Real Estate Playbooks

Ready-made pipelines, fields and team setups; from first call to completion.

9 articles

1Buyer pipelineThe recommended Buyers pipeline for people looking to buy: stages, who moves each card and where the assistant fits.
2Seller and valuation pipelineThe Sellers pipeline for people who want to sell: from valuation booking to signed instruction and sale.
3Lettings pipelineThe Lettings pipeline for tenant enquiries: pre-screening, viewings, referencing and agreement, and the assistant's role.
4Recommended custom fieldsThe standard "Property enquiry" and "Consent" field groups for an estate agency, their field types, and how the assistant fills them.
5Team roles setupRecommended permissions for the broker, agents and office assistant, and how the assistant routes enquiries to agents.
6Speed to leadCall ad and form leads back within seconds: outbound campaign, İYS/KVKK checks and follow-up by outcome.
7Missed call recoveryPrevent missed calls by forwarding them to the assistant, then recover the ones that still slip through with tasks and consented call-backs.
8Preparing your listingsPrepare the listings file so the assistant describes properties correctly, and set up a simple weekly update routine.
9Weekly numbers for ownersFive numbers a broker should check every week, where to find them, how to read them, and a 30-minute review routine.

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