Software for real estate agencies

Real estate agency software that puts every showing on its own agent's schedule

A real estate agency earns its money on the deal, but before any deal an agent runs showings across town, and the time of a showing often has to move because of the seller or the buyer. Real estate agency software has to keep those showings in one shared schedule, protect the buyer list as an asset of the agency rather than of a single agent, and work out agent pay without spreadsheets.

The seller asks to move a showing

A showing is booked as an appointment with a specific agent, and a property that gets shown a lot can be added as a resource of its own, so two buyers brought by different agents never meet inside it at the same hour. When the seller reschedules, the showing is moved to a new time or handed to another agent. The buyer gets a notification with the new time, with no call from the office. And so that a buyer booking on their own reaches the right person first, each agent's short description names the neighborhoods or property types they work with. Canceled showings are easier to handle with a separate rule and a different text, because the status filter tells the two cases apart. The help article on appointment notifications shows how to set up such rules.

An agent between two showings

Most of an agent's day is spent away from the office, so they follow their showings in the staff app: appointments for the day and the week, the details of each showing and the buyer's card. A short note after the viewing goes into the card right away, while the buyer's reaction to the place is still fresh. If the next showing is canceled while the agent is on the road, the app shows it, because schedule changes reach it immediately.

An agent leaves, the buyer list stays

A buyer's contact details can be opened to an agent only partially, for example just the last three digits of the phone number. The agent still recognizes the client on the schedule but cannot export the list if they decide to move on. These limits apply in the app too, since it runs under the same user. On the day someone leaves, the order is simple: close their access first, then reassign their appointments to colleagues. The rest of the agency's roles are easier to plan with the guide to splitting access between roles.