Real Estate & Building
Creating your first Client
A Client is where everything for one investor or buyer lives — their brief, documents, property search, and the finished report.
1
Click "Create new client"
In the left-hand Clients panel, type a name (e.g. "J. Whitfield — Investment Search") into the field at the top and click Go.
2
Fill in the investor's details
Add their name (required), plus contact details if you have them. These appear on the finished investment report.
3
Set client instructions (optional)
Anything you type here is applied to every AI response for this client — e.g. "Prioritise properties with strong rental yield over capital growth."
4
Click "Create Client"
Your new client opens into Client Chat, ready for you to upload their brief and any listings, and start the property search.
Tip: the Property Search tab only appears for real-estate-flagged accounts — if you don't see it, check your account's industry setting in Firm Settings.