Guides
72 written, step-by-step guides in 8 topics. Read one in a few minutes, follow along in your account.
01 · 14 guides
Getting started
Join, log in, finish setting up and find your way around the platform.
- Add a team member and set their roleInvite a colleague to your brokerage from My Team, choose one of the five roles, resend or cancel an invitation, scan your website for the whole office, and switch someone off or remove them.7 min read · 7 steps
- Assign a listing or a lead to one of your agentsMake one of your agents the main listing agent for a property, or hand them a lead from the CRM, so it appears on their dashboard and they are told by email.3 min read · 4 steps
- Check your membership and billingSee your plan and its status, how many team seats you are using, your next payment and invoices, and the card on file, from the Membership page.3 min read · 6 steps
- Create your NLS accountJoin The NLS from thenls.com as a Founding Member, enter your agency details, choose a username and password, and land on your dashboard in a couple of minutes.3 min read · 5 steps
- Find and follow other agents in the directorySearch the agents directory by name, agency or market, sort by inventory or activity, open an agent's profile, and follow or message them.3 min read · 5 steps
- Find your way around the dashboardLearn what each part of your home page does: the top menu, the quick-add buttons, AI search, your tiles, Market Watch and the right-hand rail with its Network and Alerts tabs.5 min read · 6 steps
- Finish setting up with the welcome tourWork through the six-step welcome tour that opens on your first login: your profile, your listings feed, your team, a look at the tools and a launch checklist.5 min read · 6 steps
- Get help from Polly and the NLS teamAsk Polly, the NLS assistant, for an instant answer; open a support request when you need a person; and find your tickets, the contact links and NLS News.3 min read · 5 steps
- Let Polly set things up for youAsk Polly in your own words to add a listing, a client, a buyer want, an open house or a private viewing. She fills in the page and you check it and save or publish it yourself.5 min read · 5 steps
- Log in, reset your password and log outLog in from thenls.com with your username or email, recover a forgotten password by email, change your password from My Profile, and log out when you are done.3 min read · 5 steps
- Set up your profile and agency detailsComplete your public profile, enter the company details printed on your contracts, and check how other agents see you, all from My Profile.6 min read · 6 steps
- Set your language and notificationsSwitch The NLS between English and Spanish, change your dashboard background, decide which alerts reach you and how, and manage the newsletters you receive.5 min read · 5 steps
- Share and follow on the NetworkRead the Network feed in your dashboard rail, filter it, post a question or news to every NLS agent, react to property posts, and manage who you follow.4 min read · 5 steps
- Work through your next best actionsUse the Next best action card on your dashboard to do the one thing most worth doing now, step past suggestions that do not fit, and see every open job under Guided tasks.4 min read · 5 steps
02 · 7 guides
Search and matching
Find the right property for every buyer, and the right buyer for every property.
- Post a buyer wantDescribe your buyer, let the AI fill the form, check areas, budget and features, tick the verification declaration and publish, then keep the want current from My Wants.6 min read · 8 steps
- Save a search, get alerts and keep a watchlistSave any AI search with email or WhatsApp alerts, run it again from the search bar, manage the full list from Saved Searches, and keep individual homes on your watchlist with the heart.4 min read · 6 steps
- Search for a client and send a shortlistFlip AI Search to Client, search as usual so the search is saved on their file, tick the homes you like and send them a private showcase page by email, WhatsApp or link.5 min read · 7 steps
- Search for a property with AIDescribe the property in a sentence, in English or Spanish, check how The NLS read it, then refine the results, open a listing and contact the agent without leaving the page.5 min read · 6 steps
- Search on the map and browse new developmentsSee every live listing on a map by region and town, filter or just type what you want, then browse the new developments directory and its own map.4 min read · 6 steps
- Send matches to your buyer and follow up alertsOpen your want, pick from Matches for this Want, send them as a showcase that adds the buyer to your CRM, and act on the match emails The NLS sends when new listings fit.5 min read · 6 steps
- Send your listing to another agent's buyer wantBrowse every want on the network in Buyer Matches, open one that fits a listing of yours, and contact the agent or send them your property against their brief.3 min read · 5 steps
03 · 10 guides
Listings
Add listings, fill them from a Nota Simple, keep them private or share them across the network.
- Add a listingOpen Add a Property, link the seller, find the building in the Cadastre, fill in price, description, photos and compliance, and save a draft that is ready for the listing agreement.8 min read · 8 steps
- Add a new developmentUse My Developments to add a new-build project with its details, pricing, developer, contact and amenities, then add media and credentials, publish it, and archive it when it sells out.6 min read · 7 steps
- Bring your listings in from your CRM with an inbound feedAdd your agency's XML feed address in Inbound Feeds. The NLS checks it every 24 hours, imports your listings, and holds anything incomplete for you to review before it goes live.5 min read · 6 steps
- Control who can share your listingsSyndication Grants decides which NLS agents can feature your listings on their own websites, what travels with a shared listing, and how exact the location is.4 min read · 5 steps
- Fill a listing from a Nota SimpleDrop the Nota Simple or Escritura onto Add a Property and The NLS reads it, finds the property in the Cadastre, fills in the location and files the document in the seller's vault.4 min read · 6 steps
- Find and manage your listings in My ListingsMy Listings is your whole portfolio from draft to sold. Search and filter it, save the views you use, fix what needs attention, change a listing's status and act on several listings at once.6 min read · 6 steps
- Mark a listing private or pocketSet Listing visibility to Private and the property is published as a Pocket Listing: shared with every NLS agent, never shown to the public, and needing no listing agreement.5 min read · 6 steps
- Put a public listing live with a listing agreementA public listing goes live once its listing agreement is in place. Generate the agreement from the draft and have it e-signed, or upload one the seller has already signed.6 min read · 6 steps
- Send your listings to a portalCreate a portal feed in Outbound Feeds, pick the portal from the list, and paste the feed's private address into the portal. It carries your own listings in the format the portal accepts and keeps itself up to date.5 min read · 6 steps
- Send your listings to your own websiteCreate a website feed in Outbound Feeds, point your site at its private address, and your own listings appear on your website and stay up to date on their own.6 min read · 6 steps
04 · 5 guides
Marketing
Your public profile, e-shots, newsletters, articles and market data.
- Check your public profile and collect reviewsSee your profile the way a client sees it, understand where profile enquiries land, and send clients a link so they can leave a review that shows on your page.5 min read · 6 steps
- Publish an article under your nameWrite market insight, area guides or stories in My Articles, publish them on a public page with no contact details, bring in NLS News stories, and feature articles in your newsletter.5 min read · 7 steps
- Read the market report for your areaOpen Market Intelligence, narrow it to a town, an address or a shape you draw on the map, read the official price sources and tabs, then save, share or print the brief.8 min read · 7 steps
- Send an e-shot for a listingStart from a listing card, write a short introduction, check the exact email, and send one property to every consented contact in your CRM. Then read the opens and clicks in History.5 min read · 6 steps
- Write and send a newsletterBuild a newsletter from sections of your own listings, network listings, your articles and NLS News, check the exact email, and send it to your consented contacts.6 min read · 7 steps
05 · 6 guides
CRM
Your pipeline, client records, agenda and seller reports in one place.
- Add a client and move them through the pipelineOpen CRM Home, add a buyer or seller, complete what each stage asks for and use Progress to move them on, or let The NLS move them when it sees the evidence.6 min read · 7 steps
- Import your clients from a CSVSave your spreadsheet as a CSV, match its columns in the Import clients window and bring up to 2,000 clients into your CRM, with duplicates updated rather than doubled.5 min read · 7 steps
- Keep a client's record up to dateOpen a client's workspace to contact them in one click, edit their details, add notes, file documents and see every linked showcase, tour, offer and deal.5 min read · 7 steps
- Log a call or WhatsApp on a clientStart the call or message from the client's workspace, pick how it went, add a line of notes and schedule the next attempt in the same form.3 min read · 5 steps
- Produce a seller valuation and seller reportPrepare the valuation appointment in the seller's stage forms, record your recommended price, progress to the agreement, then log showings and download the seller report.6 min read · 7 steps
- Schedule follow-ups and keep your agenda on trackSchedule a follow-up from a client's workspace, manage every task and appointment in Tasks & Calendar, connect your own calendar and record viewing outcomes.6 min read · 7 steps
06 · 7 guides
Viewings
Showcases, viewing tours, showing confirmations and open houses.
- Attend another agent's open house or private viewingFind open houses and private viewings across the network, RSVP with your team or book a slot, and get the details into your calendar.4 min read · 5 steps
- Log and confirm a showing of your listingRecord a buyer's showing on your seller's CRM record, get the other side to confirm the time by WhatsApp or email, and have everything you need on the doorstep.5 min read · 6 steps
- Offer private viewing slots on your listingPublish a window of bookable time slots for one listing, let NLS agents book their own appointment, and see every booking on your card and in your calendar.6 min read · 7 steps
- Plan a viewing tourTurn a client's showcase reply into a route of confirmed viewings, share the live itinerary with them, and run the day from your phone.8 min read · 6 steps
- Record how a viewing wentCapture the outcome of every viewing, whether it was a tour stop, a showing of your listing or an open house, so your seller hears what buyers thought and your reports stay complete.4 min read · 5 steps
- Run an open houseSchedule an open house for your listing, invite the agents who matter, collect honest feedback at the door and by email, and read the results on your dashboard.7 min read · 8 steps
- Send a showcase to a buyerPick properties from a search, send them to one client as a personal showcase page, and watch for the moment they ask to view.5 min read · 6 steps
07 · 8 guides
The sale
Offers, contracts, e-signatures, deals and the Property Vault, through to completion.
- Add a party to a dealAdd a co-owner, buyer, cooperating agent, solicitor, notary or bank to a deal so their details prefill every document, they get their own access, and they can be chosen as a signer.3 min read · 5 steps
- Close a deal and mark the listing soldSet the closing date and the Closed / Sold status on the deal, record completion and commission in the CRM, and let the linked listing be marked Sold for you, or mark it by hand if it sold outside a deal.5 min read · 7 steps
- Correct a document that is out for signatureCancel a signature request that has a mistake in it and reissue a corrected version with everything you had entered, without creating a duplicate or confusing the signers.3 min read · 5 steps
- Create a deal and run the transactionStart a deal from My Deals, enter the property and the client once, and work from the deal page, where the documents, Vault, parties, checklist and signatures for one transaction live together.7 min read · 8 steps
- File and share documents in the Property VaultBuild the property file in the deal's Vault, send a buyer's lawyer a link to exactly the documents they need, and revoke the link the moment it is no longer wanted.5 min read · 6 steps
- Fill in a contract from the forms libraryFind the right form by name or stage, add it to the deal, and fill it in with the bilingual contract builder, which writes the Spanish and English contract as you type.6 min read · 7 steps
- Record and negotiate an offerAdd the Offer To Purchase to the seller's deal, fill in the buyer's terms, track it through sent, viewed and countered, then accept and move straight on to the reservation.6 min read · 8 steps
- Send a contract for e-signatureReview the finished contract on the Signatures tab, confirm who signs and in what order, send the invitations by email, then follow each signature through to the executed copy.6 min read · 8 steps
08 · 15 guides
XML feeds by provider
Connect the feed from your CRM — Resales-Online, Inmobalia, Inmovilla, Infocasa, eGO, onOffice and more — and see which properties come through.
- Connect any other CRM's XML feedAsk your provider for a Kyero v3 feed of your own listings (OpenImmo and Propstack are converted for you), paste the https address into Inbound Feeds, and finish each imported draft before it goes live.5 min read · 6 steps
- Connect your Apimo feed to The NLSAsk Apimo support for a Kyero v3 gateway (passerelle) to The NLS, select the ads in the gateway under Transferts, press Envoyer, and paste the delivered feed address into Inbound Feeds.5 min read · 6 steps
- Connect your Casafari CRM feed to The NLSEmail [email protected] for the Kyero feed URL for The NLS, choose properties under Portals or Export to Portals, tick Visible on website, and paste the address into Inbound Feeds.4 min read · 6 steps
- Connect your eGO Real Estate feed to The NLSAsk eGO to add The NLS as a portal with a Kyero v3 export, tick The NLS under Exportação para portais on each property, and paste the address eGO gives you into Inbound Feeds.6 min read · 7 steps
- Connect your Infocasa feed to The NLSAsk Infocasa support, by phone or contact form, for a Kyero v3 feed of your own listings, choose a specific selection of properties for The NLS, and paste the address into Inbound Feeds.5 min read · 6 steps
- Connect your Inmobalia feed to The NLSAsk Inmobalia support to create a Kyero v3 gateway for The NLS, tick The NLS on each property's Portals and Feeds tab, or in bulk with Bulk Actions, and paste the gateway's address into Inbound Feeds.6 min read · 7 steps
- Connect your Inmovilla (Apinmo) feed to The NLSEmail [email protected] with your agency number for a Kyero v3 XML, mark each property Publicar en portales, keep collaborator and MLS stock out, and paste the address you receive into Inbound Feeds.6 min read · 7 steps
- Connect your onOffice feed to The NLSSwitch on Use FTP delivery in Inbound Feeds, enter the access data The NLS sends you as a free Kyero portal interface in onOffice, tick The NLS on each property's Marketing tab and transfer.7 min read · 6 steps
- Connect your Optima-CRM feed to The NLSCreate a basket for The NLS in the Kyero (ES) format in the Optima-CRM Exporter, add your own properties, activate it to run nightly, copy the address from the CRON jobs tool and paste it into Inbound Feeds.5 min read · 6 steps
- Connect your Property Portal Marketing feed to The NLSSend Property Portal Marketing The NLS's Kyero v3 requirements, ask for a managed feed of your own listings, and paste the address they give you into Inbound Feeds.4 min read · 6 steps
- Connect your RealtyWare feed to The NLSAsk RealtyWare support for an outbound Kyero v3 feed of your own listings for The NLS, keep imported read-only listings out, and paste the address they give you into Inbound Feeds.4 min read · 6 steps
- Connect your Resales-Online feed to The NLSCopy the Kyero feed address from Properties, Feed Out, XML feeds in Resales-Online, add &KV=3 and &IC=0, tick the Kyero box on each property you want sent, and paste the address into Inbound Feeds.6 min read · 7 steps
- Connect your Sooprema feed to The NLSAsk Sooprema support for a custom Kyero v3 feed of your own listings, copy its address under Portales, Gestionar feeds, choose properties per portal with Añadir and Quitar, and paste the address into Inbound Feeds.5 min read · 6 steps
- Connect your Witei feed to The NLSActivate the XML interconnection under Settings, Property Manager, Interconnections in Witei, copy the XML link of publication, tick the XML icon on each property, and paste the link into Inbound Feeds.5 min read · 6 steps
- Connect your XML2U feed to The NLSFind your link under Data Feed Manager, My Data Feeds, Get Link in XML2U, ask XML2U support for the Kyero v3 version of it, and paste that link into Inbound Feeds.5 min read · 7 steps
