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Buyer Dashboard

Overview of the dashboard

Buyer Dashboard Overview

The Buyer Dashboard provides a centralised view of your campaign, key actions, and assigned support contacts. It is designed to guide you through each step of your property-buying journey with clarity and ease.

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1. Campaign Summary

At the top of the dashboard, you will see the campaign you are currently engaged in.

This section includes:

• Campaign Name

• Campaign ID

• A welcome message outlining what to expect as you progress.

NOTE: If you just created your account, system automatically creates a campaign.


2. Key Actions

The dashboard highlights the three main steps that buyers need to complete. Each step has a dedicated card explaining its purpose:

a. Fact Find

This section allows you to complete your Fact-Finding Questionnaire, helping the team understand your property preferences and requirements.

Action button: Complete Fact Finding

b. Authority to Act

This step provides access to the Authority to Act form, which is required to represent you in property transactions.

Action button: Request Authority

c. Activation Fee

Here, you can pay the Activation Fee to unlock full access to our team’s support, services, and resources throughout your buying journey.

Action button: Pay Activation Fee


3. Contact Details

The Contact Details section shows the team member assigned to assist you throughout the campaign.

This includes:

• Profile image (if provided)

• Name and role (e.g., Office Staff, Buyer’s Agent)

• Contact email

• Contact phone number


4. Support Access

On the right-hand side of the screen, you will find the Tech Support tab, which stays visible as you navigate. Clicking this gives you direct access to assistance whenever needed.

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