Categories
Real estate agency
Properties, leads and traceable viewings.
The concrete problem
- Buyer requests get lost between agents.
- Viewings are set by phone and forgotten.
- Expected commission is confused with earned.
The working screen
| Lead | 2-bed apartment, budget given | Match: 3 properties |
| Viewing | Thursday 17:00 | Confirmed |
| Offer | Handed to the agent | Under review |
| Mandate | Publication allowed | Active |
What the business gets
- Leads and properties in one pipeline with explained matching.
- A viewing calendar with reminders.
- Mandate and property documents in one place.
- Expected commission separate from earned and collected.
What must be connected
- SMS/email channel
- The agent list
- Publication rules (mandate)
Modules
CustomersBookingCommunicationDocuments