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Formule docs

Your first hour

By the end of this page you will have signed up or signed in, created a property, and created a lead against it. That is the whole loop in miniature — everything else is detail.

Before you start

Section titled “Before you start”

There are two ways in:

  • On your own. Anyone can sign up, with no invitation. You get your own workspace and a 7-day free trial of the Really plan, with no card needed.
  • Through your agency. If your agency already uses Formule, your agency manager sends you its join link. It looks like app.formule.io/join/your-agency.

Sign up on your own

Section titled “Sign up on your own”

  1. Go to app.formule.io/signup.

  2. Type your email and press Email me a code, then type the 6-digit code from the email. You can press Sign up with Google instead, except inside the Instagram and Facebook browsers, where Google refuses to sign anyone in.

  3. Two short screens follow. About you asks your name and, if you like, a link to one of your properties. What should Really take off your plate? can be skipped.

  4. Press Start my free trial. Formule sets up your workspace and opens Really. If you gave a link, Really turns that property into a listing draft and a social post while you watch.

Your trial and your plan are under your name at the top right, in Plan & billing. When the trial ends, the account moves to the free plan unless you choose a plan.

Sign in

Section titled “Sign in”

  1. Go to app.formule.io.

  2. Press Continue with Google, or press Email me a sign-in code and type the code from the email. Sign in with a password instead is one tap away if your account has a password. Inside the Instagram and Facebook browsers, Google is not offered.

  3. You land wherever makes sense for you: real estate agents and managers in an agency go straight to their agency’s Leads workspace, and an account you signed up for on your own opens in Really. If you belong to more than one agency you get a Select a Company card first.

Look around

Section titled “Look around”

In an agency you arrive in the leads workspace; on your own account, the Leads icon in the left rail takes you there. In the List, the enquiries are on the left, and whichever one you open fills the panel on the right.

Branch managers start on the Table instead: the full leads dashboard, with assigning, comment and feedback requests, and your custom dashboards. The List | Table switch at the top moves between the two, and Formule remembers the one you pick.

The Formule leads workspace, with the lead list on the left and an open lead on the right

The narrow strip of icons down the far left is the whole menu. It is deliberately small — Finding your way around names every icon.

Add your first property

Section titled “Add your first property”

  1. Click the Listings icon in the left rail.

  2. Press New listing at the top right.

  3. Fill in the four things that are genuinely required: Property Title, Price, Location and Description. Pick a Property Type and a Status (“For Sale” or “For Rent”).

    The New listing form

  4. Drag in some photos under Property Media. The first image becomes the header image on the property’s public page, so choose it deliberately.

  5. Turn on Publish immediately if you want the public page live now. Leave it off and the listing is saved as a Draft, visible only inside Formule.

  6. Press Create listing.

Your property now has a public page of its own. Sharing a listing covers what that link looks like and where to paste it.

Add your first lead

Section titled “Add your first lead”

Most leads arrive on their own, from adverts and from your website. You can also enter one by hand — useful for a walk-in or a phone call.

  1. Go back to Leads.

  2. Press the Create lead button — the person-with-a-plus icon at the top of the list.

  3. Fill in First name, Surname and Phone. Those three are required; everything else can wait.

  4. Under Listing or source, pick the property you just created. This is what ties the enquiry to the listing, and it is what makes the campaign reporting work later.

    The New lead form

  5. If you are a manager, set Assign to an agent. If you leave it as Unassigned the lead sits in the pool for someone to pick up.

  6. Press Create lead.

Work it

Section titled “Work it”

Open the lead you just made. On the right you get the contact details, what they enquired about, who owns it, and the history.

A lead open in the detail pane

Two things matter more than anything else on this screen:

  • Status — where the lead actually is. Move it off Unclear as soon as you know anything.
  • Comment — what happened when you called. This is what your manager reads, and it is the single biggest difference between an agency that closes leads and one that loses them.

What next

Section titled “What next”