How can agents present partner properties under their own brand?
Define the client’s property requirements, then confirm current details and material permissions with the source agent. Present approved materials under your brand while managing your own client relationship.
Prepared by Orvex Estate · Last updated:
Define the client requirement
Specify location and property criteria. You do not need to reveal client identity or private notes when looking for a portfolio.
Confirm with the source agent
Check availability, permitted material and the presentation period. Agents discuss commercial terms directly.
Share the permitted presentation
Where the pilot feature is enabled, present approved content to your client under your brand. A withdrawn source permission closes the related platform presentation.
Practical example
Your client wants a two-bedroom apartment within a defined budget. Confirm location, price, availability and permitted images with the source agent before presenting suitable options. You do not need to include the client’s name, phone number or private CRM notes in the initial search.
How can Orvex Estate help?
If partner presentations are enabled for your account and pilot scope, Orvex Estate lets you prepare a branded presentation using permitted property materials. Check feature access and permission validity. The illustrative demo is not evidence of live inventory or completed transactions.
Explore the example workflowCommon questions
Does using my brand mean I own the property?
No. Branding identifies the presenting agent. The source, accuracy of information and permission to use materials must still be confirmed.
What should I check before sending a presentation?
Confirm price, availability, property details, permitted materials and permission duration with the source agent. Keep the information you give the client current.
This guide describes the product workflow. Current access depends on professional verification and enabled pilot features.
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