Market, let and sell a property
Take a property from review to sale or letting, publish a listing, collect enquiries and book viewings.
The area Real estate follows a property through its phases: Acquisition / review, Purchase, Renovation, Marketing, then Sold or Let. Calculation, purchase, renovation costs and the result stay in one file.
Where to find itReal estate with Overview, Properties, Prospects, Viewings and Sold.
Publish a listing
- Open the property and move it to the phase Marketing. For a vacant unit, click Market it. It creates the listing.
- On the tab Marketing, save the listing title and price. Add photos and a floor plan. The AI drafts the text in 30 languages from the recorded facts. Check the text before you publish.
- Set the status to Published. Only a published listing can be reached through its public link, which you can put on your own website.
- Offer Viewing slots. They appear in the calendar.
Enquiries, viewings and applications
- Visitors send an enquiry or book a slot on the public page. The enquiry appears under Prospects and is also kept as a lead. If the e-mail already exists, that record is used.
- The prospect gets a confirmation and a reminder 24 hours before the viewing, with a link to cancel. Viewings lists all appointments.
- For letting, applications are compared, including rent as a percentage of income. Set them to Shortlist, Approved or Declined. Your review of the documents decides.
- Marking a property as let can create the property, unit and lease. A brochure as PDF is available.
Sell
Move the property through Sale and pick the buyer from the prospects. Sold properties appear under Sold. Removing a property asks why first (Why do you want to remove …?), so a sale is recorded as Sold and not deleted.
Not yet connectedPublishing to listing portals such as Homegate or ImmoScout24 is not connected. Each portal needs its own contract and access first.
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