Every word, in plain English.

The secret your software uses to talk to the Listings API. Each firm has one active key, and an owner makes or replaces it in Settings. Replacing it turns the old one off at once.

Read the guideSee also Listings API

A renter who has applied for a unit. Management companies see these on the Applicants board, which is the same pipeline brokerages call Deals.

Read the guideSee also Deal, Renter, Management company

A person at a brokerage who shows units to renters. Brokers get the broker portal, a clean list of published units, instead of the full workspace.

Read the guideSee also Brokerage, Roles

A firm whose brokers show units that other companies manage. Brokerages get Deals, and their listings come from the sheets and partners they connect.

Read the guideSee also Firm, Management company, Deal

What a broker earns on a deal. You set each broker's rate as a percent of one month's rent, with an optional flat bonus. A deal keeps the rate the broker had when they were added to it.

Read the guideSee also Deal, Broker, Roles

A private directory where management companies and brokerages find each other. You see nobody until you list your own firm, and then you see firms on the other side who cover a city you cover.

Read the guideSee also Partner, Partnership, Firm

A renter you are moving toward a signed lease, tracked from application to closing. Brokerages call the pipeline Deals. Management companies call the same thing Applicants.

Read the guideSee also Applicant, Stage, Pipeline step, Commission

Your business on UnitBook. A firm is either a brokerage or a management company, and that choice is made at setup and can't be switched later.

Read the guideSee also Brokerage, Management company, Workspace

Your logo, color and link handle, set once in Settings under Brand. They show up on your Storefront and on the links you share with renters.

Read the guideSee also Storefront, Shared link

A listing marked as having a problem, usually because UnitBook read the sheet wrong. It is a note for your team and doesn't change whether the listing is published.

Read the guideSee also Listing, Google Sheet import, Needs review

Connecting a manager's spreadsheet so each row becomes a listing. UnitBook only sees the sheets you pick, and keeps checking them so your listings follow the manager's changes.

Read the guideSee also Source, Needs review, Listing

A record of who has the key to a unit without a lockbox. When a broker views the access code, the key is checked out to them with a return time, and the office is told if they run late.

Read the guideSee also Lockbox, Register, Showing

A renter who asked about a listing. Leads collects those inquiries in one inbox. The next step is a showing, and after the showing it becomes a deal or is dismissed.

See also Renter, Showing, Deal

One unit that brokers can see and show. A listing needs an address, a number of bedrooms, and either a rent or a voucher type before it can be published.

Read the guideSee also Unit, Published, Needs review, Source

A way for your own software to send units to UnitBook as they change, instead of using a sheet. It is one of the three places listings can come from.

Read the guideSee also API key, Source

A smart lockbox UnitBook supplies for a unit's keys. It records who opens it, and it works from the app because the lockbox itself has no internet connection. Management companies own them.

Read the guideSee also Register, Key checkout, Partnership

A company that manages its own units and wants brokerages to rent them. Management companies get Applicants and Lockboxes, and choose which brokerages see their units.

Read the guideSee also Firm, Brokerage, Partnership

The date a renter wants to move in. Renters can filter your Storefront by it, and each listing shows when the unit is available.

Read the guideSee also Storefront, Listing

Where every new or changed listing waits until a person checks it. Nothing publishes on its own, so brokers never see a listing that hasn't been approved.

Read the guideSee also Published, Google Sheet import, Listing

The label on a listing that comes from a management company that gave your brokerage access. Your brokers can show it, but you can't edit it. Firms in a partnership also wear a Partner tag in Connect.

Read the guideSee also Partnership, Listing, Connect

An agreement between a management company and a brokerage. Once both accept, the company's published units appear in the brokerage's list and its brokers get keys to the company's lockboxes. Either firm can propose one, and a proposal expires after two weeks.

Read the guideSee also Partner, Connect, Lockbox

A smaller stop inside a stage, such as one your firm adds to match how it works. A stage or step can have a time limit, and a deal that sits past it is flagged on the board.

See also Stage, Deal

A listing that is live for your brokers. A person publishes it from Needs review, and it comes down if the manager's sheet marks the unit as rented.

Read the guideSee also Needs review, Listing

The Lockboxes page, the list of every lockbox your company owns. It shows where each one is, who can open it, and its recent activity and battery.

Read the guideSee also Lockbox, Key checkout

The person looking for a place to rent. A renter who asks about a listing is a lead, and one who applies is a deal, or an applicant on the management side.

See also Lead, Applicant, Showing

What each person can do. An owner can do everything. An admin can do everything an owner can. A listing manager works on listings, deals and messages, and a broker sees only the broker portal.

Read the guideSee also Seat, Broker, Team lead

One person's place at your firm, with a role that decides what they see when they sign in. You invite people into seats from Team.

Read the guideSee also Roles, Workspace

A link to a page of homes you picked, in your firm brand. A renter can open the homes and book a showing from it. Also called a collection.

See also Firm brand, Storefront, Showing

A visit to a unit with a renter. Renters book one from a Storefront or shared link, and it lands on the calendar of the broker whose link they used.

Read the guideSee also Showing hours, Storefront, Lead

The open times a broker sets for renters to book. They are each person's own, set in Settings under Showings. Book a showing only appears on a link when its owner has open times.

Read the guideSee also Showing, Storefront

Where a listing comes from: a Google Sheet, the Listings API, or a listing added by hand. Each sheet you connect has a card on the Sources page.

Read the guideSee also Google Sheet import, Listings API, Source grade

A letter from A to F a brokerage gives each of its sources. Listings from higher grades sort first for your brokers, ungraded sources come after F, and nothing is hidden.

See also Source, Management company

Where a deal is in its journey. There are six, from waiting on management through approved and invoice to closed. Owners can rename them, and management companies see their own names, such as New applications and Meetings.

Read the guideSee also Deal, Pipeline step, Applicant

One public page with every home your brokerage can show, in your logo and color. Renters search it and book showings, and each broker gets their own link to it.

Read the guideSee also Firm brand, Shared link, Showing

A broker who leads a small team. Brokers on a team can message only their lead, and a lead can invite brokers from the app. A team lead never sees what brokers earn.

Read the guideSee also Broker, Roles, Commission

One apartment or home that can be rented, such as 3B at 74 Webster Avenue. When a unit is published it is a listing.

See also Listing

A listing offered for a housing voucher shows which kind it takes instead of a rent: City Section 8, State Section 8, or either. A listing needs a rent or a voucher type to be published.

Read the guideSee also Listing, Published

Your firm's space in UnitBook, with its own listings, team and settings.

Read the guideSee also Firm, Seat