Connect the next touchpoint with control.
Bring external touchpoints into an agreed integration scope. Customer and broker portals, APIs and connectors can support the workflows enabled for your installation, with access boundaries and ownership defined before a connection is activated.
See it in your workflowThe details that make a difference.
Discuss the customer and broker portal workflows your business needs.
Define what each API or connector should exchange and for which purpose.
Preserve company, project and permission boundaries across the proposed workflow.
Agree configuration, credentials and operational responsibilities for each integration.
Make your next move clearer.
Connected steps help your team maintain context as work moves forward.
- 01
Describe the connection
Identify the portal or external system, the users involved and the information required for the workflow.
- 02
Confirm the supported scope
Review the available connector or API path and document any configuration or additional implementation needed.
- 03
Review the complete flow
Check the agreed data exchange and access behavior before enabling the connection for the relevant users.
Feature availability depends on your enabled modules, permissions and agreed workspace scope. We confirm the details during your demo.
More connected.
More possibilities.
Let’s build a clearer picture of your real estate business.