TathiviQ platform

TathiviQ Support

Implementation help, tenant setup, Site Studio edits, module questions, API/webhooks, signing, compliance, and launch readiness.

Tenant ownership

Scoped

Sites, pages, leads, and identity resolve through tenant-owned data.

Module catalog

Data-driven

Plans and tenant types come from platform reference/config records.

Launch surface

Unified

Website, CRM, portal, signing, compliance, and workflows in one platform.

Platform depth

Support for launch and operations.

Use TathiviQ support for tenant setup, module behavior, Site Studio publishing, domains, integrations, API/webhooks, signing, compliance, and production readiness.

CRM

Tenant CRM and operations

Contacts, accounts, opportunities, deal context, tasks, communications, pipelines, assignments, and reporting per tenant.

Sites

Site Studio and Product Studio

Tenant-owned pages, layout packs, public website content, product packs, lead capture, and launch-ready publishing.

Portals

Agent and client portals

Role-aware surfaces for agents, clients, tenant admins, support, and platform operators.

Documents

Signing and compliance

Signing flows, compliance documents, trust reconciliation, ledger workflows, brokerage controls, and audit-friendly outputs.

Platform

Modules and entitlements

Plans, module registry, seats, permissions, API keys, webhooks, billing, usage, and tenant-specific controls.

Automation

AI and workflow automation

Extraction, routing, campaigns, support intake, content generation, and business-process automation connected to tenant data.

Tenant models

Every business gets the right tenant.

The same platform can support a brokerage, mortgage office, solo agent, team, builder, partner, or TathiviQ’s own product-owner business without pretending every tenant is a brokerage.

Map my tenant model

Brokerage

Brokerage CRM, agent network, listings, compliance, signing, trust workflows, admin controls, and branded public website.

Mortgage

Mortgage brokerage or agent sites, intake, pre-approval, document workflows, renewal/refinance paths, and client follow-up.

Agent or team

Personal/team CRM, public website, lead routing, listing/search workflows, client portal, marketing, and task management.

Builder and partner

Project launches, registrations, partner/vendor workflows, referrals, support intake, integrations, and webhooks.

01

Choose the tenant model

Brokerage, mortgage, agent, team, builder, partner, or platform owner. The tenant type drives site, module, and plan defaults.

02

Launch the workspace

Create the tenant, starter site, pages, admin user, module entitlements, roles, domains, and public identity.

03

Operate and improve

Use CRM, portals, signing, compliance, API/webhooks, support, content, and reporting without cross-tenant identity bleed.

Production guardrails

Designed to prevent tenant bleed.

Sites, pages, leads, identity, modules, roles, and public content are tied to the tenant. Brokerage references remain compatibility data only where the tenant is actually a brokerage.

Domain resolves to a configured site before branding is served.
Tenant-owned sites can use tenant identity without creating fake brokerage rows.
Public storage exposes only allow-listed image/content asset folders.
Tenant onboarding options come from reference data instead of frontend constants.

Contact support

Share the issue, tenant, module, site, or integration and the product team will route the request.

Share the issue, tenant, module, site, or integration and the product team will route the request.

TathiviQ platform

TathiviQ Support

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