A quick tour of MyOps: what it does, the core areas of the app, and where to start.
A tour of the MyOps dashboard, the first page you land on: top and side navigation, performance metrics, SMART goal tracking, and the agent leaderboard.
How to use the My AI chatbot in MyOps: sending typed or dictated messages, browsing chat history, and starting new conversations.
A guide to property management workflows in MyOps, including viewing details, editing, changing status, deleting, bulk actions, and matching properties with buyers.
A guide to the Properties Table View, covering its layout, status badges, filtering, searching, sorting, pagination, and bulk actions for managing your property database.
How to manage your property database in MyOps: filtering by status, searching, sorting, bulk actions, and the typical property lifecycle.
Step-by-step guide to creating a property record with the Add Property form, including required fields, optional details, troubleshooting, and FAQs.
A high-level tour of the MyOps Properties workspace, covering the table, status categories, search and filtering, and the property status lifecycle.
A high-level tour of the MyOps Listings workspace, covering views, key features, common workflows, and best practices for managing your property portfolio.
A complete guide to listing actions in MyOps: viewing details, editing information, canceling listings, and deleting them safely, with best practices and FAQs.
A guide to the Archived/Cancelled view and its Expired, Archived, and Cancelled tabs, including how to search, view, relist properties, and troubleshoot.
A detailed guide to the Active Listings table, including its columns, searching, sorting, pagination, editing, troubleshooting, and frequently asked questions.
A walkthrough of the three ways to add a listing in MyOps: document upload with AI extraction, manual entry, and the client intake form, plus best practices and troubleshooting.
An orientation to the MyOps Contracts page, covering its main views, key features, common workflows, and best practices for managing real estate transactions.
A guide to the Archived/Cancelled Contracts view, explaining the two contract categories, how to search and review past deals, key metrics, troubleshooting, and FAQs.
A guide to managing contracts through their lifecycle: viewing details, editing, updating status, marking deals as closed, and canceling contracts, with troubleshooting and FAQs.
A detailed reference for the Active Contracts table, including its columns, representation types, searching, sorting, pagination, editing, troubleshooting, and FAQs.
A complete walkthrough of the New Contract Information Form, covering required and optional fields, a step-by-step process, best practices, troubleshooting, and FAQs.
An overview of the Buyer Needs page for tracking buyer client criteria, key features, common workflows, and best practices for matching buyers with properties.
A detailed reference for the Buyer Needs table view, covering each column, how to review and sort buyer criteria, match properties, plus troubleshooting and FAQs.
A step-by-step guide to creating a buyer need record, covering required and optional fields, the full add form, best practices, troubleshooting, and FAQs.
A complete guide to managing buyer needs, including viewing details, editing, deleting, bulk actions, and matching buyers to properties, plus troubleshooting and FAQs.
A complete guide to the My Finances dashboard, covering KPI cards, commission and transaction charts, and the listings summary metrics.
A tour of the five Finances tabs in MyOps: My Finances, Listing Expenses, Business Expenses, Agent Earnings, and P&L, plus common features and tips.
How to track, add, edit, search, and export costs tied to individual property listings in the My Listing Expenses tab.
How to track general business overhead costs not tied to listings, including adding, managing, searching, and exporting expenses.
Understand the agent earnings dashboard, including the performance table columns, totals row, and how to use the data for team management.
A guide to the Profit & Loss dashboard, covering the sales volume, expenses, and net profit charts and how to read them together.
A real-time view of active, pending, closed, and expired listings and contracts, with search, sorting, and detail views.
How to organize vendors into categories, add and review vendors, and edit categories in the Vendor List.
How to add, search, filter, manage, and archive property access instructions.
How to create folders and notes, format content, set sharing and privacy, and move or delete notes.
How to create, share, search, edit, and delete saved passwords for your team.
How to create, assign, share, and manage tasks and subtasks.
How to manage business information, lead sources, team members, permissions, and impersonation from the Business section of Settings.
An overview of the MyOps Settings area, how to open it, and the sections it contains.
How to manage your account information and password from the Personal section of Settings.
How to manage billing, connected finances, goals, notifications, support resources, and logging out from Settings.
How roles work in MyOps: the four access levels and how the Owner controls financial visibility.
The Owner role has the highest level of access in MyOps and controls financial visibility for other roles.
The Global Admin role has broad operational access with limited financial visibility by default.
The Admin role supports operational and transactional workflows without access to sensitive commission or earnings data.
The Agent role is designed for individual production and deal management, limited to a user's own transactions.
A side-by-side comparison of what each MyOps role can access.
