Setting up your agency

An agency with branches, or one where Formule runs the adverts, is created by the Formule team: book a call and the team sets it up with you. What follows is everything that is yours to do once it exists. If you sell on your own, you can sign up yourself; see If you are a solo real estate agent.

The order that works

1. Set up your own agent profile. As a branch manager you are not automatically a real estate agent. Open Profile; if you see a card saying Set up your agent profile, press it. Without an agent record you cannot hold leads yourself or connect WhatsApp.

2. Put a few real listings in. Agents joining an empty system have nothing to work with, and leads need a property to attach to. See Adding and editing listings.

3. Invite your agents and approve them as they apply. See Inviting and managing real estate agents.

4. Decide how leads get routed before the first advert runs, not after. See Assigning and routing leads.

5. Connect the assistant. Link your own WhatsApp to Really first so you know what your real estate agents are being asked to do. See Really in the app.

Things only Formule can switch on

Some capabilities are turned on per agency by the Formule team. If you want one, ask your Formule contact — there is no toggle in the app:

Capability	What it gives you
WhatsApp	Connecting real estate agents’ WhatsApp numbers, chat history on a lead, bulk messaging.
Listing views	The Views figure and per-listing view counts.
Advertising budgets	A monthly ad budget on each real estate agent’s profile, with history.
AI lead handling	Automatic classification and preference extraction from lead comments.

Roles are the same story: who is a branch manager and who is a real estate agent is set by Formule, not from inside the app. What you can do yourself is approve real estate agents, assign leads, and switch a real estate agent’s private-leads area on or off.

If you are a solo real estate agent

An independent real estate agent gets a personal agency of their own. Sign up at app.formule.io/signup with a code sent to your email, or with Google. Two short screens follow:

• About you: your name, and optionally a link to one of your properties. Where you sell is worked out from your device, shown in one line, and you can press Change.
• What should Really take off your plate?: following up your leads, your marketing, or both, and whether you work alone or with a team. You can skip it.

Press Start my free trial. Formule creates your personal agency, starts a 7-day free trial of the Really plan (no card needed) and opens Really. When the trial ends, the account moves to the free plan unless you choose a plan in Plan & billing, under your name at the top right.

Solo agencies work slightly differently

A personal agency has no Agents screen, because there is no team to manage, and no Campaigns: Formule-run advertising is for agencies set up with the Formule team. AI video and AI images need a paid plan, where an agency tenant is never gated. Everything else is identical.

Making sure it is actually working

Before you point advertising spend at it:

• Create a test lead against a real listing and check it appears in Leads.
• Assign it to a real estate agent and confirm they can see it — and that a different agent cannot.
• Ask that real estate agent to set a status and write a comment, and check you can read it.
• Open Office performance from your profile and confirm the numbers move.

If any of those fail, fix it now. Every one of them is a thing that silently loses leads later.