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Brokerage Pipeline

Manage your real estate selling and brokerage process. Schedule meetings, property visitations and more in a single kanban style interface.

Workflow template includes the following steps

Step 1 — Scheduling Meetings

Use the kanban interface to schedule meetings with clients, real estate agents, and other stakeholders. This ensures all parties are updated and in sync with the selling process.

Due Date

Output Field Conditions

Step 2 — Arranging Property Visitations

Plan and arrange property visitations using the interface. This allows for efficient management of visitations and ensures all properties are showcased to potential buyers.

Output Field

Step 3 — Tracking Progress

Monitor the progress of each sale using the visual kanban board. This helps identify any bottlenecks or delays in the process and allows for timely intervention.

Due Date

Output Field Conditions

Step 4 — Client Communication

Maintain regular communication with clients through the interface. This keeps clients informed about the progress and fosters trust and satisfaction.



This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Brokerage Pipeline

The Brokerage Pipeline is a comprehensive solution for managing all aspects of the real estate selling and brokerage process. This process is designed to streamline operations, increase efficiency, and improve the overall client experience. By consolidating all tasks into a single kanban style interface, users can easily schedule meetings, arrange property visitations, track progress, and more.

The benefits of implementing the Brokerage Pipeline are numerous. Firstly, it provides a centralized platform for managing all brokerage activities, reducing the need for multiple tools and systems. This not only simplifies the management process but also reduces the risk of errors and miscommunications. Secondly, the kanban style interface provides a visual representation of the entire process, making it easier to track progress and identify bottlenecks. This can lead to improved productivity and quicker turnaround times.

Moreover, the Brokerage Pipeline can enhance the client experience. By providing a more organized and efficient process, clients are likely to feel more confident and satisfied with the service. This can lead to increased client retention and referrals, which are crucial for the growth and success of any brokerage business.

In conclusion, the Brokerage Pipeline is a valuable tool for any real estate brokerage business. It not only simplifies the management process but also improves efficiency, productivity, and client satisfaction.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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