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Collaborate with Clients
Work together with your clients and team members through shared portfolios and real-time collaboration.
How to Write an Agent Bio That Builds Trust and Authority
Learn how to write a real estate agent bio that builds trust, signals authority, and attracts serious buyers. A practical workflow for agents who want credibility, clarity, and higher-quality clients—especially in competitive or luxury markets.
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How to Invite and Manage Client Access in PropWise
Invite clients to PropWise in seconds by sharing a portfolio. Learn how automatic invitations and access control work for secure, client-ready real estate collaboration—no manual user management required.
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How to Schedule Property Viewings in PropWise
Schedule property viewings in PropWise by linking tours directly to buyer-approved listings. Coordinate faster, avoid confusion, and manage all viewings from one shared portfolio workspace.
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How to Add Additional Buyers to a Portfolio
TL;DR When to use this Use this when: The primary buyer wants to include a spouse or partner A financial advisor, lawyer, or consultant needs visibility Decisions are stalling because stakeholders aren’t seeing the same properties You wan
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How Buyers Leave Feedback on Properties
Learn how buyers leave feedback on properties in PropWise by setting property status to Interested or Rejected or using the built-in chat. Streamline buyer-agent collaboration and speed up real estate decisions with clear, structured feedback.
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What Chat Features does PropWise Offer
Learn how PropWise chat features keep real estate communication organized with search-wide and listing-specific chats. Designed for buyer agents who want clarity, context, and cleaner client collaboration.
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