Learn how to get
the most from Orkasa.

Create your first account, invite the team, set up your brokerage brand.

• Set up your account in 5 minutes3 min
• Invite agents and assign roles (owner / admin / agent)2 min
• Customize the brokerage name, tax ID, and details2 min

Add properties manually, bulk-import from Excel, or connect your existing CRM.

• Add your first property4 min
• Bulk import from CSV / Excel6 min
• Migrate from another CRM (E24 Pro, Inmovilla, RENA)12 min
• Field structure and validations5 min

Generate optimized copy, enhance photos with Gemini, automatic listing scoring.

• How the listing studio works (Claude + Gemini)7 min
• Three tones: formal portal · social · short mobile4 min
• Photo enhancement: sky, lighting, decluttering, staging6 min
• Photo scoring and suggested order (hero recommendation)3 min

Connect portals, validate per-platform copy, sync status.

• Connect your first portal (E24)8 min
• How copy adapts per portal (limits + tone)5 min
• Publishing wizard: 3 stages6 min
• Status sync and cross-portal removal4 min

Capture from portals/web/WhatsApp, AI scoring, kanban states.

• Capture leads from portals, web and WhatsApp5 min
• Automatic scoring with Claude (intent + budget signals)6 min
• Kanban: new → contacted → qualified → viewing → closed4 min
• Automatic assignment to the available agent3 min

KYC, AML, sanctions, PEP — automatic when a negotiation starts.

• When the KYC flow triggers4 min
• Required documents by operation type and amount7 min
• Screening against lists (OFAC, UN, UN Women)5 min
• Regulatory reports (UAF Panama, UIAF Colombia)8 min

Rules, webhooks, integrations with WhatsApp, calendar, accounting.

• Auto-assignment rules and notifications4 min
• Webhooks to integrate with your stack6 min
• Approved WhatsApp Business templates3 min

Plan, members, billing, exports, retention policy.

• Change plan, view invoices and payment methods3 min
• Export your data (GDPR / Law 81)4 min
• Cancel your account2 min