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Real estate sales
Receive leads, assign agents and convert them to deals. Create important-matters statements, lease and sale contracts, brokerage agreements, disclosure forms, activity reports and settlement statements from a deal, insert special terms from clause templates, then print or send them for e-signature. Register your broker details.
6 articlesFor: Real Estate
- Receive leads and assign agentsRegister portal, phone and walk-in inquiries under Leads, then assign unassigned leads to agents in bulk. Assigned agents are notified.
- Convert a lead or mark it not qualifiedConvert a lead to move it to viewing and manage it in the deal list. Mark unreachable or duplicate leads as not qualified.
- Create statements and agreements from a dealFrom a deal's Documents card, create rental and sale statements and agreements, brokerage agreements, disclosures, activity reports and settlement statements. Deal, property and broker details are filled in, and special terms or prices from the statement carry over to the agreement.
- Insert special terms from templatesInsert common clauses into a document's special terms or acknowledgments, and save your own as company templates.
- Register your broker detailsRegister your license number, guarantee association, deposit office and licensed agents so they fill the broker section of every document.
- Finalize and deliver a documentAfter finalizing the text, print the PDF for paper delivery or send it for e-signature. Statements and lease agreements need a licensed agent's check first.