Brokerage Pipeline
Manage your real estate selling and brokerage process in a single interface.
Workflow template includes the following steps
Step 1 — Initial Contact
Make initial contact with the client and gather basic information.
Due Date
Output Field
Conditions
Step 2 — Property Evaluation
Visit the property for evaluation and determine its market value.
Output Field
Step 3 — Listing Agreement
Prepare and sign the listing agreement with the client.
Due Date
Output Field
Conditions
Step 4 — Marketing the Property
Implement a marketing strategy to promote the property.
+3
Conditions
Step 5 — Closing the Deal
Finalize the deal and complete all necessary paperwork.
Output Field
Integrations
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 system designed to streamline the real estate selling and brokerage process. It is a one-stop solution that enables real estate professionals to schedule meetings, property visitations, and more, all within a single kanban style interface.
The Brokerage Pipeline is a highly efficient system that makes it easier for real estate professionals to manage their workload, keep track of their appointments, and stay on top of their sales pipeline. It eliminates the need for multiple tools and platforms, thereby reducing complexity and saving time.
The system provides a clear and concise overview of all ongoing deals, including the stage of the deal, the people involved, and the next steps. This information can be accessed at any time, from anywhere, making it easier for real estate professionals to stay informed and make informed decisions.
The Brokerage Pipeline also includes a range of features designed to improve communication and collaboration. These include a shared calendar, task management tools, and a messaging system. These features enable real estate professionals to work together more effectively, reducing miscommunication and increasing productivity.
Finally, the Brokerage Pipeline is a scalable system that can be customized to meet the needs of any real estate business, regardless of its size or complexity. This flexibility makes it a valuable tool for both small agencies and large corporations.
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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for this business process based on your prompt
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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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