Getting started with Estate Flow

Your first hour

Estate Flow keeps your website, listings, leads, email, and first-party analytics in one workspace. Start by confirming the business name and contact details under Settings, then open Site builder to choose a template and review the content already prepared for you.

Recommended setup order

1. Add your profile photo, logo, phone number, and brokerage details.
2. Review the homepage headline, service areas, and contact form.
3. Add at least one active listing with strong photos.
4. Send yourself a test inquiry and confirm it appears under Leads.
5. Publish the site and share its address.

Changes in the builder autosave as a draft. Visitors continue seeing the last published version until you deliberately publish again, so it is safe to work in stages.

If you belong to more than one organization, use the account menu to switch workspaces. The workspace name shown in the sidebar is the organization whose data you are currently viewing.