Creating Your First Listing
Add a property listing and walk through the 8-phase workflow from intake to MLS submission.
Go to Listings > New Listing. You'll need the property address, seller contact, and lockbox code at minimum.
Required fields:Property address (auto-completes from BC address database)Seller (select from your contacts or create new)Lockbox code (for showing confirmations)
Optional but recommended:Property type (Residential, Condo, Townhouse, Land, Commercial)MLS number (if already listed)List priceShowing window (preferred hours for showings)
The 8-Phase Workflow: After creating a listing, it enters the 8-phase workflow:
1. Seller Intake — Collect FINTRAC identity, commissions, showing instructions2. Data Enrichment — Auto-pull from BC Geocoder, ParcelMap, and Assessment3. CMA Analysis — Comparable market analysis4. Pricing & Review — Confirm list price and marketing tier5. Form Generation — Auto-fill all 12 BCREA contract forms6. E-Signature — Track DocuSign envelope status7. MLS Preparation — Generate AI remarks and manage photos8. MLS Submission — Final review and submit
Each phase has clear completion criteria and audit logging. You can advance phases sequentially — never skip a step.
More in Getting Started
Creating Your Magnate360 Account
Sign up, verify your email, and complete the onboarding wizard in under 5 minutes.
Importing Contacts from Another CRM
Import contacts via CSV from Follow Up Boss, kvCORE, Sierra Interactive, or any CRM that exports CSV.
Understanding Your Dashboard
Navigate the dashboard, pipeline widget, today's priorities, and activity feed.
Keyboard Shortcuts and Command Palette
Navigate Magnate360 faster with Cmd+K search, keyboard shortcuts, and quick actions.
Using Magnate360 on Mobile
Access your CRM on iPhone or Android — responsive web app with full functionality.
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