Every enquiry should lead to a next step, and every property should have a current history. We connect client service, listings, viewings and rental management.
Clients and listings
- Collect enquiries from email, forms and connected portals; match listings to stated needs. Draft descriptions using confirmed facts and synchronise prices and availability.
- Arrange viewings, confirmations and answers about the specific property.
Documents and transactions
- Read contracts, handover records and ownership documents; assemble transaction data. Track lease expiry, rent indexation, inspections and contractual obligations.
- Create missing-document and task lists before signing or handover.
Rental management and maintenance
- Record receivables, match payments and draft arrears notices. Receive tenant faults, assign contractors and monitor completion.
- Summarise service charges, utilities, repairs and rental income.
Analysis and owner reports
- Compare available asking and transaction prices for similar properties. Analyse cash flow, occupancy, upkeep costs and portfolio profitability.
- Report receipts, arrears, expenditure, requests and the current management status of each property.
An example workflow
An enquiry enters the CRM. The system matches available properties and proposes a viewing. After signing, it tracks agreed deadlines, receivables and property-related requests.
Implementation requirements
Portal integrations require supported interfaces and permissions. Market data needs a named source; analysis does not replace valuation or legal assessment.