Business Intelligence Estate CRM
Business Intelligence · Real estate

Every agent sees their own clients and their own money. Nothing else.

Estate CRM gives each agent a private sign-in to their contracts, commissions and recoverables, with CRM tools to follow renewals and leads. Tenant and landlord private data never leaves your office.

Request a Demo See What Agents See
  • Private agent sign-in
  • Own clients only
  • Commissions and recoverables
  • Renewals, leads and notes
Agent dashboardIllustrative design
38Active clients
42,500Commission agreed (AED)
31,000Commission paid (AED)
11,500Balance (AED)
Contracts ending soon
In 30 days4
In 60 days7
In 90 days11
Privacy by design

What agents see, and what they never will

The portal is built around one rule: an agent reads only their own clients and their own commission. Everything else is not hidden on the screen, it is never sent.

Agents see

  • Contract reference, building and unit
  • Contract start, end and status
  • Days to expiry and renewal due
  • Their own commission: agreed, paid, balance
  • Their own counts and totals

Agents never see

  • Tenant phone, email, ID, nationality or address
  • Tenant documents and uploads
  • Landlord name, contact, bank or statements
  • Other agents, sub-agents or office commission
  • Ledger, payments, reports and backups
The agent portal

Five screens, each with only what the agent needs

Every screen shows a fixed list of fields. Nothing outside that list is sent to the agent.

  1. 1DashboardActive clients, commission agreed, paid and balance, contracts ending in 30 and 60 days, and counts for this month and year.
  2. 2My clientsThe agent's own contracts, with status colours matching the rest of the system.
  3. 3Client pageThe same safe fields for one contract, plus that contract's commission lines.
  4. 4My commissionsAgreed, paid and balance per contract, totals by month, and counts of contracts brought, renewals and pending commissions.
  5. 5My recoverablesWhat is still owed to the agent, so nothing is chased from memory.
My clientsIllustrative design
ContractUnitEndsStatus
C-20418 Tower A · 1204 12 Dec Active
C-20377 Marina 7 · 305 28 Nov Ending soon
C-20352 Park Villas · 12 03 Feb Active
Leads and renewals

A pipeline the agent works every day

Prospects move from first enquiry to signed contract on one board. Contracts nearing their end sit on a second board, so a renewal is never a surprise.

My leadsIllustrative design+ New lead
New2
SK S. Khalid2BR · MarinaCall today
MR M. RahmanStudio · DowntownTomorrow
Contacted1
AN A. Nasser3BR villa · ParkThu
Viewing2
LH L. Haddad1BR · Tower ASat 11:00
OF O. Farouk2BR · Tower BSun
Negotiation1
DY D. Yusuf2BR · MarinaMon
Signed1
RB R. Bakr1BR · Tower AContract created
Renewal pipelineIllustrative design
Ending in 90 days2
↻C-20352Park Villas · 12Ends 03 Feb
↻C-20301Tower B · 808Ends 29 Jan
Ending in 60 days1
↻C-20418Tower A · 1204Ends 12 Dec
Ending in 30 days1
↻C-20377Marina 7 · 305Ends 28 Nov
CRM tools

More than a client list

Six tools help agents act early, keep their own records and stay in step with the office.

1Renewal pipelineContracts ending in 90, 60 and 30 days, so agents can approach clients early.
2Commission statementA monthly list of agreed and paid commission that the agent can print.
3Monthly emailEach agent receives their statement and expiring clients by email.
4Client notesPrivate remarks and follow-up dates on each client, visible to that agent only.
5LeadsProspects who are not yet tenants, tracked by status.
6Requests to the officeAn agent asks accounts to check a commission, and the answer stays on record.
Built to be safe outside your office

Agents are outside the company, so the portal is strict

Identity from the sessionEvery query is filtered by the signed-in agent. Changing an id or a link cannot reach another agent's record.
Read-only on live recordsAgents change nothing in your live contracts. Notes, leads and requests are kept separately.
Only listed fields are sentEach screen has a fixed list of fields. Nothing else leaves the server, not even hidden in the page.
Audit and limitsSign-ins and page views are logged, and unusual volume, such as paging through every client, is limited.
Shorter idle timeoutAgent sessions end sooner than office sessions, with sign-in throttling on top.
Office keeps full viewManagement can still see every figure, including what each agent sees in their portal.

Connected to your accounts and alerts

An agent's commission balance is checked against your books, so the figure on their screen and the figure in accounts agree. Expiry alerts and monthly statements use the same mail service as the rest of Estate Ease PRO.

See EstateEasePro

Questions agencies ask

Can an agent see tenant or landlord details?

No. Tenant contact, ID and documents, and everything about the landlord, are never sent to the agent portal.

Can one agent see another agent's clients?

No. Every query is filtered by the signed-in agent, and a contract moved to another agent disappears from the first one at once.

Can agents change contracts or commissions?

No. The portal is read-only on your live records. Agents can only add their own notes, leads and requests to the office.

Does it work with Estate Ease PRO?

Yes. Estate CRM is built on Estate Ease PRO contracts and commissions, so the figures agents see match your books.

Where do we start?

With a short conversation about how your agents work today, who sees what, and how commissions are tracked.

Give your agents a portal you can trust

Book a walkthrough and we will show the agent screens with your own contracts and commission structure.

Request a Demo Email Us