Start on sample data. Go live after verification.
No real client information enters the platform until your agency is verified and has signed.
Sample environment
Immediate, synthetic data only.
- 1
Open an account
Name, work email and a phone for two-step verification.
- 2
Your organisation
Agent, agency or network, and how many agents.
- 3
Try it
A sample book with a ready comparison, marked as sample data.
- 4
Your brand
Logo, main colour and address, with a live preview of your site.
Verification
Your account stays in sample mode until every item is complete.
- A valid agent licence, checked against the licence register
- Company details and an authorised signatory
- Terms of use, a data processing agreement and book-ownership terms, signed digitally
- Two-step verification on for every user
Working with real clients
After verification, sample data is removed. Your brand and settings stay.
- 5
Your team
Invite agents and service staff, each with a role.
- 6
Your clients
Import your book, or send your invitation link so clients connect themselves.
- 7
First case
The engine prepares; your agent approves or changes.
- 8
Your site goes live
Publish, and your site and personal area are open to clients.
Start with the sample environment.
Open an account; verification comes when you are ready for real clients.