Client management for a brokerage
The listing lives on a portal, the buyer lives in WhatsApp, and the exclusive lives in the head of the agent who met the seller. After the viewing there is no single record of who came, what was rejected, and who should call back.
Who it is for
For a brokerage where several agents work the same properties. A poor fit for a solo agent who closes one deal a month and remembers every call.
Problems this page addresses
The viewing leaves no trace
A buyer leaves the apartment with no status. A week later another agent offers the same property, because nobody logged what was ruled out.
An exclusive with no end date
The seller agreement expired, and the listing still looks like the office owns it. Nobody was reminded to renew or release it.
The buyer belongs to whoever opened WhatsApp
A lead from the site, a sign, and a cooperating agent lands in the same chat. There is no owner, and no record of who already spoke to them.
What you get
A property card and a buyer card
The property holds address, price, and exclusive status. The buyer holds budget, area, and viewings already done.
A record of the viewing
After each visit the team logs what was rejected and the next step, from the phone, without waiting to get back to the office.
A reminder for the exclusive and the callback
The exclusive end date and the buyer callback sit on the record, not in one agent’s personal calendar.
Common questions
We already have brokerage software. Why build?
An off-the-shelf product is enough when the office works like its template: property, buyer, status. Build when the exception is the routine, such as sharing a listing with a cooperating agent, or a viewing that needs the broker’s approval before an offer.
What does this cost a brokerage?
The price follows how many agents touch the same property, and whether you need a portal connection or only an internal record. The call maps one path, from lead through the viewing, and that decides the first release.
Will agents fill this in from the field?
Yes. The status after a viewing is short and written on the phone. Not a foreign form, and not a long questionnaire nobody finishes after a day of visits.
Related pages
A CRM shaped around how you already work
An off-the-shelf CRM asks the team to adopt someone else’s stages and fields. We build the record around the approvals, statuses, and fields that already decide who the customer is and what happens next.
A mobile app on the same core as the web
The office works comfortably on a large screen, and the field stays on screenshots and group chats. We build the phone actions on the same server and the same permissions, not as an app with a database of its own.
Project management for an architecture studio
The drawing goes to the client by email, comments come back on WhatsApp, and the version sent to the contractor is not always the one that was approved. Permitting and construction drawings share the same folder.