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Buy-Side Real Estate Management

This process helps manage client's real estate needs and track suitable listings.

Workflow template includes the following steps

Step 1 — Initial Client Consultation

Meet with the client to understand their real estate needs and preferences.

Due Date

Output Field Conditions

Step 2 — Search for Suitable Listings

Based on the client's requirements, search for potential listings that might be perfect for them.

Output Field

Step 3 — Present Listings to Client

Present the shortlisted listings to the client for their consideration.

Due Date

Output Field Conditions

Step 4 — Manage Deal Flow

Once the client has chosen a property, manage the entire deal flow from contract negotiation to closing.



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 Buy-Side Real Estate Management

The Buy-Side Real Estate Management process is a comprehensive solution to manage all aspects of your client’s real estate needs. It is designed to help you stay organized, keep track of potential listings, and manage your deal flow from beginning to end.

The primary benefit of this process is its ability to streamline and simplify complex real estate transactions. It provides a structured approach to managing each client’s unique needs and preferences, thereby enhancing your ability to deliver personalized service. This process also allows you to keep track of potential listings that may be perfect for your clients, ensuring that you are always ready to present them with the best options.

Another significant advantage of this process is its ability to manage your entire deal flow effectively. From initial client consultation to final closing, every step is meticulously tracked and managed. This not only ensures a smooth transaction but also helps you stay on top of all the necessary steps and deadlines. It also provides a clear overview of your pipeline, allowing you to manage your workload more efficiently.

Lastly, this process can be easily adapted to suit your specific needs. Whether you are a solo agent or part of a larger team, you can customize the process to fit your workflow. This flexibility makes it a valuable tool for any real estate professional looking to enhance their productivity and deliver exceptional service to their clients.

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

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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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