Search the help articles, ask Flex about anything in the software, or send our team a message. Built for New Zealand & Australian real estate agents.
Help articles
Pick a topic from the list, or search for what you are trying to do. Every article walks through the actual screens.
Create your account and workspace
Sign up, name your workspace and get into AgentFlex for the first time.
A quick tour of the workspace
What lives on each screen, and where to start each day.
Upload a CMA and turn it into a proposal
The fastest way to a finished proposal: feed it your appraisal PDF.
Create a new proposal
Pick the document type that matches what you are sending.
Editing a proposal: the wizard
Move step by step through property, copy, photos, marketing and fee.
Add photos, comparables and market charts
Fill the visual pages so the document looks like your best pitch.
Build the marketing calendar and costs
Plan the campaign week by week and total the spend automatically.
Share a proposal and track when it is opened
Send the client a private link and see the moment they read it.
How clients accept a proposal
Typed signature, recorded date and time, no printing.
Export a proposal as PDF or PowerPoint
Get the document off the screen for printing or a listing presentation.
Send a price update to your database
Keep past appraisals warm with a short, branded market update.
Create a property website
Every listing gets its own branded page with a permanent link.
Arrange the site sections and copy
Choose what appears, in what order, and edit every word.
Photos, agents and the video
The visual pieces that make a listing page feel finished.
Put your own domain on a property site
Two ways: free forwarding, or a mapped domain arranged with us.
Publish, unpublish and share a site
Control when a property page is live.
Set up your brand kit
Logo, colours, contact details and defaults — set once, used everywhere.
Choose fonts and colours
Keep documents and sites consistent with your agency look.
Content templates and social templates
Reusable wording and reusable social layouts.
Add agents to your workspace
Invite the people in your office and give them their own login.
Seats and what they cover
How many agents can work, and what extra seats cost.
Can agents see each other’s work?
A single switch controls it, and it is off by default.
Plans, modules and add-ons
Two plans, two modules, one monthly bill.
Change your plan, seats or billing period
Upgrade, add agents or switch to annual from the Billing screen.
Invoices and GST
Where to find receipts and how GST is handled.
Cancel or pause your subscription
Cancel from Billing and keep access until the period ends.
Download or export your data
Take a copy of proposals, photos and records whenever you want.
The CMA upload did not read properly
What to try when the extraction comes back thin or wrong.
A client did not receive the proposal email
Check the usual causes, then use the link instead.
Photos or logos are not showing
Common causes for a missing image, and the quick fix.
