đ Getting Started with CASAFARI
Whether you're new to CASAFARI or just need a refresher, this guide covers the most common questions to help you navigate the platform with confidence.
From setting up your account to using core tools like Property Sourcing, Smartlinks, and Alerts, weâve got you covered.
đ€ Account Setup
How do I create a CASAFARI account?
Visit casafari.com and click Sign Up. Fill in your professional details and select your country. Once submitted, our team will verify your request and grant access.
How can I reset my password?
Click âForgot password?â on the login page and follow the email instructions to reset your password.
Can I update my profile information?
Yes. Go to your Me menu in the top-right corner of the dashboard and select Edit Profile. Here you can update add/change your photo, write an âabout meâ section, and even add your Smartlink contact information.
đĄ Property Sourcing
What is Property Sourcing?
Property Sourcing allows you to explore listings across all major portals and off-market sources using customizable filters to match your clients' needs.
How do I filter properties in Property Sourcing?
Apply filters such as location, price, property type, status (e.g. for sale, sold, rented), and many more. Your results will update in real time.
Can I save a search?
Yes. After applying your filters, click Save Search to create a recurring alert or access the same search later.
â Favourites
What are Favourites?
Favourites allow you to save and organize listings in folders for easy access and sharing later.
How do I save a listing to Favourites?
Click the star icon â next to any listing. Youâll be prompted to add it to an existing folder or create a new one.
Can I share my Favourites with clients?
Yes. Use the Smartlink icon inside a Favourites folder to share a curated list of properties, complete with customization options.
Can I organize my Favourites?
Absolutely. You can create multiple folders, rename them, and move listings between folders as needed.
đ¶ Property Valuation
What is Property Valuation?
CASAFARIâs Valuation tool helps you estimate the market value of a property based on real-time comparables from active, sold, and rented listings.
How do I use the Valuation tool?
- Go to the Valuation tool
- Enter the address or draw a location on the map
- Fill in property details (type, size, condition, etc.)
- Review the valuation range and the selected comparables
Can I download a Valuation report?
Yes. After completing your valuation, click Export to download a branded PDF report you can share with clients.
Can I adjust the results?
You can fine-tune your inputs and exclude or include specific comparables to refine the suggested value.
đ Smartlinks
What is a Smartlink?
A Smartlink is a shareable URL with selected listings. It lets you send curated property selections to clientsâeven if they don't have a CASAFARI account.
How do I create a Smartlink?
- Go to Property Sourcing
- Apply your filters
- Select listings using the checkboxes
- Click the Smartlink icon
- Customize your link (title, language, order)
- Click Create Smartlink and share the link
Can I edit a Smartlink later?
Yes. You can update the content of your Smartlink at any time. The link will remain active and updated for recipients.
đŹ Alerts
What are CASAFARI Alerts?
Alerts notify you of new properties that match your saved searches, helping you act faster for your clients.
How do I set up an alert?
After applying filters in Property Sourcing, click Save Search. Then toggle on Alerts and choose the frequency (instant, daily, weekly).
Where can I manage my alerts?
Navigate to Alerts under your profile menu. From here, you can pause, edit, or delete any alert.
đ Market Analytics
What is Market Analytics?
Market Analytics provides insight into price trends, inventory changes, and comparative data in a specific area.
Can I download Market Analytics reports?
Yes. You can export charts and tables into PDF or Excel for client presentations and internal use.
đ§ Troubleshooting
I can't see any listingsâwhat should I do?
Check your filters to ensure they're not too restrictive. Also, confirm your internet connection and browser compatibility (we recommend Chrome or Firefox).
I found an incorrect listingâhow do I report it?
Click the Report Issue button next to the listing. Our team will investigate and update the information if necessary.
đĄ Tips
- Use tags in your saved searches to keep your alerts organized.
- Try combining Property Sourcing with Smartlinks to create client-specific presentations.
- Add Market Analytics charts to support your pricing strategy.
đ Related Articles
- Smartlinks from Favourite Folders
- How to Track Smartlink Engagement
- Creating Property Alerts
- Customizing Market Reports
For additional help, contact us at support@casafari.com or use the Help Center button inside your CASAFARI dashboard.