FAQs

Frequently Asked Questions

Got questions? Here’s everything you might want to know before getting started.

Yes, TrueEstate is designed to adapt to your process. You can set up task flows, assign roles, and define how leads, site visits, or reminders move through your system. Whether you're a developer managing multiple sites or a broker handling local listings, the platform adjusts to how your team works.

TrueEstate is designed with access control features that let you manage who sees what. You can assign user roles, limit visibility to specific branches or teams, and keep sensitive information restricted to authorized users. This helps maintain clarity and accountability without exposing data to the wrong hands.

Yes, TrueEstate works just as well for a 3-person brokerage as it does for a 100-person development firm. The platform scales based on your structure and allows you to add users, assign tasks, and manage branches or teams with full visibility and control.

No installation is required. TrueEstate is fully cloud-based, so you can access it from any browser. It works across desktop and mobile devices, and your data syncs in real time, ensuring your team always works with the latest information.

Yes, TrueEstate includes role-based access control. You can assign roles like agent, manager, or admin and define what each can view, edit, or manage. This helps make sure that users see only what's relevant to their work while maintaining operational security.