How Can We Help?

Find answers, guides, and support for using ESTATE

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Getting Started

New to ESTATE? Learn the basics and set up your account.

Common Questions
How do I create an account?

Visit our registration page, enter your company name, full name, and email. You'll receive a verification email to complete your account setup.

What's included in the free plan?

The free plan includes access to all three templates (Aspen, Oakwood, Vista) with a limit of 3 active listings at a time.

How do I create my first document?

After logging in, visit your dashboard and click 'Create Listing' or 'Create Comparative Market Analysis' to select a template and start filling in your property details.

Templates

Learn about our pre-designed templates for real estate documents.

Common Questions
What templates are available?

We offer three distinct templates: Aspen (modern and clean), Oakwood (traditional and elegant), and Vista (bold and contemporary). Each template has both a listing presentation version and a comparative market analysis version.

Can I customize the templates?

You can personalize templates with your content, property details, and organization branding. The design elements like colors and layouts are fixed for each template to ensure professional results.

How do I switch between templates?

When creating a new document, you'll select your preferred template. For existing documents, you can't switch templates, but you can create a new document with a different template using the same property information.

Working with Images

Tips for adding property images to your documents.

Common Questions
How do I upload property images?

In the document editor, find the image upload section with the drag-and-drop interface. You can select multiple images from your device or drag them directly into the upload area.

What image formats are supported?

We support JPEG, PNG, and WEBP formats with a maximum file size of 10MB per image.

Can I add captions to images?

Yes, after uploading images you can add captions to each one. These captions will appear with the images in your documents.

Team Management

Learn how to manage your organization and team members.

Common Questions
How do I invite team members?

In the organization settings, select 'Team Members' and click 'Invite' to send email invitations to your colleagues with their designated role.

What roles are available for team members?

There are three roles: Owner (full access, including billing), Admin (can manage content and team members), and Member (can create and edit documents only).

How does team billing work?

The Professional plan includes team functionality with per-member pricing. You'll be billed monthly based on the number of active members in your organization.

Printing & Exporting

Learn how to share your documents with clients.

Common Questions
How do I share documents with clients?

Currently, you can use your browser's print function to create PDF versions of your documents. Click on the document you want to share, then use your browser's print option (Ctrl/Cmd+P) and select 'Save as PDF'.

Are documents optimized for printing?

Yes, all templates are designed to look professional when printed. We optimize images and layouts specifically for both digital viewing and physical printing.

Can clients edit the documents I send them?

No, when you save as PDF, clients receive a non-editable version of the document that preserves all your content and formatting.

Subscription & Billing

Manage your subscription and understand our pricing plans.

Common Questions
What plans are available?

We offer two plans: Free (limited to 3 active listings) and Professional ($29/month, with unlimited listings, premium templates, and team features).

How do I upgrade my subscription?

Go to Settings > Subscription and select 'Upgrade to Professional'. You'll enter your payment details through our secure Stripe integration.

Can I change my billing information?

Yes, go to Settings > Subscription > Billing Information to update your payment method or billing address.

Our Plans

Choose the plan that fits your real estate business needs

Free

$0

forever

  • Up to 3 active listings
  • Basic templates
  • Single user
  • PDF export

Need More Help?

Our support team is ready to assist you with any questions or issues

Customer Support

Get help from our dedicated support team.

Contact Support

Schedule a Demo

Get a personalized walkthrough of ESTATE's features.

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FAQs

Browse our frequently asked questions.

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