Property & Compliance Management

Browse a company’s property grid

Open listings linked to an estate-agent company.

Reviewed 27 October 2026Merged module 2.1.3
Where to goClient Portal → Real Estate → Company → Properties

Before you start

The list is limited by property permissions; client and broker views apply their own visibility rules.

Follow these steps

  1. Open the appropriate property list or map.
  2. Open listings linked to an estate-agent company.
  3. company_property_grid_view scopes by company_id.
  4. The visible records match the selected filters and the current account’s scope.

Fields, rules and limits

  • company_property_grid_view scopes by company_id.

Check it worked

The visible records match the selected filters and the current account’s scope.

If something does not look right

If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.

Questions and answers

What should I verify for this task?

company_property_grid_view scopes by company_id.

Why is the record or action unavailable?

The list is limited by property permissions; client and broker views apply their own visibility rules. Check the current company and record relationship before requesting additional access.