or pick another time themselves. This tutorial shows the Housing Market CRM side, the Viewings page note (a Beta feature), and then the page a buyer sees when they use the link in their confirmation or reminder email: they see their booking, choose another time you have free, or cancel with an optional reason. You are told every time, and a cancelled viewing stays in your Cancelled list. Nothing is deleted. The booking and the buyer page shown are an illustration with invented names.

7. Marketing and ads

  1. How to Create an Ads Campaign from Housing Market CRM1 min 05 sWith the Pro plan you can advertise a listing on Housing Market Ads without leaving the CRM. This tutorial opens Ad campaigns, picks a listing, and builds the campaign on one page: the banners are generated from the listing’s photos, title and description in 13 sizes and can be adjusted — headline, description, button text and colours — then you set a daily budget in US dollars, where the ad is shown and which keywords it targets, using search counts suggested from the portals. Campaigns are billed at a flat $10 per 1,000 impressions from your Ads balance.
  2. How to Add Contacts to Your Mailing List in Housing Market CRM1 min 33 sBefore you can send a marketing email in Housing Market CRM, the people you write to have to be on your mailing list, and each of them has to have agreed to hear from you. This tutorial shows the two quick ways to build that list without a spreadsheet: typing one person in on the Marketing page, and selecting people you already have in Contacts and adding them in one step. Both ask you to confirm consent and say where it came from, both skip anyone who has unsubscribed, bounced or complained, and neither sends anything.
  3. How Housing Market CRM Protects Your Email Marketing1 min 14 sHousing Market CRM sends your marketing email from Housing Market Group’s own verified address, so one agent with a bad list could hurt everyone’s deliverability. To prevent that, marketing is protected. This tutorial walks through the protections you can see: the daily and monthly sending allowance that starts low and rises while your bounces and complaints stay low, the warning and the pause if they do not, the shared list of addresses nobody may email, and the consent rule on every contact. Your other email, such as enquiries and password resets, is never affected.
  4. How to Send CRM Contacts to Housing Market Ads as an Audience54 sAd audiences in Housing Market CRM let you show your Housing Market Ads campaigns again to people you already know. This tutorial opens Ad audiences in the Marketing menu, looks at the ready-made audiences built from your contacts, such as cold leads and past buyers, reads how many people are in each and when each was last sent, and sends one audience to Housing Market Ads. It also explains who is left out and why: only people who agreed to marketing or tracking, and who have a Housing Market account, are included, and the screen shows counts, never names.
  5. How to Send an Email Campaign in Housing Market CRM2 min 05 sHousing Market CRM Pro builds a polished listing email for you. This tutorial opens Marketing, checks your sending allowance, and starts a new campaign: choose one of four ready-made templates, pick a live listing from the portal, write a subject line, and set your branding once, a colour and a line about you, so every email looks like yours. A live preview shows the email as clients will see it, on a desktop and on a phone. You then save the campaign, send yourself a test, and send it to everyone on your mailing list who agreed to hear from you.
  6. How to Promote a Listing to Portal Shoppers in Housing Market CRM1 min 45 sHousing Market CRM can email one of your live listings to property shoppers on the Housing Market portals who are looking for a home like it. This tutorial starts from My properties, opens Promote to shoppers on a listing, and walks through the page: how many matching shoppers there are and how to narrow them by area, price range and bedrooms, what the promotion costs, the email and its live preview, and when it goes out. You never see who the shoppers are, only counts. It then opens Shopper promotions to read the results of an earlier promotion, including what was charged for delivered emails.
  7. How to Build Audience Segments in Housing Market CRM1 min 59 sSegments in Housing Market CRM Pro let you describe the people you want to write to once, for example buyers with a budget under 200,000 dollars in Bangkok who have not been in touch for 60 days, and then count them and send a campaign to everyone who matches today. This tutorial opens Marketing, then the Segments tab. You count a saved segment and see how many people match and how many of them can really be emailed, build a new segment from conditions, count it before you save, and open the send form. Nothing is sent in this video. The feature is new and shows a Beta badge while we refine it.
  8. How to Set Up Automatic Email Triggers in Housing Market CRM1 min 58 sTrigger campaigns in Housing Market CRM Pro write to the right people when something happens, so you do not have to remember: a new listing in your area, a price that drops, a lead that has gone quiet, or a deal you have won. This tutorial opens Marketing and the Triggers tab. You see a trigger that is on and what it has done, check what a trigger would do right now without sending anything, create a new trigger for quiet leads, and see why a new trigger always starts switched off until you confirm that the people asked to hear from you. We stop before switching it on. The feature is new and shows a Beta badge while we refine it.
  9. How to Use the Launch Kit in Housing Market CRM1 min 42 sThe Launch kit in Housing Market CRM Pro launches a new listing in one go: an email to the buyers it suits, a printable flyer with a QR code, a property website, a Housing Market Ads boost and posts for social media. Each step runs on its own, so a step that fails or is not available shows exactly which and why, and a failed step can be retried without repeating the others. This tutorial opens Marketing and the Launch kit tab, reads a kit that finished only in part, and starts a new launch up to the confirmation: choose a live listing, tick the steps, write the email and confirm that the buyers asked to hear from you. We stop before launching, so nothing is sent. The feature is new and shows a Beta badge while we refine it.
  10. How to Read Your Marketing Results in Housing Market CRM1 min 29 sThe Results tab in Housing Market CRM Pro shows what your marketing brought: the emails sent, opened and clicked, bounces and complaints, and the enquiries, viewings and closed deals that came through your marketing. This tutorial opens Marketing and the Results tab, reads the totals for a period, the table by channel, and the table of your email campaigns, switches between 7, 30 and 90 days, and explains the two honest limits of the figures: opens are approximate, and enquiries from social media, flyers, websites and ads are counted on their own lines, never spread over email campaigns. The same screen opens from Marketing results in the menu. The feature is new and shows a Beta badge while we refine it. All figures in this video are examples.
  11. Your Weekly Stats Email from Housing Market CRM1 min 37 sHousing Market CRM sends every account holder one short email a week with their own figures: property views, new leads compared with the previous seven days, pending leads, and leads that are still waiting for a reply with the median time to a first response. Managers and office admins on a plan with team reporting also get a Team performance table. This tutorial shows the email exactly as the product builds it, with example figures for a demo account, explains when it arrives and when it is skipped, and shows where to switch it off in Notification preferences under Weekly CRM statistics. The figures in the email are the same ones your dashboard shows for the last seven days.
  12. How to Run a Foreign Buyer Campaign in Housing Market CRM1 min 27 sForeign buyer campaigns promote one of your live listings to Housing Market shoppers in another country, in their own language, once Housing Market has reviewed the campaign. This tutorial opens Marketing, Foreign buyer campaigns, chooses a listing and a country, checks how many matching shoppers there are, lets the writing assistant write the email in German, previews it, and sends it for review. You only ever see a number, never the shopper list, and the campaign is not charged. This feature is new and shows a Beta badge while we refine it.
  13. Housing Market CRM Promote with Ads: Advertise a Listing in Two ClicksHousing Market CRM can start an advertising campaign for one of your listings on the Housing Market portals with a single button. This tutorial opens My properties, finds a listing that is live on the portal, and clicks Promote with Housing Market Ads. The banners, the text and the place are made from the listing for you; you choose only the daily budget, which is paid from your own Housing Market Ads balance. Housing Market reviews every campaign before it is shown, and you can pause it at any time. The tutorial stops before the campaign is started. This is a Beta feature, on every plan.
  14. Housing Market CRM Email Marketing Limits and Suppression List1 min 35 sHousing Market CRM sends your marketing email from Housing Market Group’s own verified address, so one agent with a bad list could hurt everyone’s deliverability. To prevent that, marketing is protected. This tutorial walks through the protections you can see: the daily and monthly sending allowance that starts low and rises while your bounces and complaints stay low, the warning and the pause if they do not, the consent rule on every contact, and the shared suppression list of addresses that must not be emailed, including how you remove an address you added by mistake. Your other email, such as enquiries and password resets, is never affected.
  15. See your ad results in the CRM Results tab1 min 02 sThe Results tab in Housing Market CRM Pro now has an Advertising section. It shows the impressions, ad clicks, spend and enquiries from your own Housing Market Ads campaigns for the period you choose, with a line for each campaign, read from Ads itself. An enquiry on a portal listing counts when the visitor came from your ad and their cookie choice allows advertising measurement, so some enquiries are never counted. The screens show an invented agent and invented campaigns.
  16. See your social results in the CRM Results tab57 sIf your account holds Housing Market Social, the Results tab in Housing Market CRM Pro shows a Social media section. It adds up the posts you published, the link clicks, the listing visits and the enquiries from social for the period you choose, with a line for each network, read from Social itself. These are your own figures, not your office. If Social does not answer for a moment, the rest of the Results tab is not affected. The screens show an invented agent and invented posts.

8. Social

  1. How to Share a Listing on Social Media from Housing Market CRM2 min 00 sHousing Market Social is the 19 USD a month add-on that turns your portal listings into social media posts from inside Housing Market CRM, on any plan. This tutorial opens Marketing > Social, reads the offer, then works in the Social app: connecting your LinkedIn account, writing a post from one of your listings, previewing it and scheduling it, finding it on the calendar, and reading the clicks and enquiries your posts brought on the Statistics screen.
  2. How to Connect LinkedIn to Housing Market Social1 min 15 sBefore Housing Market Social can post for you, it needs a connected account. This tutorial opens Accounts in Marketing > Social inside Housing Market CRM, shows which network works today (LinkedIn, for your personal profile) and which are currently updating, connects LinkedIn, and explains the messages you see when the connection works, when you cancel it, and when LinkedIn refuses it.
  3. How to Write a Social Post with AI Captions in Housing Market Social1 min 22 sHousing Market Social can write the first draft of a post for you. This tutorial opens New post in Marketing > Social inside Housing Market CRM, links one of your live listings, asks "Write it for me" for a LinkedIn caption with hashtags, puts the draft in the text box, checks the preview and schedules the post for a date and time.
  4. Social Statistics and Tracked Links in Housing Market Social1 min 16 sHousing Market Social counts what your posts bring you. This tutorial opens Social statistics in Housing Market CRM: the summary of posts, link clicks, listing visits and enquiries, the top posts ranked by link clicks, the numbers LinkedIn provides and the ones it does not, the tracked short link of each post, the CSV and PDF reports, and a lead in the CRM whose source reads "Social: LinkedIn".
  5. How to Manage Posts and Queues in Housing Market Social1 min 11 sThe Posts screen of Housing Market Social lists every post you wrote, with its state: draft, scheduled, paused, published or failed. This tutorial filters the list, changes the text of a scheduled post, shows how to pause, duplicate, take back or delete a post, and then sets up a queue: fixed days and times your LinkedIn account posts at every week.
  6. How to Start a Free Trial of Housing Market Social1 min 12 sHousing Market Social is an add-on for one person, on any Housing Market CRM plan, Free included. This tutorial opens Marketing > Social, reads what the 19 USD a month subscription includes and which network works today, shows where you subscribe on a secure payment page with a 7-day free trial, and where you later see your trial, its end date and Manage billing to change or cancel.
  7. How to Make Evergreen Post Lists in Housing Market Social1 min 29 sAn evergreen list in Housing Market Social is a set of posts that go out again and again on a schedule: an introduction to you, buying and renting tips, a client testimonial. This tutorial makes a list for your LinkedIn profile that posts every Tuesday and Thursday at 10 AM, sets how many days a post rests before it repeats, adds two posts and shows how to switch a list or a single post off.
  8. How to Bulk Schedule Social Posts from a CSV in Housing Market Social59 sBulk upload in Housing Market Social schedules many posts at once from a spreadsheet. This tutorial opens Bulk upload in Marketing > Social inside Housing Market CRM, starts from the template, pastes a file with one row per post, checks it, reads which rows are ready and which need fixing, and schedules the ready posts for your LinkedIn profile.
  9. Housing Market Social Settings: Time Zone and Defaults46 sThe Settings screen of Housing Market Social sets how the app looks and behaves for you. This tutorial chooses the first day of the week, the time zone your posts are scheduled and shown in, the default tone and language of posts written from a listing, and shows where your subscription, your notifications and the note on your data are.
  10. Housing Market Social Auto-Post Rules: Post New ListingsHousing Market Social can write and queue a post for you when something happens to one of your listings. This tutorial opens Auto-post in Housing Market CRM and shows the four events you can choose, a new listing, a price drop, a sold listing and a rented listing, how to switch one on, and the settings of each: the tone and language of the text, whether the post is scheduled or left as a draft for you to check, the delay, the account queue, quiet hours and the smallest price drop worth a post.
  11. Housing Market Social Links: Track Clicks on Every LinkHousing Market Social gives every flyer, open house sign, shortlist, referral and email its own short link that counts clicks, listing visits and enquiries. This tutorial opens Links in Housing Market CRM, filters the list by kind, shows the numbers of one link, and creates a new link for a listing. Asking again for the same kind and listing returns the link you already have, so a QR code you printed never changes.
  12. Housing Market Social Statistics by PropertyHousing Market Social can show what your social posts did for one listing. This tutorial opens By property in Housing Market CRM, chooses a listing, and reads its summary for the last twelve months: posts, link clicks, listing visits and enquiries, the numbers by network, the numbers LinkedIn provides, and each post on its own. A number a network does not share is marked as not provided, never shown as a false zero.
  13. Housing Market Social: Delete My DataYou can ask Housing Market Social to delete what it holds about you at any time, even without a subscription. This tutorial opens Settings in Housing Market CRM, goes to Delete my data, and shows the three things you can choose to delete: your statistics, your inbox and your connected accounts. It also shows what stays: your posts and schedule, your short links, and your payment records. The video stops before anything is deleted.
  14. Housing Market Social: Post by Hand to Facebook and Instagram2 min 01 sFacebook and Instagram do not let any tool post to a personal profile or a group, so Housing Market Social cannot post there for you. What it can do is remind you: add your profile or group under Accounts, schedule a post for it like any other, and at the scheduled time you are sent the text and the pictures, ready for you to post yourself. This tutorial adds a personal Facebook profile, schedules a post for it, shows the reminder you receive in Settings, and then marks the post as posted with I posted it.
  15. Housing Market CRM Link in Bio: One Link for Your Social ProfilesSocial networks let you share one link in your profile. Housing Market CRM gives you one: a light page with your photo, rating, latest reviews, live listings and the ways to reach you. This tutorial opens your profile in Housing Market CRM and shows the Link in bio card: the page is ready the first time you look, you can add a line under your name, choose whether your phone number and email address appear (both stay off until you turn them on), copy the link, and see how many enquiries came from it. It is free on every plan.

9. Rentals and property management

  1. Lease Reminders in Housing Market CRM — Relet Before It Ends46 sA lease you arranged two years ago is a lead you have already won once. Leases in Housing Market CRM, part of the Pro plan, keeps the tenancies you brokered and reminds you before each one ends: 90 days out, the tenant comes back onto your board as a lead and you are prompted to ask the landlord about relisting. This tutorial opens Leases, filters to the ones ending within 90 days, and reads what a lease records.
  2. How to Manage Rented Homes in Housing Market CRM46 sProperty management in Housing Market CRM, part of the Pro plan, is the register of the homes your agency manages for somebody else: the unit, who owns it, what share each owner holds, and how many of your allowance you have used. This tutorial opens the register, reads a unit and its owners, adds one, shows what archiving a unit does to your allowance, and opens the five screens that hang off it — rent, tenancies, maintenance, screening and owner statements.
  3. How to Track Rent in Housing Market CRM43 sRent tracking in Housing Market CRM, part of the Pro plan, is the dates rent falls due on the homes your agency manages and what your agency has recorded as received. Housing Market never collects the money: this is your own record, which is why every entry is something a person at your office wrote down. This tutorial opens Rent tracking, schedules the months for a tenancy, records a payment as received, waives a month, and reopens one recorded by mistake.
  4. How to Record a Tenancy in Housing Market CRM42 sTenancies in Housing Market CRM, part of the Pro plan, records who lives in each home your agency manages, for how long, and at what rent. A renewal is deliberately a new tenancy rather than an edit of the old one, which is why last September's rent is still right after this year's increase. This tutorial opens Tenancies, records one, ends a tenancy, renews another, and shows what archiving does.
  5. How to Handle Maintenance in Housing Market CRM42 sMaintenance in Housing Market CRM, part of the Pro plan, is what is broken in the homes your agency manages, who is dealing with it, and what is still outstanding. Each priority has its own idea of late, so an emergency reported yesterday reads as overdue while a low-priority job from last week does not. This tutorial opens Maintenance, reports a problem, takes one on, attaches a photograph, and hands a job back.
  6. How to Screen a Tenant in Housing Market CRM46 sTenant screening in Housing Market CRM, part of the Pro plan, records applications for the homes your agency manages, the checks your own staff carried out, and the decision you reached. There is no credit bureau behind it: the checks here are the ones your agency does, written down so the office has one answer to "why did we take this tenant?". This tutorial takes an application, records the checks, reads the supporting documents, and sets the decision.
  7. How to Send an Owner Statement in Housing Market CRM44 sAn owner statement in Housing Market CRM, part of the Pro plan, answers one owner's question for one month: which of my homes were let, who was in them, what was due and what arrived. It reports and nothing else — Housing Market takes no cut of the rent, deducts nothing and pays nobody. This tutorial picks a month and an owner, reads the preview, records the statement, and shows what happens when a co-owner's share was never written down.
  8. How to Remind a Tenant About Rent in Housing Market CRM52 sRemind tenant, in Housing Market CRM's rent tracking on the Pro plan, emails a tenant about one rent charge that is due or late. The email goes from your agency, and replies come straight back to you; nothing is sent until a person at your office confirms it, and Housing Market still never collects the rent. This tutorial opens Rent tracking, finds a late charge, sends the tenant a reminder and shows where the CRM records when it went.
  9. How to Send a Work Order to a Contractor in Housing Market CRM1 min 01 sSend work order, in Housing Market CRM's maintenance on the Pro plan, emails the contractor you choose the details of a repair: what is wrong, the address and how to reach you. The contractor is one of your own contacts, nothing is sent until you confirm it on screen, and no amount is included — Housing Market never bills for the work. This tutorial opens Maintenance, chooses a contractor for an open request, sends the work order and shows where the CRM records it.
  10. How to Export an Owner Statement from Housing Market CRM41 sOwner statements in Housing Market CRM, part of the Pro plan, report what each home earned and cost an owner in a month. A statement can now be downloaded as a spreadsheet file or printed, so it can be sent to the owner or kept with your accounts. This tutorial opens Owner statements, chooses an owner and a month, and downloads and prints the statement.
  11. How to Recommend a Service Provider in Housing Market CRM38 sService providers in Housing Market CRM lists the movers, cleaners, inspectors, lawyers and other local providers on Housing Market Services, so you can recommend one to a client with a personal link. This tutorial filters the list by category and city, recommends a provider, copies the link for the client, and shows where your referrals are kept.
  12. Housing Market CRM Automatic Rent Reminders for TenantsHousing Market CRM can email your tenants a reminder about rent that is still due, without you doing it by hand. This tutorial opens Rent tracking in Housing Market CRM and shows the Automatic reminders to tenants card: it starts switched off, so nothing is sent until you switch it on. You choose how many days before the due date and how many days after it a reminder goes out, and the language of the email, then save. The email goes out in your name, replies come to you, and it never says the tenant is late. Housing Market never collects the rent. Available on the Pro plan.
  13. Housing Market CRM Rent Reminders for Tenants — Manual and Automatic1 min 22 sHousing Market CRM can email a tenant about rent that is still due, in two ways, on the Pro plan. With "Remind tenant" you send one reminder for one rent charge after confirming it on screen. With "Automatic reminders to tenants" your agency switches on a reminder that goes out a number of days before and after the due date. Either way the email goes out in your agency’s name, replies come straight to you, it never says the tenant is late, and Housing Market still never collects the rent. This tutorial shows the button, the confirmation, the record of when a tenant was reminded, and the automatic reminder settings.

10. Developers

  1. How to Launch an Off-Plan Development in Housing Market CRM1 min 20 sDeveloper projects in Housing Market CRM is where a developer, or the agency selling for one, builds an off-plan development — its towers, unit types, units and price lists — as a free draft, then publishes it to put its page on the portal and open it to agents. This tutorial opens Developer projects, looks at a draft ready to publish, walks through a published project's details, deposit and agent commission, checks the live availability grid unit by unit, and ends on the three developer plans.
  2. How to Create a Developer Project in Housing Market CRM58 sDeveloper projects in Housing Market CRM let a property developer build an off-plan launch — the project, its towers, unit types, units and prices — and open it to agents on Housing Market, who reserve units for their buyers. Every project starts as a free draft. This tutorial creates a project and sets the details that matter most: how long a reservation waits for your approval, the usual deposit, and the commission agents earn.
  3. How to Add Units and Use the Availability Grid in Housing Market CRM52 sA development in Housing Market CRM is built from phases, unit types and units, and the availability grid shows every unit by floor in one colour-coded view: available, on hold, reserved, sold or off sale. This tutorial adds a phase and a unit type, adds a whole block of units in one go from a code prefix and a range of floors, and uses the grid to take a unit off sale.
  4. How to Publish a Price List for a Development in Housing Market CRM36 sA price list in Housing Market CRM sets the price of every unit in a development at once, from a date you choose. You prepare it as a draft, check it, and publish it; publishing updates the units and the list can no longer be changed. This tutorial opens Price lists, starts a new list, reviews a draft and publishes it.
  5. Developer Plans and Publishing a Project in Housing Market CRM45 sPublishing a development in Housing Market CRM puts its project page live on the portal and opens it to agents, and it is the only step that uses a developer plan: drafts and completed projects are free. There are three plans, by the number of projects live at the same time. This tutorial opens a draft project, shows the Publish button, and opens Plan and billing to compare the plans.
  6. How Agents Reserve a New-Development Unit in Housing Market CRM1 min 00 sNew developments in Housing Market CRM lists the off-plan projects developers have opened to agents. You can see each project's live availability, reserve a unit for your buyer, and earn the developer's commission when it sells. It is free on every plan. This tutorial finds a project, opens its units, reserves one for a buyer from your contacts, and follows the reservation under My reservations.
  7. Approve Reservations and Track Commissions in Housing Market CRM52 sReservations in Housing Market CRM are how a developer runs the sale of each unit: an agent or a buyer requests a hold, you approve or decline it before the timer runs out, record the deposit, and mark the unit sold. A unit sold through an agent creates a commission you then approve and mark paid. This tutorial takes one reservation from hold to sale and settles its commission.
  8. How to Message a Developer from Housing Market CRM1 min 05 sWhen you sell units in a new development through Housing Market CRM, you can message the project's developer directly from the CRM. This tutorial opens a project under New developments, clicks Message the developer, writes a question about a unit, and shows where the developer's answer arrives: in your Inbox, under the Projects filter, with the unread mark and a notification in the bell.
  9. Housing Market Developer Launch: Choose Which Agents Are AlertedWhen a developer publishes a new project, Housing Market alerts the agents who work in that area, so the right agents hear about it first. This tutorial opens a project in Developer projects, then its Audience tab. You choose the area, a country, a province or state, a city and a district, and a radius around the project if its map location is set, and you see one number: about how many agents will be alerted. You never see their names or contact details; an agent is in touch only if they reply or reserve a unit. The tutorial also covers what is not counted, and the delivery figures: waiting to send, sent and not sent. Alerts go out once, when the project is first published.
  10. Housing Market CRM New Development Alerts: Choose What You HearWhen a developer publishes a new project in your market, Housing Market CRM can tell you once, in the bell and by email, so you can offer it to your buyers early. This tutorial opens New developments, then the Alerts tab, and shows how you choose what you hear about: which countries you want alerts for, the areas where you work, and which developers you would rather not hear from. It also shows where the delivery, the bell, email or both, and the frequency are set. Alerts are free for every agent.

11. AI Autopilot

  1. How to Use AI Autopilot in Housing Market CRM1 min 10 sAI Autopilot is an add-on for Housing Market CRM that drafts replies, follow-ups and listing alerts for your leads, in each lead's own language, from your own listings and nothing else. Every email waits in your approval queue until you approve it: nothing goes out on its own. This tutorial opens the AI Autopilot settings, shows what it may do and the guardrails it works within, then approves a drafted reply and looks at one the guardrails held back for review.
  2. How to Start AI Autopilot in Housing Market CRM46 sAI Autopilot is a paid add-on for Housing Market CRM that answers new enquiries within minutes in the lead's own language, asks the questions that qualify them, follows up when they go quiet and hands the lead to you when they want a viewing. Nothing is sent until you approve it. This tutorial shows where you meet it — on a lead, and on its own settings page — and how the seven-day free trial starts.
  3. How to Set Up AI Autopilot in Housing Market CRM1 min 03 sAI Autopilot in Housing Market CRM works to the rules you set on its settings page: whether it is on, how its emails are sent, which of its seven jobs it does, when it follows up, the four guardrails every draft is checked against, the tone and signature it writes in, and a daily cap on what it may spend. This tutorial goes through each section and saves the settings.
  4. How to Approve AI Autopilot Replies in Housing Market CRM54 sEvery email AI Autopilot drafts in Housing Market CRM waits in one approval queue until you approve, edit or reject it. The queue also shows what it did for you over the last 30 days. This tutorial opens the queue, approves a reply, and deals with a draft held back because it states something that is not in your listing data.
  5. AI Autopilot on a Lead in Housing Market CRM — What It Knows48 sOn each lead in Housing Market CRM, the AI Autopilot panel shows where the conversation stands: whether it is active, how serious the lead looks, a short summary, what is known about their budget, timing and area, the draft waiting for you, the lead's latest message with an English rendering, and everything it has done. This tutorial walks through the panel on one lead and approves its reply.
  6. AI Autopilot Handover and Morning Digest in Housing Market CRM42 sAI Autopilot in Housing Market CRM stops the moment a lead needs a person — when they ask for a viewing, make an offer, ask it to stop, complain, or when you reply yourself — and hands the lead to you with a summary. Each working morning it also sends you one digest email. This tutorial opens a lead that has been handed over, shows how to let AI Autopilot carry on, and where the morning digest is switched on.

12. Website and widget

  1. Client Portal in Housing Market CRM — What Your Client Sees46 sThe client portal in Housing Market CRM, part of the Business plan, is a page of their own for your buyer or your seller — no password to invent, just a link emailed to them. A seller sees how their listing is doing week by week and the notes you wrote them; a buyer sees the shortlist you built and the viewings booked, and can tell you which homes they like. This tutorial is filmed from the client's side, so you can see exactly what you are sending them.
  2. How to Publish a One-Property Website in Housing Market CRM1 min 28 sA property website is a web page of its own for one listing, with its own link and an enquiry form that sends each enquiry straight to Housing Market CRM. This tutorial opens one of your properties, chooses Property website, makes the page, reads who the privacy notice names, writes a headline and welcome text, chooses whether your phone number and email address show, saves, publishes the page and copies its link. It ends on the list of all your property websites, where you can publish or unpublish each one. This feature is new and shows a Beta badge while we refine it.
  3. How to Collect a Video Testimonial in Housing Market CRM1 min 23 sA video testimonial is a short video review from a past client that you can show on your public profile. This tutorial opens Video testimonials under Marketing, reads who the privacy notice names and how large a clip can be, creates a request link for a client, and follows it from waiting for the client to ready for you to watch. It shows the date the client agreed, how to publish a video on your profile and how to take it off again or decide not to publish it. You hand the link to the client yourself, and nothing is published until you approve it. This feature is new and shows a Beta badge while we refine it.
  4. How to Create a Website Widget in Housing Market CRM2 min 48 sA Housing Market website widget shows your properties on your own website and sends every enquiry straight into your CRM. This tutorial opens Website widgets, creates a Property listing grid, and designs it while a live preview shows your own properties: the colours, the number of columns and the filters visitors get. It saves the design and then makes the widget live. Copying the code onto your website is the next tutorial.
  5. How to Add a Housing Market Widget to Your Website1 min 57 sOnce a widget is designed, putting it on your website takes one short piece of code, pasted once. This tutorial opens the Publish tab of a live widget, copies the code, shows where to paste it in Wix, Squarespace, Webflow, Shopify, WordPress or a plain HTML page, and then pastes it into the Properties page of a demonstration website. The page shows your own properties straight away, with the filters and the property window your visitors will use.
  6. How to Limit a Housing Market Widget to Your Own Website1 min 54 sThe Websites tab of a widget decides which websites may show it, so nobody else can copy your code and use your properties. This tutorial adds your website to the list, explains why an empty list means any website, and then proves that the website is yours with one of three checks: a DNS record, a tag in your home page or a small file. Proving ownership is a separate, optional step that unlocks importing your listings from the site and sending ads to its pages.
  7. How to Show or Hide a Property on Your Website in Housing Market CRM1 min 58 sEvery property has its own website settings, on the property page under On your website. This tutorial opens a property, decides whether it shows on your website, marks it as Featured, adds a tag and key features, and saves. It then opens the settings for all your widgets: whether properties published on a Housing Market portal appear automatically, and how long sold and rented properties stay on your website.
  8. Website Widget Statistics in Housing Market CRM Property Analytics1 min 32 sOnce your widgets are on your website, the Website widgets section of Property Analytics shows how they perform there: how often a widget was seen, how many property views, clicks and enquiries it brought, and your enquiry rate. This tutorial opens Property Analytics, switches between 7, 30 and 90 days, reads the four figures and the daily chart, and compares your widgets and your properties. These figures are separate from your portal numbers and are never added to them.
  9. How to Retarget Your Website Visitors with Housing Market Ads1 min 15 sRetargeting lets Housing Market Ads remember which of your properties a visitor looked at on your website and show them those, or similar, properties again across Housing Market sites. This tutorial opens the Properties and ads tab of a widget, turns retargeting on, and explains the three things to know: it needs a Housing Market Ads account, visitors are only included after they agree, and your website's privacy information should mention it.
  10. How to Promote a Property with Housing Market Ads from Website Widgets1 min 04 sThe Properties and ads tab of a widget lists your properties and lets you promote any of them with Housing Market Ads in one click. This tutorial opens the tab, sees the website settings link beside each property, and presses Promote this property on a property published on a Housing Market portal. The CRM opens the advertising page with that property already chosen, ready to build a campaign.
  11. How Website Widget Enquiries Become Leads in Housing Market CRM1 min 18 sEvery enquiry sent through a Housing Market widget on your website becomes a lead in your CRM. This tutorial shows a visitor filling in the Enquiry form widget on a website, then opens the Tasks board in the CRM where the new lead is waiting in New Task, with the visitor's message and the website it came from, and you are notified as usual.
  12. How to Import Your Listings from Your Website into Housing Market CRM2 min 16 sYou do not have to type your properties in again. Import existing listings brings them into your CRM from a spreadsheet, a feed link or your own website, and you review everything before anything is added. This tutorial uses My website: the CRM reads the website you have proven is yours, finds the listings on it and shows them to you for review. You leave out a possible duplicate and a listing with a problem, add the rest to My Properties, and then show them on your website.
  13. How to Connect Your WordPress Website to Housing Market CRM1 min 22 sThe Housing Market WP Connect plugin links a WordPress website to your CRM. When you press Connect in the plugin, WordPress sends you to a consent page in your CRM that says which website is asking and exactly what it will be able to do. This tutorial shows that page, approves the connection, and then finds the connected website under Settings, Integrations, where you can disconnect it at any time.
  14. How to Install and Connect Housing Market WP Connect on WordPress1 min 36 sHousing Market WP Connect links your WordPress website to your Housing Market CRM. This tutorial uploads and activates the plugin, opens its Connection screen, presses Connect to Housing Market, approves the request on the consent page in your CRM and returns to WordPress, where your account, country, plan and the health of the connection are shown. The WordPress screens in this video are illustrations drawn from the plugin, with invented data; the consent page is the real Housing Market CRM page.
  15. How to Import Your Listings into WordPress with WP Connect2 min 02 sWP Connect can copy the properties you already have on your WordPress website into your Housing Market CRM. This tutorial opens the import wizard from the Connection screen, lets it find your property setup, reads the side-by-side sample and the preview that checks everything without saving, chooses where the properties go and what happens to your original posts, starts the import and reads the report. Your original posts are never deleted. The WordPress screens in this video are illustrations drawn from the plugin, with invented data.
  16. How to Show Your Properties on a WordPress Site with WP Connect1 min 42 sOnce WP Connect is connected, your Housing Market CRM properties appear on your WordPress website on their own pages and in blocks you place on any page. This tutorial opens the plugin's Properties screen, visits the property list and a property page on the site, places the Property grid block in the page editor, and reads the settings that decide the property page address and how long a copy is kept before the CRM is asked again. The WordPress screens in this video are illustrations drawn from the plugin, with invented data.
  17. How WordPress Enquiries, Consent and the Pixel Work with WP Connect2 min 01 sEvery enquiry sent from your WordPress website with WP Connect becomes a lead in your Housing Market CRM, linked to the property. This tutorial shows a visitor sending an enquiry from a property page, the lead waiting on the CRM Tasks board with the property, the message and where it came from, the Forms screen where Contact Form 7 enquiries can be sent to the CRM too, and the Settings for cookie consent and spam protection. The WordPress screens in this video are illustrations drawn from the plugin, with invented data; the CRM screens are the real product with demonstration data.

13. Team, roles and compliance

  1. How to Add a Team Member in Housing Market CRM42 sThe Business plan of Housing Market CRM turns one account into a team: it includes 10 users, and each additional user costs $5 per month. This tutorial opens Team, invites a new agent by email with the Agent role, and shows the invitation under Pending invitations, where it can be resent or withdrawn. If the person already has a Housing Market agent account with that address, they simply accept and join; otherwise their account is created when they accept. We finish with the Members list, where every seat on the account is shown.
  2. How to Set Team Roles in Housing Market CRM37 sRoles decide what each person on a Housing Market CRM Business account can see and do. Agents work their own leads; Managers can see their team’s records, with a manager grade — Viewer, Editor, Assigner or Remover — that sets how much they can change; Administrators manage the whole account, including seats, billing and integrations. This tutorial changes a member’s role and manager grade on the Team page, sets a lead limit for an agent, and explains how removing a member works: the seat is disabled, and their records stay on the account.
  3. Lead Routing in Housing Market CRM — Auto-Assign Leads53 sLead routing, part of the Housing Market CRM Business plan, decides who gets each new enquiry without a manager having to hand it out. Rules are checked from the top — for example "area is Bangkok goes to Suda" or "listing type is Villa goes to Mark" — and the first rule that matches wins. When no rule matches, the lead goes to the account owner, to agents in turn, or to the least busy agent, as you choose. This tutorial sets the fallback, adds an area rule, reorders the rules and uses the preview to check who would get the next lead.
  4. Team Leaderboard in Housing Market CRM37 sTeam performance, part of the Housing Market CRM Business plan, is a leaderboard of your agents. For the last 7, 30 or 90 days it shows how many leads each agent received, how fast they first responded, how many leads are still waiting, how many deals they closed and their conversion rate. This tutorial switches periods, reads the table, and walks through the definitions under it, so everyone on the team knows exactly how the numbers are worked out. Leads that are not assigned to anyone are counted separately.
  5. Commission Tracking in Housing Market CRM52 sDeals and commission, part of the Housing Market CRM Business plan, tracks every deal with its value, currency, commission and how the commission is shared. This tutorial reviews a won deal with a percentage commission split between an agent and a partner agency, creates a new deal with a value in US dollars and a 3 per cent commission, sets how it is split, and changes a deal’s status. The Forecast tab then shows what is expected to close and when, so an office can see its pipeline in money as well as in leads.
  6. Audit Log in Housing Market CRM — See Who Changed What35 sThe audit log, part of the Housing Market CRM Business plan, records every time a record is created, edited, deleted or reassigned — who did it, when, and what changed. Entries cannot be changed or removed by anyone, which makes the log a reliable answer to "what happened to this lead?". This tutorial opens the audit log from Settings, filters it by action and by record type, and reads an entry. Administrators see the whole account; other users see their own actions.
  7. How to Apply for Verified Agent Status in Housing Market CRM1 min 09 sThe verified agent badge shows buyers and renters on your listings and profile that the Housing Market Group team has checked your licence and identity. This tutorial opens Verified agent from the Profile group in the Housing Market CRM menu, adds a licence and an identity document, labels each one, leaves a note for the reviewer and reads the review fee before paying on a secure payment page. Your application reaches the review team as soon as the payment is confirmed.
  8. API Keys and Webhooks in Housing Market CRM51 sIntegrations, part of the Housing Market CRM Business plan, connects your brokerage’s own systems to the CRM. API keys let a back-office tool read and write leads, contacts and deals through the open API; webhooks send a signed HTTPS request to your system the moment something happens — a lead is created or reassigned, a deal changes stage, or a property is published to a portal. This tutorial creates an API key, adds a webhook endpoint with the events it should receive, and shows how to test it and read its delivery log.
  9. How to Refer an Agent and Earn Ads Credit in Housing Market CRM54 sHousing Market CRM has a referral programme: share your own link with another agent, and when they pay for their first month of the CRM, you each get 50 US dollars of Housing Market Ads credit. This tutorial opens Refer an agent, copies your referral link, reads the four totals — signed up, paid, credit earned and credit on hold — and goes through the list of the agents who used your link and what each one has earned you so far.
  10. Compliance Register in Housing Market CRM — Keep Documents Valid43 sAn expired agent licence or a lapsed indemnity policy is the kind of thing nobody notices until it matters. The compliance register in Housing Market CRM lists every certificate, licence, permit and insurance policy your office holds that has an expiry date, and sorts them by what lapses first. This tutorial opens the register, reads the one-line summary at the top, and goes through the three states a document can be in: Expired, Lapsing soon and In date.
  11. Your Agent Profile and Reviews in Housing Market CRM46 sProfile & reviews in Housing Market CRM is the other side of your public agent profile on the portals: how many people looked at it, how many enquired, where you rank among agents in your city, what your clients wrote about you, and the badges buyers see beside your name. This tutorial reads the figures and the hints that explain your score, replies to a review, pauses a review request, and submits a verification badge.
  12. How to Send a Cross-Border Referral in Housing Market CRM1 min 45 sCross-border referrals let you refer a client to an agent in another Housing Market country and keep track of the referral and the fee you agreed. This tutorial opens Marketing, Cross-border referrals, reads the referral network card, finds an agent in Germany by language, fills in the client, the fee and the consent confirmation, and sends the referral. It then checks the Sent tab and shows what the receiving agent sees: the terms of use, and Accept or Decline. No money moves through the CRM; the fee is only recorded. This feature is new and shows a Beta badge while we refine it.
  13. How to Share a Listing with Other Agents in Housing Market CRM1 min 30 sListing sharing lets you share your live listings with agents you trust, and see theirs, with the commission split you agree written down. This tutorial opens Marketing, Listing sharing between agents, invites an agent with a split and confirms the terms, reads an invitation you received, shares a listing with an active partner, and gets your own tracked link for a listing shared with you. It ends on the record of a deal. Housing Market only records what you agreed: it does not calculate, collect or pay commission. This feature is new and shows a Beta badge while we refine it.
  14. Housing Market CRM Pro Tools: Anniversaries and Past-Client ReferralsPast clients are the people most likely to bring you the next one. Two Pro tools in Housing Market CRM help you stay in touch with them. Home-purchase anniversaries write to each client on the anniversary of the day they got their home, in your own words, and only to people you are allowed to write to. Past-client referral links give each past client their own link: an enquiry that comes through it within 30 days arrives as a lead with the source Referral. This tutorial opens Marketing, then Market & clients, sets up an anniversary email, shows the list of who is coming up, and makes a referral link.
  15. Housing Market CRM Pro Tools: Coach and Client ShortlistsTwo Pro tools in Housing Market CRM save you time with your marketing. The daily marketing coach picks three things worth doing today from your own marketing, and sends nothing for you. Shareable shortlists put some of your live homes behind one link that you send to a buyer; anyone who opens it sees the homes and, to open a home’s page, gives you their name and email, which makes them a lead. This tutorial opens Marketing, then Market & clients, reads and marks off the coach’s suggestions, and makes a shortlist link for a buyer.
  16. Housing Market CRM Pro Tools: Local Market CalendarKey dates are a good reason to write to your contacts, and easy to forget. The local market calendar in Housing Market CRM lists the key dates of your market with the greeting already written, in every language. You pick a date, check the words and change them if you like, choose who receives it and how many days before it goes out, confirm that the people asked to hear from you, and it is sent for you on the day. This tutorial opens Marketing, then Market & clients, then Market calendar, and plans a New Year greeting. It is a Beta feature on the Pro plan.
  17. Report a Review on Your Profile in Housing Market CRM54 sIf a review on your public agent profile is spam, abusive, inappropriate, misleading or wrong for some other reason, you can report it to the Housing Market team from Profile & reviews in Housing Market CRM. This tutorial opens your reviews, presses Report this review (a Beta feature) on a spam review, chooses the reason and sends the report. A person on the team decides what happens: your report does not hide the review. The reviews shown are invented.