Real Estate Services intake map
Demand becomes ready-to-work records.
Software can capture requests, work, listings, offer documents, transaction files, broker review files, signs, lockboxes, media, and vendor files, decisions, billing, and reporting, qualify what is needed, route the request, schedule the next step, and prepare a clean handoff. It can keep Lead, listing, client, offer, transaction, commission, and vendor records tied to assigned leads, listings, showings, offers, or transaction tasks, listings, offer documents, transaction files, broker review files, signs, lockboxes, media, and vendor files, agents, coordinators, and brokers, and buyers, sellers, lenders, title teams, inspectors, and vendors.
If the business can observe it, track it, decide on it, approve it, improve it, or report on it, it can become part of the software.