Base

Base quick start guide - for agents

A quick start reference guide to Base for standard users

Written by Adriaan
Updated over a week ago

Base quick start guide - for administrators

A quick start reference guide to Base for office administrators

Written by Adriaan
Updated over a week ago

Base dashboard and navigation introduction

Finding your way around Base on any device

Written by Adriaan
Updated over a week ago

General calendar overview

An overview of using calendar functionality in Base

Written by Adriaan
Updated over a week ago

Audit trails overview

Base keeps detailed audit trail reports of your real estate data

Written by Adriaan
Updated over a week ago

Base meeting room

Hop into a quick video call with your co-workers

Written by Adriaan
Updated over a week ago

Using the office notice board

See how the notice board simplifies company announcements

Written by Adriaan
Updated over a week ago

Favourites overview

How to use favourites inside Base to quickly access your favourite listings, contacts or documents

Written by Adriaan
Updated over a week ago

Listing view reports

More about listing views in Base

Written by Adriaan
Updated over a week ago

How a listing mandate expiry works

Base checks when listings are about to expire and will perform certain actions

Written by Adriaan
Updated over a week ago

How to add a new property listing

Learn how to add a new property listing with these easy steps

Written by Annali
Updated over a week ago

An overview of listing syndication to portals and your own website

How Base processes your listing to external portals and your own website

Written by Adriaan
Updated this week

Listing reports overview

How to filter and run property listing reports including stock reports

Written by Adriaan
Updated over a week ago

How to use the interactive listing map tool

This is a great way to get a visual presentation of the location of certain listings

Written by Annali
Updated over a week ago

Timeline view and pinning notes

How to add and pin notes on contacts and listings

Written by Annali
Updated over a week ago

How to configure and use listing tags

Listing tags is a very useful feature to help categorize your properties and even making it a searchable feature on your website

Written by Adriaan
Updated over a week ago

How to add documents to your listings

A guide on documents and how to add them to your listings

Written by Annali
Updated over a week ago

Customize notification alerts for property mandates

Base users can customize notification alerts for property mandates.

Written by Annali
Updated over a week ago

How to list a property on auction with date and venue

A guide on how to add an auction property with auction date and venue

Written by Annali
Updated over a week ago

How to use the photo zoom function on Base

How to use Base's zoom controls to show more photos on your screen

Written by Annali
Updated over a week ago

How to add multiple agents to a single property listing

To add more agents to a listing you will need to follow these steps

Written by Annali
Updated over a week ago

How to re-assign a lead to another user or agent within your office

A guide on how to re-assign leads

Written by Annali
Updated over a week ago

Add external files, virtual tours, and video tours to your listing

Base allows you to add external files and links to property listings - like relevant websites, youtube videos, or virtual tours.

Written by Annali
Updated over a week ago

How to generate and print property brochures

A guide on how to generate and print a listing's brochure

Written by Annali
Updated over a week ago

How to use the auto-commissions calculator

Use the auto-commissions calculator on your listings

Written by Annali
Updated over a week ago

How to apply filters to the listings landing page and reports

A step by step guide on how to apply filters to the listings landing page and reports

Written by Annali
Updated over a week ago

How to edit a listing

How to make changes to your listing using the Base dashboard

Written by Annali
Updated over a week ago

How to add photo descriptions to images

Use descriptions to enhance your property listings

Written by Annali
Updated over a week ago

Listing calendar overview

How to use the calendars on your listings

Written by Adriaan
Updated over a week ago

Saving and accessing listing drafts

How to safe listings as a draft and then open it up again later

Written by Adriaan
Updated over a week ago

How do I add photos to a listing?

Steps and FAQ in adding photos to property listings

Written by Adriaan
Updated over a week ago

How to add an on show date to your listing

A quick guide on how to add on show dates to your listings

Written by Annali
Updated over a week ago

How to change the listing agent

A step by step guide on how to change the agent on a particular listing

Written by Annali
Updated over a week ago

How to add a new contact to my database

A quick guide on how to add a new contact

Written by Annali
Updated over a week ago

How to categorise your personal contacts

Base contact type tags gives you flexibility to categorise your contacts in multiple ways

Written by Adriaan
Updated over a week ago

Adding a contact to a property listing

If you need to add a contact to an existing listing, follow these easy steps

Written by Annali
Updated over a week ago

What is the difference between private and shared contacts?

Contacts in Base can either be kept private or shared with the office

Written by Adriaan
Updated over a week ago

Capturing buyer requirements and running matching reports

An overview of how to keep track of your buyer requirements in Base and running listing and buyer matching reports

Written by Adriaan
Updated over a week ago

Automated leads import from property portals

Learn how Base can automatically import contact leads from external property portals

Written by Adriaan
Updated over a week ago

Contact calendar overview

How to use calendars on your contacts

Written by Adriaan
Updated over a week ago

How to check the last activity date on a contact

How to find out when the last activity was on a specific contact

Written by Annali
Updated over a week ago

How to add documents and files to your library

How to add documents and files to your library for office and personal use

Written by Annali
Updated over a week ago

Different library access levels and how they are used

Find out what personal, office and group filters means and how to use them in your library

Written by Annali
Updated over a week ago

How to create custom tags for news articles

Find out how to create custom tags for your next news article

Written by Annali
Updated over a week ago

How to add news to your website using Base

Written by Annali
Updated over a week ago

How to enable Private Property listing views

How to enable the automatic import of Private Property listing views

Written by Adriaan
Updated over a week ago

Configure listing and contact access between individual users

A great way to provide access to team member listings and contacts between individual users

Written by Adriaan
Updated over a week ago

How to add users to your Base account

A guide for office administrators to create profiles for new users on the Base system.

Written by Mari
Updated over a week ago

Customisation your activity tracking through diary actions

An overview of setting up diary actions that users can use to track activities on calendars

Written by Adriaan
Updated over a week ago

How to create extra description fields with custom listing tags

A guide on how to create custom description fields, each with their own set of tags

Written by Annali
Updated over a week ago

Zapier integration overview

Automate your Base data including listings and contacts with the Zapier integration

Written by Adriaan
Updated over a week ago

Configure email integration

Configure your email account in Base for automatic lead imports and more

Written by Adriaan
Updated over a week ago

How to configure individual portal access for agents

Find out how to control to which portals specific agents can list

Written by Annali
Updated over a week ago

How to use the 2-Way SMS Feature

How to use the 2-way SMS feature, costs and how to purchase credits

Written by Annali
Updated over a week ago

How to create Base API keys

A guide on the Base API, how to create keys and give developers access to your data

Written by Annali
Updated over a week ago

How to update your public profile

Update your biography, credentials and contact details on websites

Written by Adriaan
Updated this week

How to change your agency logo

A step by step guide on how to change your agency logo on your Base account

Written by Annali
Updated over a week ago

How to select a colour theme for Base

Change the look and feel of your Base Dashboard with themed colours

Written by Annali
Updated over a week ago

Keeping your Base account safe

Tips for keeping your Base user account safe

Written by Adriaan
Updated over a week ago

What to do when you forgot your Base password

Steps to follow if you have forgotten your password to your Base account

Written by Annali
Updated over a week ago

How to choose a role for a user on Base

What are the different roles a user can choose on Base and how to change the roles.

Written by Annali
Updated over a week ago

How to customize your office contact type tags

A step by step guide on how to customize your office contact type tags to suit your needs

Written by Annali
Updated over a week ago

How to remove users From Base

A step by step guide on how to remove users from an office Base account

Written by Annali
Updated over a week ago

How to update your profile photo

A guide to updating profile photos

Written by Annali
Updated over a week ago

What are the Base file size, listing and photo limits

Learn about property listing and photo limits in Base

Written by Adriaan
Updated over a week ago

How do I add calendar reminders to contacts or listings?

See how you can set future reminders on listing mandates or contacts

Written by Adriaan
Updated over a week ago

How do I pin notes to a contact or listing mandate?

Learn how to add visible notes that display prominently on listings or contacts as soon as you open them up

Written by Adriaan
Updated over a week ago

Importing your data from external service providers

Switching to Entegral? Understand what we can import, the process we follow and common issues

Written by Adriaan
Updated over a week ago

How to update a listing status

Make to change the status to inactive, sold, under offer, etc.

Written by Adriaan
Updated over a week ago

Can I add multiple contact numbers to my property listing or profile?

Can you add multiple telephone numbers or email addresses on property listings or profiles?

Written by Adriaan
Updated over a week ago

Resolving common listing syndication errors

How to handle common property listing syndication errors in Base

Written by Adriaan
Updated over a week ago

Can I build custom property brochures?

Although Base provides a selection of template brochures, you can also develop your own

Written by Adriaan
Updated over a week ago

Can general Flex website enquiries go to several users at once?

Written by Adriaan
Updated over a week ago