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Included in Medium and Advanced

Your data, your rules

Owners see everything; a new sales agent sees only what they should. EstateSuite lets you shape access precisely and keeps a record of who did what.

What you get with Roles, Permissions & Security

Custom roles

Build roles such as Sales Agent or Accounts Viewer from a catalogue of permissions across every module — create, view own, view all, update own and update others.

Sensible defaults

New staff start with safe defaults for their role until you assign custom access, so nobody is locked out or over-exposed on day one.

Audit trail

Every record shows who created it and who last changed it, and when.

Separate data per agency

Each company’s information is isolated from every other company on the platform.

Account protection

Email verification, automatic lockout after repeated wrong passwords, and the ability to disable an account or sign a person out instantly.

Session control

Changing a password or disabling an account ends existing sign-ins immediately.

Who it's for

Every agency — especially those with several agents, branches or partners sharing one system.

See pricing

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