Getting started

Set up your leasing assistant

Connect enquiry channels, publish listings, configure qualification and test a complete viewing journey.

Updated 2026-09-12 · For Organisation admin, Leasing manager

Before you start

Sign in as an organisation administrator. Have your property details, listing references, enquiry mailbox, channel administrator and viewing calendar owner available. Use a dedicated leasing mailbox: new inbox messages can create enquiries and automatic replies. Sorsana operates the application and sync workers; your team chooses accounts, grants access and approves property content.

Set up in this order

Open Setup, choose Review beside Connections, then use Integrations → Live enquiry connections. You can configure one connection per provider in your organisation; saving that provider again edits the existing connection.

  1. Create the property, its contact details and operating timezone. Keep Direct booking off during setup.
  2. Import and review a listing. Verify the portal reference, monthly rent and availability before approving it.
  3. Choose one email intake route: Hosted Email, Google Mail or Microsoft Mail. Avoid forwarding the same enquiry through several routes.
  4. Connect Twilio Messaging if you need WhatsApp or SMS. Configure the incoming-message and delivery-status callbacks.
  5. Connect and test a viewing calendar, then assign it to the property under Choose a booking calendar.
  6. Configure required qualification answers, advisory assessment and viewing slot rules. Train staff on takeover and manual review.
  7. Run the acceptance journey below before enabling Direct booking for the property.

Run a real acceptance journey

Use a consenting test contact and a property you control. Account sign-in and an active connection alone do not prove end-to-end delivery.

  1. Send a fresh portal-style enquiry with the correct listing reference. Check that it reaches the intended property and a single enquiry record.
  2. Reply from the prospect mailbox. If testing WhatsApp, record permission, send an approved opening template and reply from the permitted handset.
  3. Answer the qualification questions, correct an answer and check the assessment explanation. Missing answers must not produce a confirmed booking.
  4. Book an available slot. Verify one event in the connected calendar, the prospect confirmation and the team notification.
  5. Move the event in the provider calendar, choose Sync now and check the updated viewing and notice. Cancel it and check that reminders stop.
  6. Take over a conversation, send a staff reply and verify that queued automatic replies are suppressed. Check delivery results and resolve all review-required records.

Setup guides

Follow the guide for each channel you intend to use.