My Sites

My Sites is your own personalised, intuitive property-focused CRM tool. Incorporating an interactive Kanban-style project board, it enables clients to manage opportunities from start to finish.

How it works

From My Sites you can contact owners at scale and manage progression across multiple requirements.

• Save and track sites identified from your property searches
• Add custom tags to your sites to stay organised
• Contact owners at scale using our time-saving
  DTV Letter Sending tool

Save sites

Map your property requirement to all viable opportunities within your target locations, check financial and planning viability, and save them to your My Sites dashboard to contact owners and stay organised.

Personalised tags

Add custom tags to sites to simplify organisation and categorisation. Whether by geographical area, development type, opportunity or client name, users can add tags to track specific site criteria and stages, effortlessly.

Site cards

Each site saved has a corresponding card where you can save notes, create reports and track progress of your opportunity.

DTV Letter Sending

Our direct-to-vendor letter-sending feature enables you to effortlessly generate multiple letter campaigns and contact owners off-market. Utilise ready-made templates, add your logo, and manage activity, all from one easy-to-use location.

Site reports

Generate summary and/or detailed reports, for single or multiple properties in a single click, to support on-site visits or for pipeline progress reporting and analysis. Reports can be customised to include company details and logos.

Stage reports

Exclusively to Enterprise clients, stage reports offer a comprehensive overview of all sites within a designated My Sites stage – providing single-click progress reporting to clients or business stakeholders.