Real Estate Brokerage & Property Operations · Lead-to-Site-Visit
The lead, the site visit, and the commission split — tracked as one deal, not three.
A lead comes in from a portal at nine. By the time someone follows up, the buyer's already spoken to another broker. A site visit finally gets scheduled after six messages between the owner, the tenant, and the buyer's agent. When the deal closes, three people all remember the commission split differently.
The reality today
Where the money and the hours leak.
Leads die in a personal notebook
Inbound leads from portals and phone calls are tracked in personal notebooks or scattered chat threads, causing high drop-off.
Coordinating a visit costs a day
Coordinating site visits between owners, tenants, and buyers consumes hours of back-and-forth messaging and calls.
Commission splits live on a spreadsheet
Commission splits, multi-agent referrals, and closing paperwork are managed on spreadsheets prone to human error.
What runs on day one
Not a pilot promise — what's actually configured.
- ✓ Every inbound lead logged and routed the moment it lands — no drop-off waiting on a callback
- ✓ Site visits scheduled automatically across owner, tenant, and buyer calendars, with WhatsApp directions sent
- ✓ Visit feedback logged against the property record, not left in someone's head
- ✓ Commission splits and referral tracking recorded against the deal as it closes, not reconstructed after
The demo
a lead routed live to the right agent, a site visit scheduled across three calendars, and the commission split recorded automatically at close.