Click. Do. See.
Linear walkthroughs for the 12 tasks brokers do most. No fluff — just the exact click-path.
Capture a CTWA lead
Inbox → Live → CTWA lead arrives → see AI score + suggested reply → send.
Score / re-score
Open lead → Score → AI shows reasoning → override if needed.
Generate 5 AI posts
Content → Generate → pick project + language → Generate 5 → 8s wait → approve.
Run RERA audit
Content → Audit → pick date range → Scan → review flagged → delete or fix.
Book site visit
Lead → Schedule → AI suggests 3 slots → Send to WA → buyer picks → calendar.
Add team member
Settings → Team → Invite → email + role → invite sent → set permissions.
Promote lead → deal
Lead → Promote → pick unit → sale value → commission % → save.
Generate GST invoice
Deal → Invoice → Generate → preview → Email or Download PDF.
Export GSTR-1
Brokerage → Tax → Export GSTR-1 JSON → send to CA.
Co-broke a listing
Inventory → Marketplace → filter → open → Request co-broke → set split.
View leaderboard
Brokerage → Leaderboard → period → sort by value or count → share screenshot.
Mark payment received
Deals → open → Mark received → amount + method → save → auto-invoice.
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